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Capital Markets

41% of Banking & Capital Markets CEOs see increased share of their existing markets as the biggest business opportunity for growth.

PwC 17th Annual Global CEO Survey – Key findings in the Banking & Capital Markets industry

In an industry where market volatility has become the new norm, capital markets firms are faced with significant challenges. Demand for services is below pre-recession levels. Slow growth, compressed margins, weak consumer confidence and fear over high sovereign debt levels are reshaping the industry. Continued regulatory uncertainty makes it nearly impossible to plan for the long term. Insurmountable obstacles? We can help.

Our customer-centric approach helps capital markets firms:

  • Manage and grow customer relationships.
  • Position products and services in a relevant context for each customer.
  • Invest portfolios with dollar-cost averaging methods to reduce risk.
  • Reduce operating costs by streamlining multichannel platforms to manage client accounts online.
  • Grow and retain assets under management with products and services tailored to each client’s needs.

 
 

Featured Capital Markets Case Study

Hello, Again.

Like many companies who “had” a really strong niche market, this firm had taken its pension, retirement and wealth management business for granted. With no proactive engagement, long-term clients were taking their money to other companies that approached them. Our marketing and analytics solution brought in $69 million from just one webinar, and millions in ROI from asset inflows.

Learn more

 

What can we do for your business?

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