Consumer Banking

Flexible solutions | Financial intelligence

Client Engagement Research

Financial services decision makers need a complete customer engagement solution to truly understand loyalty, satisfaction, advocacy, and brand power issues. Our Client Engagement Research uses post-transactional and relationship survey programs to provide a clear view of customer and member engagement, behavior, and loyalty. To make the right strategic decisions, you can’t rely on "satisfaction" and "likelihood to refer".

In-depth insight | Financial intelligence

Delivery Channel Research

Navigating front-line channels in the retail world can be daunting. Educate yourself with our financial intelligence information and market research and understand your customers and your competition. Our delivery channel research empowers financial institutions to take action and improve sales and service performance.

Lenders and brokers | Financial intelligence

Financial Institution Product and Pricing Data

Get a real understanding of your competitors’ deposit and loan products and see how yours compare. Our ultra-detailed research gives you the information advantage over your competitors, empowering you make precision product comparisons – and more profitable pricing decisions.

A choice of solutions to help you stay ahead | Financial intelligence

Peer Benchmarking

See where you really stand amongst your competition and get a clear idea of your strengths and weaknesses to position your products effectively. Our ultra-detailed research gives you the information advantage over your competitors, empowering you make precision “apple- to-apples” product comparisons – and more profitable pricing decisions.

Investment and Asset Management

Exceptional analysis | Financial intelligence

Asset allocation, planning and analysis

You need to constantly demonstrate your value in today’s competitive marketplace to show you are the investment professional of choice. Powerful web-based tools can help you make sound investment decisions and create compelling client presentations to deliver the advantage you need to build your business. That’s Zephyr - your smartest investment yet!

Reliable content | Financial intelligence

Equity market liquidity research

TrimTabs Investment Research is part of our institutional research business focused on equity market liquidity. TrimTabs offers liquidity datasets and research reports used by some of the largest asset managers in the world.

Highly flexible reporting | Financial intelligence

Fund flow and allocations data and insights

EPFR delivers an extensive picture of institutional and retail investor flows and fund manager allocations in markets across the world. Broad, transparent, and robust, the data is collected by the EPFR team from several thousand global sources and is leveraged throughout financial markets. Choose to view a daily, weekly, or monthly snapshot, depending on your investment horizon.

Investment analysis and reporting | Financial intelligence

FX and rates insights

Get real-time, insightful, and unique commentary on currency and government bond market flow, plus technical and economic analysis. Informa Global Markets (IGM) FX and Rates provides you with accurate intelligence on what’s driving markets and whether these factors are transitory or likely to persist. As a leading provider of technical analysis, IGM is extending its offering, enabling users to navigate to or set individual alerts on a further 20 fixed pages.

Investment manager analysis and reporting

Unlock a universe of investment information, analytics, and tools with the largest Separate Account database. Simplify account data analysis and manager due diligence – PSN Enterprise, a global investment analysis tool that allows you to customize and evaluate information quickly and efficiently.

Corporations and Institutions | Financial Intelligence

Money market fund insights

Make better, informed investment and business decisions with iMoneyNet, the leading provider of money market mutual fund as well as ultrashort bonds information (includes enhanced cash and cash plus). Serving institutional clients worldwide, we provide premier data for competitive intelligence and analysis delivering fast, accurate information for more than 2,000 US and offshore money funds as well as for ultrashort bonds.

Primary bond market insights

IGM Credit gives you the edge you need to thrive in the competitive global credit markets. You’ll get real-time news and analysis of primary bond markets around the world, 24 hours a day, five days a week. And it’s delivered by experienced market analysts, many of whom have worked in the markets themselves. View more about IGM Credit.

Market data insight | Financial intelligence

Private placement data and analysis

Know what’s happening in the private investment in public equity (PIPE) and private placement capital markets right now. PlacementTracker provides real-time and historical data and analytics, bridging information gaps and saving you time and money. Find out what the current structure trends are, what your competitors are doing, and how to target new business. View more about PlacementTracker

Support from beginning to end | Financial intelligence

Strategic marketing solutions

The market-leading news and analysis hub for the wealth management community that drives real marketing results for those who want to reach it. WealthManagement.com provides investment ideas, insight, and analysis to help advisors and wealth management professionals grow their business. View more about WealthManagement.com

Wealth Management

Asset allocation, planning and analysis

You need to constantly demonstrate your value in today’s competitive marketplace to show you are the investment professional of choice. Powerful web-based tools can help you make sound investment decisions and create compelling client presentations to deliver the advantage you need to build your business. That’s Zephyr - your smartest investment yet!

Easily access return data | Financial intelligence

Custom investment proposal creation

It’s the dream of your investment planning sales force – a tool that helps them create compelling, compliant, proposals fast. WealthIQ is a huge time-saver. Asset allocation strategies, investment portfolio templates, and investment plans are all easy to create. With workflow improvement and compliance monitoring, advisors can focus on client relationships.

Market leading services | Financial intelligence

Factsheet production

Take the hassle out of managing, producing, and delivering fact sheets while meeting your data collection, review, and auditing needs. Profile Producer is a web-based solution that offers a compliant, efficient, and cost-effective way of producing custom fact sheets. Whether you’re involved in the fact sheet production process, or you use the end result for client sales presentations, we’ll make sure your needs are met.

Data integration | Financial intelligence

GIPS investment composite management

Create accurate composites of your choice, get automatic reports, and have the ability to market portfolio performance. Data is fed seamlessly by PerformanceIQ and then composite performance can be pushed to PSN for marketing. CompSiteIQ makes creating and maintaining composites easy. Simply choose the rules you want and eligible accounts will be added automatically, with reports generated showing portfolio performance.

Money market expertise | Financial intelligence

Investment and wealth performance reporting

Save time. Cut errors. Increase client confidence. With PerformanceIQ all your data is pre-verified by our team so you can create client-ready portfolio reports in a flash. Designed for wealth managers and advisors, PerformanceIQ allows you to create customizable reports for every client. With complete confidence in your data, you can communicate faster and win more business.

Investment manager research

Unlock a universe of investment information, analytics, and tools with the largest Separate Account database. Simplify account data analysis and manager due diligence - PSN Enterprise, a global investment analysis tool that allows you to customize and evaluate information quickly and efficiently.

Investment policy statement compliance

Make sure investments in a client’s portfolio are in line with the investment policy statement they agreed to with their financial advisor. ComplianceIQ takes care of compliance monitoring for you. It monitors rules, tracks violations, and logs when policy exceptions are resolved, managing your workflow and creating an audit trail.

Data from your peers | Financial intelligence

Separately managed accounts data

Unlock a universe of investment information with the largest Separately Managed Accounts (SMA) database. Access key money manager returns data across multiple metrics with PSN SMA Data.

Financial Products and Services

Consumer Banking

Investment and Asset Management

Wealth Management