SOLUTION SUITE
Actionable insights, thought leadership, and research that facilitate decision-making and drive growth.
Proprietary Datasets and Global Market Perspective
Deep Industry Expertise
Transforming Data Into Actionable Insights
Our Latest Research Insights
U.S. Rep Movement Report: Independents and RIAs Continue to Gain Ground
The most common destination for departing reps was firms within the same distribution channel. However, a significant number of reps
CIT Assets Reach New Heights: Exploring the US $6tn Opportunity
Collective investment trusts have aggressively pursued opportunities within retirement channels that were historically built around, and provided greater protection for,
Windows into DC, Q4 2024: Defined contribution net flows return to pre-pandemic levels
Despite significant headwinds in withdrawals, gross inflows have reached new records every year since 2009, supported from both the employer
Explore some of the ways MarketSage can help you achieve growth.
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We engage deeply with clients across their organizations to help them answer strategic questions spanning the financial services industry value chain – from the Board and C-Suite level, to product development, distribution, marketing, operating model efficiency, and working with advisors, intermediaries and investors – across all industry verticals.
See how we help clients cut through the noise to identify opportunities and drive growth:
Assess Market Trends and Competitive Benchmarking
- Evaluate the most important market trends and impacts.
- Utilize research forecasts to identify and confirm medium and long-term market trends.
- Rank your firm relative to competitors and conduct a benchmarking analysis.
Identify Product and Channel Opportunities
- Understand the significant market and competitive opportunities driving product development or consolidation.
- Analyze how market demand is trending.
- Strategies to deepen penetration in existing or to enter new markets.
- Utilize product and channel forecasts to inform our strategy.
Enhance Distribution and Marketing
- Optimize your sales and distribution strategies.
- Identify opportunities to gain distribution shelf space.
- Segment and connect with your target audiences including intermediaries and gatekeepers.
- Utilize best practices to tailor your marketing strategies to enhance outreach effectiveness.
- Improve your operating model efficiency based on peer group or competitive benchmarking analysis.
Intermediary and Investor Priorities
- Better understand issues driving advisors and intermediaries.
- Analyze advisor and intermediary perspectives on specific asset managers and insurance/annuity providers.
- Ensure we are meeting regulatory obligations.
- Evaluate how competitors, industry participants, and regulators navigate regulatory changes.
We Cover the Global Financial Services Landscape
The MarketSage research platform provides access to a comprehensive array of global research solutions spanning every part of the financial services industry.
MarketSage Solutions Suite
We’ve built a world class research and thought leadership team, providing actionable insights powered by data and deep expertise, designed to meet your growth needs.
Comprehensive Datasets Powering Our Research
Proprietary Datasets
Integrated and Normalized Third Party Data
Primary Research: Qualitative and Quantitative
Client-Supplied Data (Consortia)
AI-Generated Predictive Analytics
Derived Datasets and Signals
A wide array of research offerings tailored to your needs
Thought Leadership and Insights
Global Investor Wealth Trends and Forecasts
Sentiment and Behavioral Research
Peer and Competitive Benchmarking
Industry, Product, and Distribution Analysis
Topical Reports and Custom Research Studies
Extensive global industry coverage spanning key segments
Asset Management (Retail and Institutional)
Wealth Management
Insurance and Annuities
Retirement (DC and Superannuation)
Managed Accounts
Fintech
Retail Banking
Household Wealth (Investors)
529/ABLE
Explore Our Latest Research Insights
U.S. Rep Movement Report: Independents and RIAs Continue to Gain Ground
The most common destination for departing reps was firms within the same distribution channel. However, a significant number of reps
CIT Assets Reach New Heights: Exploring the US $6tn Opportunity
Collective investment trusts have aggressively pursued opportunities within retirement channels that were historically built around, and provided greater protection for,
Windows into DC, Q4 2024: Defined contribution net flows return to pre-pandemic levels
Despite significant headwinds in withdrawals, gross inflows have reached new records every year since 2009, supported from both the employer