Best Practices for Formal Meetings with Investment Consultants
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Greenwich Associates' Christopher Dunn shares some of the insights about how to prepare for a formal meeting with an investment consultant.
Greenwich Associates Most Impactful Research Findings of 2015
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A review of the top market structure trends of 2015 and what they mean for 2016.
Persona-Based Client Segmentation Model for Investment Managers
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Learn how managers can upgrade their distribution models to better serve an increasingly complex and fragmented institutional client-base.
Differentiated Customer Experience Through Advanced Segmentation
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Gary Parilis and Larry Baily explore the various types of market segmentation available and provide guidelines for which option is best for a given situation or need.
Swap Execution Facilities: What's Next?
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Kevin McPartland, Head of Market Structure and Technology Research, and special guest speakers take a closer look at Swap Execution Facilities.
Mobile Banking Capabilities in Wholesale Banking
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The changing importance of mobile in the wholesale landscape and the realities of an effective mobile platform.
The Power of Real-Time Feedback in CEM Programs
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Learn share how companies in the financial services sector are benefitting from an EFM implementation.
Equity Market Structure Update – The Search for Liquidity and Potential for Unbundling
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John Colon presents a 30-minute review of Greenwich Associates research examining the U.S. equity market.
A Disruption in Progress: Bitcoin, Blockchain and the Capital Markets
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Kevin McPartland and Dan Connell review how Blockchain, and other distributed ledger technology, has the potential to massively disrupt capital markets.
The Future of Institutional Relationship Management
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Andrew McCollum reviews the changes of the relationship management function within asset management organizations and the requirements for relationship management professionals in the future.