Stay ahead and drive competitive advantage
Make Informed Decisions with Future Fit Competitive Intelligence
The level of competition within the Asset and Wealth Management space has reached a new high and sustaining the same profitability margin and growth has become difficult to achieve. Strategies that have been successful in the past become redundant in no time amid fast-changing investor preferences and industry disruptions. Competitive Intelligence strategies must constantly evolve and adjust to this dynamic market environment and competitor moves. In such a fast-evolving challenging marketplace, a well-oiled Competitive Intelligence function becomes critical to success.
Evalueserve offers an integrated Market and Competitive Intelligence Program that combines an AI, NLP, and Generative AI enabled digital solution, Insightsfirst, and domain experts. Global Asset and Wealth Management (AWM) firms leverage our MICI program which is scalable and addresses the intelligence needs of multiple stakeholders; we offer:
- AI and Generative AI enabled Technology Platform (Insightsfirst): curates’ information from 200,000+ data sources and provides self-service and timely intelligence on your key competitors
- MICI Processes: streamlined processes to gather, aggregate, and disseminate timely
- Domain Expertise: bring in strategic and actionable insights by identifying underlining leading indicators thereby adding business context to the platform insights
Product launches, tech disruptions, branding/marketing activities to create robust go-to-market strategies.
Eminence and thought leadership content, positioning, and focus areas to identify white spaces.
Our Advantage
Measurable Business Benefits
Improvement in productivity
Increase in cost savings
More efficient
Other business benefits of engaging with Evalueserve include (but are not limited to):
- Insightsfirst offers a generative AI chatbot, Research Bot that leverages large language models (LLMs) and is trained on proprietary domain-specific data to deliver summarized responses.
- Complement your internal competitive and marketing intelligence effort with our scalable technology and domain experts.
- Reduce time-to-market with actional intelligence to strategize, tap opportunities, and mitigate risks.
- Flexible and value-based engagement models.
Our Capabilities
Market and Competitive Intelligence Solutions for Asset and Wealth Management
Market Analysis
& Strategy
Understand the state of the market, changing investor landscape and demands, fintech innovations, digital disruptions, high-growth areas such as ETFs and Robo-advice, M&A activities and valuations, regulations, and the impact of macroeconomic factors. Develop a deeper understating of your market segment by learning and assessing the potential impact of these aspects on your business.
Brand & Marketing
Strategy
We support create a holistic view of your competitor's marketing strategy, brand positioning, and campaign strategy. Also, assess different channel strategies of competitors for carving stronger business-to-customer (B2C), business-to-business (B2B), and peer-to-peer (P2P) communication. This enables client’s build a stronger brand image, create differentiated marketing strategies, have meaningful relationships, and improve levels of satisfaction among retail and institutional clients, all while improving your bottom line.
Competitive Intelligence
& Strategy
Our domain experts help exploit your current and potential competitors’ weakness and learn from their strengths to create a robust business strategy and bolster performance. Focus on drivers of long-term business success that go beyond traditional financial statements. Develop an in-depth understanding of competitors’ business models, strategic priorities, capability & offerings to frame a more effective business strategy.
Product
Intelligence
Develop and differentiate your product offerings in the most optimal way to stay ahead in the industry. We help gather intel on strategies that have disrupted existing relationships like investor-manager, manager-distributor, and advisor-investor. Conduct competitor product benchmarking & analysis to identify a gap in offerings, understand evolving customer needs, and gauge product strategy to enhance competitiveness.
Reference Case
Improving Brand Positioning and Revamping Marketing Strategy with Competitive Intelligence
A top-tier US-based asset management firm was concerned about its distorting core brand positioning & value and hence wanted to assess competitors’ marketing strategies and product promoting campaigns to revamp its strategic roadmap so as to strengthen its core brand positioning and to retain a strong competitive edge in its core space.
Related Resources
Optimize your outcomes.
Digital Financial Planning and Advice Competitive Benchmarking for a Leading Asset & Wealth Management Provider
In a constantly evolving Asset & Wealth Management industry, the client wanted to have a comprehensive view on the digital financial planning, advice, guidance and educational resources/tools that competitors provide and benchmark them with their own capabilities to identify the gaps and subsequently address these gaps.
Strategic Competitive Assessment for a Fortune 100 Financial Services Provider
A Fortune 100 Financial Services firm offering investment, advice and retirement solution wanted to analyze value proposition and differentiation strategies of key competitors’ and identify implications to their evolving strategy and value proposition.
Whitespace Analysis and Actionable Recommendations with Product Benchmarking
In rapid and fast evolving Asset & Wealth Management industry, the client wanted to have a comprehensive product benchmarking across capabilities to identify the gaps and subsequently address these gaps by zeroing in on the most critical capabilities.
Insightsfirst Competitive Intelligence For Asset and Wealth Managers
Access actionable insights powered by AI / NLP and curated by domain experts. Stay updated on latest developments across the Asset and Wealth Management space.
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