Seamlessly weaving together customer experience data streams
Financial Services
Future-Proof Your FS Research Team
Boost Productivity and Win With a Dedicated Team Model
As technology upends the trillion-dollar financial services industry, Escalent is on the inside. The world’s leading financial institutions trust our experts to guide them through disruption. Every day we talk to the specialized populations critical to our clients’ success, uncovering unparalleled financial services insights. Our blend of primary and secondary research, syndicated research tools, agile implementation model and advisory services for banking, wealth management, insurance and fintech firms produces powerful, award-winning, financial services industry research to move you up and to the right.
Cogent Syndicated and Javelin Advisory are trusted and respected for industry-leading, forward-looking research and consulting in the financial services market. Backed by Escalent, these financial services teams offer an unbeatable, diverse, and in-depth view of the industry through multiple lenses.
In the competitive financial services market, your brand is the backbone of your go-to-market strategy. Building a trusted, respected brand will build your business. From positioning to developing messaging that sets you apart, we help you manage your brand wisely, monitor it obsessively, and reveal opportunities to evolve so you can future proof your most powerful asset.
Show me moreConsolidation in the financial services industry is rampant, with big firms get bigger and gobbling up market share. But assessing your market and competitors and determining your best match for partnering or M&A has never been easier. Why swipe right on the wrong match? In the high-stakes game of mergers and acquisitions, up-to-date intelligence is everything.
Show me moreThere’s data spread across your firm. What if you could use it? Uncover obstacles and opportunities across your business from data you already own. Dashboards pull your data together, making it actionable with structured management and data visualization. And combining financial, corporate, and external data streams provides transparency to see clearly and act decisively.
Show me moreTruly knowing what your customers want, need and expect from a financial services firm is foundational to your growth. Pave definitive paths to purchase, create impactful segments and build a great CX program from the bottom-up to meet top-down demands. Our award-winning financial services research and consulting helps you move forward, quickly and innovatively.
Show me moreThe customer journey is evolving. Download our guide to boosting customer growth using its award-winning path-to-purchase research.
Latest Cogent Syndicated report reveals advisors consider external wholesaler meetings more effective. To optimize advisor engagement, asset managers need to work to maximize the number and effectiveness of combined interactions
See how a financial services market research group leverages a dedicated team model to move faster, stay flexible and deliver actionable insights.
Latest Cogent Syndicated report among retirement plan advisors finds that Empower is steadily growing it's brand awareness and using advisors as a lynchpin to gain traction in the DC ecosystem.
Escalent's Tech TrustBuilder is a scientifically-validated framework that measures trust in technology to help brands build bonds with people
Latest Cogent Syndicated DC Participant Planscape™ report from Escalent shows financial wellness offerings better prepare participants for retirement
