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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)

 

 

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

eBenchmarkers | Financial Intelligence

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IRS market research | Financial Intelligence

IRS Market Research

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SEA score | Financial Intelligence

SEA Score

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

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Free Analysis

Free analysis

  • EPFR, IGM Credit, IGM FX and Rates, WealthManagement.com, Co...

    Why Corporate Tax is the Worst Tax of All

    By Charles Biderman, Informa, TrimTabs 21 Sep 2017

    No Corporate Taxes Could Increase All Collected Income Taxes. Imagine the US having 0% corporate income taxes. First obvious impact would be to dramatically increase business profits and return on equity. US companies would have an obvious cost advantage over every country with a corporate income tax. What better initial and long-term boost to US productivity and competitiveness could there be than eliminating corporate taxes? Read more from Charles Biderman.

  • IGM FX and Rates

    BoE/MPC insight - normalisation path now in sight

    By Alvin Baker 15 Sep 2017

    BoE policy normalisation path is now in sight following one of the biggest meeting surprises in several years

  • Competitive Product Research, Informagic

    Loan Rate Monitor - August 2017

    15 Sep 2017

    As we head into mid-September, we are finding that there has been an overall decrease in mortgage rates. August showed a steady decline, including some record lows for the 2017 year.

  • EPFR, IGM Credit, IGM FX and Rates, WealthManagement.com, Co...

    Trump’s Negative Impact on Economy Increasingly Obvious

    By Charles Biderman, Informa, TrimTabs 13 Sep 2017

    There is no question that US stock and bond markets have each been going up in price ever since Donald Trump was elected President. However, underlying the appreciation of stocks and bonds are more and more warning signs that all is not well for the longer term – all due to a growing awareness of the ineffectiveness of the Trump administration. Read more from Charles Biderman.

  • IGM FX and Rates, IGM Credit

    Will This Bond Rally Last?

    By Amey Stone 09 Sep 2017

    Will This Bond Rally Last? Thanks to North Korea, Hurricane Irma, and low inflation, bond yields keep falling. They shouldn’t get much lower from here. Written for Barron's by Amey Stone.

  • EPFR, IGM Credit, IGM FX and Rates, WealthManagement.com

    Range Changed, but Don’t see Much More Rally

    By David Ader 08 Sep 2017

    It is a rare event indeed to see a front page of the WSJ start with a headline; “Array of Threats Stirs Up Markets” – and then write what’s effectively a Credit Markets column telling you what’s up with interest rates. It’s a fine story, make no mistake, but focuses one’s attention on the recent and still more immediate story which basically captures what’s motivating moves in Treasury yields. To wit, we have 1) Hurricane Irma, on the heels of 2) Hurricane Harvey, 3) ongoing to expanding tensions with North Korea, 4) dovish Fed comments from Fed doves, 5) the steady litany of low inflation figures, and concludes with structural element such as, 6) ‘potentially intractable forces, such as globalization and technological advances’ and global debt levels and the aging population. Read more from David Ader's latest musings.

    Topic Industry News

  • EPFR, IGM Credit, IGM FX and Rates, WealthManagement.com, Co...

    September Monthly Interest Rate Outlook

    By Marcus Dewsnap 01 Sep 2017

    Monetary policy remains ultra-accommodative in historical terms. The global central bank balance sheet has continuously expanded for around 10-years. Yet the Fed is ready to begin tapering reinvestment which brings to attention liquidity withdrawal. Read more from Informa Global Markets by clicking the button below.

    Topic Changing Rate Environment Global Investment Flows Industry News

  • EPFR, IGM Credit, IGM FX and Rates, WealthManagement.com

    Data Balance Tips Scales a Tad to Bulls

    By David Ader 01 Sep 2017

    In the week just passed, the Treasury market eked out some further gains largely on the back of non-economic events like North Korea’s missile across Japan and the floods in Texas where some estimates of damage exceed $100 bn to as much as $190 bn (AccuWeather). The economic impact, of course, remains an unknown but that it will initially be a drag on GDP is understood. Katrina cost $160 bn. The very tame NFP report came after the fact but does enhance a bullish perspective. Job gains were weaker-than-expected at 156K overall, 41k worth of downward revisions, an uptick in UNR and remarkably tame 0.1% rise in average hourly earnings. Ouch. Read more from David Ader's latest musings.

