Helping a diversified financial services firm to improve deal flow and...
Background & Challenge A California-headquartered financial services firm was looking to expand its research setup across its ECM, M&A advisory, and asset management platforms. It required...
View ArticleAssessing the Behavior of Individual Investors and their Financial Advisors
Objective: A leading multinational professional services company wanted to study the wealth management market of APAC. Their objective was to understand the current behavior and needs of individual...
View ArticleVoice of the Customer Research to help improve your customer experience
In an ever more competitive market environment, understanding your clients and their experience of your products and services is essential, enabling you to identify where you excel, or areas which are...
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People Analytics – How to get it right?
The power of people analytics has moved beyond its infancy, and organizations are leveraging it to improve employees’ happiness, performance, and productivity, paving the way for business growth. It is...
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Four tips to drive impact with marketing analytics
Unlock the potential of your marketing data In the aftermath of the pandemic, economic uncertainty and high interest rates are forcing organizations to rethink future investments and strategic...
View ArticleThree ways AI can be used to personalize thought leadership
The rise of AI presents a significant opportunity to revolutionize how we approach thought leadership. In this article, I’ll share three ways AI can be leveraged to personalize thought leadership, to...
View ArticleLeveraging Research & Analytics in boutique investment banks
In today’s dynamic financial landscape, boutique investment banks face the dual challenge of accelerating deal flow while simultaneously modernizing operations and scaling up to significantly increase...
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