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
AI tools have already gotten a lot better from the first generation, but are they a viable substitute for the art and science of research and analytics? Not yet and maybe never. Escalent's Staff Augmentation can complete your complex tasks with speed.
The customer journey is evolving. Download our guide to boosting customer growth using its award-winning path-to-purchase research.
New exclusive data from Cogent Syndicated on affluent investor's reactions to the recent banking failures.
Latest DC Participant Planscape™ report from Escalent shows gaps in confidence levels, need for enhanced financial wellness programs and retirement income solutions
The award honors the Escalent team for its achievement using innovation to unlock insights about consumer or business trends.
A new report from Cogent Syndicated shows fee-conscious advisors are increasingly turning to Exchange-Traded Funds and decreasing their allocations to mutual funds.