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 more
Consolidation 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 more
There’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 more
Truly 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 more
As young investors’ interest in annuities grows, advisors need to evaluate and cater to their needs —even if that means developing new ways to sell annuities
In a Insight Community with a financial services client, Escalent pushed for more topical research to balance business needs with member fatigue.
Trust is the belief and probability that a company will behave in certain ways. Trust is hard to gain, easy to lose, and best pursued indirectly.
Latest Cogent Syndicated Retirement Planscape® report from Escalent shows economic, political conditions impacting plan success and design
Escalent's ISO/IEC 27001 certification is one way we maintain rigorous vigilance on the global regulatory landscape
Latest findings from 2022 US Institutional Investor Brandscape report identifies key trends in investment strategy and asset manager selection, use and loyalty