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43 product(s) and free and sample content

From: eBenchmarkers - Financial Competitor Benchmarking

eBenchmarkers - Financial Competitor Benchmarking

Track your performance against competitors, understand market trends and identify new opportunities.

  • Competitor intelligence
  • Tailored analysis
  • On-site presentations

eBenchmarkers - Financial Competitor Benchmar...

Challengers vs. Incumbents: The battle for account primacy

By Drew Hallewell 19 Jun 2019

Challengers vs. Incumbents: The battle for account primacy

The financial services market has seen a wave of new challengers enter the retail banking space and since the mid-2000s, they have announced impressive statistical landmarks. The challengers are gaining share but how serious is the threat of them taking primary accounts from the incumbents? This blog piece by Drew Hallewell compares a recent Monzo landmark event against our performance data to explore that very question.

Topic Industry News Fintech

From: Zephyr Portfolio Analytics

Zephyr Portfolio Analytics

Make intelligent decisions with the premier solution for portfolio analytics, research, and custom reporting.

  • First-class customer service
  • Robust math API
  • Highly flexible reporting and presentations

EPFR Fund Flows, Zephyr Portfolio Analytics, ...

Bond guy looks at stocks

By David Ader 03 Feb 2017

Bond guy looks at stocks

I am first, foremost and solely a US Interest Rate Strategist (call me I-rate for short) so it is with no shortage of anxiety that I dare delve into the equity market. That said, I do look at the evidence and there are things out there that make me wary of equity valuations which, all things being equal, should serve as a brake of sorts on a sharp rise in bond yields.

Zephyr Portfolio Analytics

Alternatives and Roles they play in Asset Allocation

By Ryan Nauman 05 Jan 2017

Alternatives and Roles they play in Asset Allocation

In the aftermath of the Credit Crisis, diversification has come under the microscope. Portfolios that were traditionally considered diversified could not withstand the global reach of the crisis and protections failed when they were needed most.

Topic Asset Allocation

From: LendersBenchmark™ - Financial Lending Analytics

LendersBenchmark™ - Financial Lending Analytics

Assess your competitive position, identify market opportunity, and positively impact share, margin, risk and operational execution.

  • Custom programs
  • Competitive intelligence
  • Accurate rate and fee data

LendersBenchmark™ - Financial Lending Analyti...

Why Benchmarking Matters - Make Informed Decisions & Improve Profit Opportunities

By John Sayre 13 Aug 2019

Why Benchmarking Matters - Make Informed Decisions & Improve Profit Opportunities

Topics covered in this webinar: Testing Pricing Strategies Optimizing Margin Opportunities Understanding Price Position Uncovering Volume Opportunities Using Market Data vs. Relying on Anecdotes

Topic Industry News