Research & Client Analysis

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Do you have the ability to fully capture how research is being used and track how analysts support priority client programmes?

Do you have the ability to evaluate and track research services and understand to what extent they translate into commercial activity? Do you have a deep understanding of how analysts are using their time with clients and how their ideas are being traded? Does your current IT infrastructure enable effective reporting on such activities? Could your business benefit from significant insight into fully managing Research?

In the current cycle banks have refocused their business models around servicing priority clients as well as introduced Research Web portals to service lower tier clients on a low touch basis. As part of this shift the ability to evaluate how research is being used by Sales and Clients has become increasingly important. As a Head of Research or sector Analyst you're always being asked by Clients "What are your top ideas?", so knowing how clients are consuming and trading those ideas has become key information which is rarely captured or made easily available. Previously, the ability for analysts and their Management to obtain this information has become difficult to pull together and even for those that do - often a complex and costly exercise.

Project Brokers has developed a new Business Discovery framework which uses a QlikView application to enable businesses to extract and consolidate readership and site usage from multiple sources and combine it with your internal Client data to create a complete picture. The result is a user-friendly interactive dashboard which provides a holistic overview on user behaviour of research combined with website and Analyst activity. Further analysing power lies in the ability to dive into the detail of the single Analyst, Client or group of priority Clients.

Through the Research applications design, the accuracy of reporting has increased; there is a faster turnaround in identifying and filtering data anomalies and building customer best practice rules. In addition the application provides custom views for the Analyst, Sales and Relationship Management perspective. From a Management team perspective the application allows them to utilise the custom view to optimise the business model as well as monitor progress. Other types of related analysis can include:

• Comprehensive Strategy overview of Research and Client performance
  
  
• Ability to evaluate how research is being used by Sales and Clients
  
  
• Effective monitoring of the activity in the website versus other third party channels
  
  
• A deep understanding of which authors and articles are getting more hits
  
  
• Monitor Analyst Objectives tracked against performance
  
  
• Ability to track client development around specific product initiatives

By providing increased visibility, the application can aid monitoring of Research team performance, allowing businesses to ensure individual analysts’ objectives are aligned to performance targets, and strategic goals.

EMPOWERING YOUR BUSINESS TO IMPROVE

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More Information

To organise a demo, or for more information on our Research & Web application please get in contact: enquiries@projectbrokers.com

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