SOLUTIONS BY ROLE

No Matter Your Role,
We Can Help You Build a Better Growth Engine.

Our deep industry expertise and solutions are tailored to give you the most accurate and most actionable insights so you can make intelligent decisions.

Ready to build with us?

We Work Across Organizations to Help You Achieve Better Outcomes

Discover how our interconnected platform, solutions, and industry expertise can help you achieve your goals.

Product and Strategy

We provide Industry-leading global business intelligence, benchmarking, market sizing, asset flows, trends and research insights spanning products, industries, and markets enabling you to identify opportunities to launch world-class products, increase market share and grow revenue. 

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Ideal for:

  • Chief Product Officer
  • Vice President of Product Management
  • Chief Strategy Officer
  • Director of Product Development
  • Director of Corporate Strategy
  • Head of Market Research
  • M&A Director

Distribution and Marketing

Global distribution intelligence and research on the financial services distribution landscape and data that enables you to connect with more firms and professionals across regions, territories and industries.

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Ideal for:

  • CRO/CMO
  • Head of Distribution
  • Director of Marketing
  • Director of Sales
  • RIA/Financial Advisor
  • Business Development Manager
  • Product Marketing Manager

Research and Data Science

The most comprehensive data coverage, combined with insights, trends, and forecasts—we help you synthesize data and provide customized benchmarking and forecasting tools based on our deep industry experience.

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Ideal for:

  • Head of Research
  • M&A/Equity Research
  • Business Intelligence/Data and Analytics  
  • Analysis
  • Academics/Research

Talent Acquisition

Recruit and retain the best talent across the world. Gain access to comprehensive data and insights to help you find and recruit financial advisors and insurance professionals. Educational and informational resources to navigate retirement plan design, fiduciary challenges, and compliance.

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Ideal for:

  • Chief People Officer (CPO)
  • HR Operations Director/Manager
  • Talent Acquisition/Recruiting
  • Compensation & Benefits Manager
  • Learning & Development Manager
  • Diversity & Inclusion Manager

Media Planner and Buyer

We provide comprehensive global market perspectives, providing advertisers with deeper insights and highlighting potential opportunities for international expansion. 

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Ideal for:

  • Marketing Manager
  • Brand Manager
  • Social Media Manager
  • Agency Media Buyer
  • Media Planner
  • Content Marketing Specialist
  • SEO Specialist

Questions?

We're ready to help.