    Topic Industry News

  • EPFR, IGM Credit, IGM FX and Rates, WealthManagement.com, Co...

    Income Growth Stops When Government Debt Surges

    By Charles Biderman, Informa, TrimTabs 31 Aug 2017

    Rapid economic growth is just around the corner, say Central Bankers, Wall Street economists and global investors. However, all that has been growing in the US and the rest of the developed world is government debt. What has not been growing is average and median household income - no matter what monetary strategies central banks create. Read more from Charles Biderman.

    Topic Changing Rate Environment

  • Mapa Research

    PayPal and P2P Payments: A strategic push for market share

    By Mapa Research 30 Aug 2017

    PayPal has spotted an opportunity to grow its market share in peer-to-peer (P2P) payments. The ultimate goal is to offer more flexibility in terms of how customers send and receive money from each other. By bringing its proposition closer to customers, the provider is offering access to its P2P payments services directly within partnering apps and channels. Strong competition in the market meant that it had to move quickly, resulting in a number of partnerships with leading players in the past year – Microsoft, Slack and Skype, to name a few. This free Mapa Research report looks at PayPal’s expansion strategy in the P2P payments market. Although, partnerships seems to be the main tactic it is also using the PayPal mobile app and the increasingly popular Venmo app to complement the plan. Download the report to find out more.

    Topic Industry News

  • EPFR, IGM Credit, IGM FX and Rates, WealthManagement.com

    #Rangebound . . . Yawn, Waiting.

    By David Ader 25 Aug 2017

    Trump threatens US government shutdown over funding for his wall. Markets shake a little more. Read more from David Ader's latest musings.

  • iMoneyNet

    Taxable MMFs Enjoy 50-Basis Point Edge

    By Mike Krasner 24 Aug 2017

    Average seven-day yields for Taxable MMFs have grown their yield advantage over popular bank savings products since the last time we peered at this issue in early January (See Money Fund Report #2143).

    Topic Asset Allocation

  • EPFR, IGM Credit, IGM FX and Rates, WealthManagement.com, Co...

    US Equity Funds Having Biggest Outflow Since Jan. 2016

    By Charles Biderman, Informa, TrimTabs 23 Aug 2017

    At Same Time Informa TrimTabs MacroIndex Makes New High US Equity Mutual and US Equity Exchange Traded Funds are on track for the biggest one month combined outflow since January 2016. That bearish tidbit follows on what I wrote last week, which was that US public companies have announced the least amount of new stock buybacks this earnings season in five years, and have also reduced actual capital expenditures on new plant and equipment so far this year to the lowest level in five years. Read more from Charles Biderman.

    Topic Changing Rate Environment

  • Zephyr, EPFR

    Revisiting Sharpe’s “Tracks in the Sand”

    By Ryan Nauman 23 Aug 2017

    Nearly 30 years have passed since William Sharpe introduced returns-based style analysis (RBSA) to the investment world in his landmark article, “Determining a Funds Effective Asset Mix.”

    Topic Industry News Risk Asset Allocation Returns Based Style Analysis

  • EPFR, IGM Credit, IGM FX and Rates, WealthManagement.com

    Politics, Geo and Otherwise, Encourage ‘Bullish’ Range Bias

    By David Ader 18 Aug 2017

    The week just passed was a back and forth story for the Treasury market with, initially, a relaxation of tensions over North Korea edging rates higher which got a further lift on the back of a firm Retail Sales report and its prior upward revisions. That pressure reversed when Trump came back with yet another fiery condemnation of all sides in the Charlottesville altercation saying that both sides, including the apparently newly formed ‘alt left’, were behind the violence and equating Confederate generals to George Washington and Thomas Jefferson. The latter pair, as I recall, were in favor of creating a union vs. breaking it up so I’m not sure the analogy fits, but there you go. Read more from David Ader's latest musings.

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