"Thank you for your work on the recent Sales Leakage in Financial Services report. I found the analysis to be very interesting, and the findings clearly suggest there are a lot of opportunities for financial services firms to improve various aspects of the prospect experience."
WHO WE SERVE
FINANCIAL INSTITUTIONS
Aite Group provides ongoing support for banks, insurance companies, broker-dealers, investment managers, and private equity/venture capital firms as they look to understand the latest market trends, technology innovation, and regulatory changes that impact their business on a daily basis. Sample engagements with financial institutions include the following:
- Customer segmentation
- Vendor evaluations
- Market sizing
- New market entry/product launch
- Due diligence
Director of strategic market analysis for a major brokerage firm
HOW CAN WE HELP?
If you have a question specific to your industry, talk with an Aite Group analyst. Call us today to learn about the benefits of becoming a client.
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