Client Analytics

 

Today’s competitive financial markets and constraint on capital require financial services firms to prioritise their clients and optimise their coverage.

 

Coalition Client Analytics delivers granular client intelligence that enables the recipient to evaluate client opportunities on a named basis, support overall client strategy and account planning, and identify cross-selling leads across clients, products and regions.

 

The Client analysis derives from a unique approach based upon Coalition’s proprietary wallet models and analytics, working with the leading Investment Banks.

 

Institutional Client Wallet Analytics

 

Coalition Institutional Client Wallet Analytics provides unique actionable analysis in the form of individual client wallets and performance analysis for the leading Global Financial Institutions across:

 

  • 1,300 Global Financial Institutions
  • 5 client types (e.g. Asset & Wealth Managers,
    Banks, Hedge Fund Managers)
  • 4 geographic regions (i.e., Americas, EMEA,
    APAC ex-Japan, Japan)
  • 75+ products across Equities Sales & Trading
    and FICC Sales & Trading

 

Corporate Client Wallet Analytics

 

Coalition Corporate Client Wallet Analytics provides unique actionable analysis in the form of individual client wallets

and performance analysis for the leading Global Corporations

across:

 

  • 6,000 Global Corporations
  • 9 sectors (e.g. Consumer, Energy, Industrials)
  • 6 geographic regions (i.e, North America, Latin
    America, Developed Europe, CEEMEA, Japan,
    Asia ex-Japan)
  • 20+ products across Global Markets and
    Corporate & Transaction Banking

 

The Benefits

 

Evaluate Client Opportunities

 

  • Identify pockets of client opportunities
  • Use in addition to overall benchmarking analysis
  • Align resources against the opportunity

 

Identify Cross Selling Leads

 

  • Identify cross selling opportunities
  • Ensure clients are categorised correctly (e.g. platinum, gold) bank-wide
  • Ensure clients are categorised correctly across products/regions

 

Support Client Strategy / Account Planning

  • Support strategy and planning
    for a group of or individual clients
  • Identify opportunities within
    specific client entities
  • Identify outliers and positions to
    defend

 

Questions?

  • To find out how we can tailor our analysis to best fit your needs, please contact us at: info@coalition.com