A Company of THE BOSTON CONSULTING GROUP

Client Intelligence

The program, a ‘voice of client’ market analysis, is based on circa 2000 buy-side interviews supplemented by high touch interviews with senior decision makers on the buy-side.

The report provides insight into client sentiment on current and expected market trends, broker service expectations and relative importance. Additionally, it provides a view of the competitor landscape at a product, region and client type level.

Who is it for?

  • Heads of Strategy, Sales, Marketing and Product including eCommerce and Operations teams

Frequency

  • Annual report

Scope

Analysis is focused around four high-level topics:

  • Market trends: advancement of electronification, regulatory implications and execution preference
  • Broker choice behaviour: importance ratings of different service factors, number of counterparties by client type and research providers/channel preference
  • Competitive positioning analysis against a group of investment banks: overall ranking by mentions, service criteria in Sales/Operations/eServices
  • Brand Advocacy Index: a brand metric measuring brand advocacy and drivers of sentiment

Why do it?

The program enables firms to understand client stickiness, service areas in need of of improvement, and the competitive landscape and market more generally – at a regional and client type level. 

Clients are presented with an opportunity to better understand the perceptions and behavior of their client base, by e.g. looking at their brand advocacy versus peers and what drives it. Additionally, the program provides insight into client trading behaviour and service expectations across different segments, as well as an illustration of the difference between general market sentiment and the sentiment of the firm’s own clients.

The insights provided by program can be used to identify risks, as well as revenue opportunities, across different client segments and markets.

What you get

  • A full report on Equity, FX, Rates and/or Credit by region and client type. Additional factors (i.e. AuM/Sales turnover etc.) are available on request
  • The opportunity to customize findings for individual member firms

Client commitment

  • Firms are not required to provide data, however there is an option for members to provide client contacts to be interviewed/surveyed by Expand for the study.

Related products

The program can be used in conjunction with the Trading Strategies analysis.

Next Steps

To find out more, please use the form below. Alternatively, contact your local office using the below phone numbers.

Worldwide

Tel: +44 (0)20 7337 2100

USA

Tel: +1 (212) 913 9270

Singapore

Tel: +65 6823 1460





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