Market & Competitive Intelligence
Make Informed Decisions with Future Fit Competitive Intelligence
Stay ahead of your competition by leveraging actionable insights powered by AI and NLP engines and strategic deep dive analysis created by domain experts. Stay updated on the latest developments across the Asset and Wealth Management space. Keep a finger on the pulse of competitors by tracking their latest thought leadership content, tech disruptions, and marketing spend.
Get a magnified view of the most critical piece of intelligence and connect the dots between lagging and leading indicators. Our SMEs can drive customized market and competitive insights and deeper value proposition analysis. Our domain experts equip internal teams and leadership with intelligence from both operational and strategic perspectives
Our market and competitive intelligence solutions are backed by AI-enabled digital products and platforms. We help clients get an elevated view of competitors, focused sectors, business opportunities, and priority accounts to make informed decisions at the right time.
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):
- 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
Competitive & Market Intelligence Solutions
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
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. 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.
Competitive Intelligence
& Strategy
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. 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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