FINANCIAL INSTITUTIONS

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
"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."
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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