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Vital insight

Market research | How we help | Financial intelligence

To make the best business decisions, you need to know precisely how your products, services, and delivery channels measure up. With competitive intelligence, you have a competitive advantage. Informa market research provides in-depth market analysis and insights to inform your strategic direction and maximize your profitability.

We help you better understand:

  • Your competition and how your own products and services compare in the market
  • How your clients engage with your products, services, and delivery channels
  • What’s happening on the front line with employee behavior, especially as it applies to regulated areas and trained procedure

 

Our custom-designed research programs include sales and service evaluations, customer engagement and loyalty research, regulatory compliance testing and performance benchmarking. We offer unmatched accuracy, timeliness, customization, and service, based on over 33 years of financial industry research expertise. 

Who we help
We conduct market research for:

  • Retail and consumer banking
  • Investment banking
  • Institutional investment and wealth management (both money management and on the advisory side)

 

 

Recommended products

Some of our top solutions are itemized below. For our full suite, please see Products & services

eBenchmarkers | Financial Intelligence

eBenchmarkers

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

Key benefits:

  • Competitor intelligence
  • Tailored analysis
  • On-site presentations
IRS market research | Financial Intelligence

IRS Market Research

Capture the customer experience and see what your competitors are doing with our research services.

Key benefits:

  • Custom programs
  • Mystery shop program
  • Surveys
SEA score | Financial Intelligence

SEA Score

Get a real understanding of client engagement and its effect on your organization.

Key benefits:

  • Deeper insights
  • Strategic advantage
  • Online dashboard and reporting

Free Analysis

Free analysis

  • EPFR, IGM Credit, IGM FX and Rates, Competitive Product Rese...

    DC Stumbles Hint That Markets’ Election Euphoria has run its Course

    By David Ader, Chief Macro Strategist for Informa Financial Intelligence 24 Mar 2017

    In the week just passed, the drama of economic data had its intermission with the data frontage subdued and most of that decidedly second tier in nature. The focus of the interest-rate community shifted to somewhat softer (though potentially far more critical) inputs on the political front and as a result found new impetus to sustain technical gains that were otherwise underway.

    Topic Changing Rate Environment US Presidential Election

  • IGM FX and Rates

    BoE outlook - may the odds favour another hawkish surprise

    By Alvin Baker 21 Mar 2017

    CPI outturns for Feb (released Mar 21) revealed prices shooting up quicker than inferred by the Feb QIR and were more in tune with the hawkish Mar MPC minutes

  • IGM FX and Rates

    European Breakfast Briefing

    By Michelle Kwek 16 Mar 2017

    Risk appetite back with a bang post FOMC, EMs in favour

  • EPFR, IGM Credit, IGM FX and Rates, Competitive Product Rese...

    The Clouds to the Fed’s Silver Lining

    By David Ader, Chief Macro Strategist for Informa Financial Intelligence 16 Mar 2017

    Let me skip over the most obvious event of the week just passed which is the ‘dovish’ Fed rate hike. I say dovish not because it’s news but because the analytical emphasis is on the subdued nature of the statement and various forms of projections (which were little changed).

    Topic Industry News

  • IRS Market Research, SEA Score

    In the News: Why Millennials See Banks Differently Than Baby Boomers

    By Sue Hines 15 Mar 2017

    News article: There is just 20 years’ difference between the youngest Baby Boomer and the oldest of the so-called Millennial generation. But those two decades spell a big difference in how these generations view banks.

    Topic Industry News

  • Competitive Product Research, Informagic

    Loan Rate Monitor - February 2017

    15 Mar 2017

    As we head into mid-March we are seeing a sharp increase in rates, primarily due to the markets anticipation of the Federal Reserve’s intent to raise the Fed Funds Rate this month. 

  • Zephyr

    New to Zephyr OnDEMAND? Learn how to generate reports.

    By Jeremy Poulin, Senior Client Consultant 14 Mar 2017

    This blog post is the first of three dedicated to helping new users of Zephyr OnDEMAND (ZOD) get started with using the platform. This post will go over how to generate a report on ZOD.

  • WealthManagement.com, IGM FX and Rates, EPFR

    Aging America to Stifle Growth

    By David Ader, Chief Macro Strategist 14 Mar 2017

    Join Informa’s Chief Macro Strategist, David Ader, as he looks at retirement demographics and what it means for US growth and interest rates.

    Topic Changing Rate Environment

  • SEA Score, IRS Market Research

    Why Branch Customer Opinions Don’t Reflect Most Banking Consumers

    By Susan Hines 03 Mar 2017

    An explosion of online and mobile capabilities has irrevocably changed how customers interact with their banks.

  • EPFR, IGM Credit, IGM FX and Rates, Competitive Product Rese...

    A Bond Guy Takes Another Look at Stocks

    By David Ader, Chief Macro Strategist for Informa Financial Intelligence 03 Mar 2017

    A couple of weeks ago I wrote a column “A Bond Guy Looks At Stocks” with a decidedly bearish spin. That was about 60-odd Dow points ago. In the spirit of doubling down I offer a bit more to the very macro concerns expressed in that missive with higher-frequency inputs.

  • EPFR, IGM Credit, IGM FX and Rates, Competitive Product Rese...

    Fed Ups The Ante: Have Things Really Improved This Much?

    By David Ader, Chief Macro Strategist for Informa Financial Intelligence 03 Mar 2017

    Driven by data and the latest runes from the U.S. Fed, opinions are changing regarding the timing of the next U.S. interest rate move (sooner rather than later is now the thing, with March as forerunner). Yesterday’s more statesman-like address to Congress by President Trump further engendered the positive narrative as evidenced by market reaction.

  • PSN Enterprise

    Q4 2016 PSN Top Guns - The Trump Trade

    By Ryan Nauman 02 Mar 2017

    Read the market review for Q4 2016 prompting the Trump Trade.

    Topic Industry News US Presidential Election

  • IGM FX and Rates

    L/T FX Forecasts: Flashback, Eur/Usd in 2016 and Beyond

    By Tony Nyman 28 Feb 2017

    IGM won the Thomson Reuters Awards for Forecasting EUR/USD in 2016, whilst finishing a clear second overall in the FX Majors polls that over 100 of the biggest banks, financial firms contribute to. We think it's worth reminding ourselves the thinking behind these estimates and whether anything much changes into 2017.

  • IGM FX and Rates

    Viewpoint: Fixed Income Week Ahead

    By Marcus Dewsnap 24 Feb 2017

    Events and data for the week ahead including plenty of Fedspeak after the US President's key speech to Congress

  • IGM FX and Rates

    BoE outlook - no reason to move, no treason in sight

    By Alvin Baker 20 Feb 2017

    The BoE has no reason to change steady policy well into the future as the run of decent late 2016 data has seemingly run out of gas

Any questions?

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