





Conpas Rating
-
Overview
Coalition Greenwich provides strategic benchmarking, analytics, and insights to the global financial services industry, delivering high‑value, data‑driven intelligence that helps clients measure, compare, and improve business performance worldwide
Number of Employees
1,001-5,000
Services Provided
Consulting
Conpas Rating
-
Overview
Coalition Greenwich provides strategic benchmarking, analytics, and insights to the global financial services industry, delivering high‑value, data‑driven intelligence that helps clients measure, compare, and improve business performance worldwide
Number of Employees
1,001-5,000
Services Provided
Consulting
Regions
Asia, Europe, North America, Oceania
Countries
Australia, India, Japan, Singapore, United Kingdom, United States Of America
Regions
-
Countries
Togo
Year of foundation
2020
Structure
Public Company
Industry
Financial Services
Year of foundation
2020
Structure
Public Company
Industry
Financial Services
Problems we solve
The Competitive Intelligence Gaps That Hold Financial Institutions Back
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Consulting Solutions By Capability
Analyst Advisory & Market Trends
Industry-leading data, research and advisory subscriptions to help clients stay ahead on key trends impacting capital markets, market structure and technology. Ongoing reports cover corporate bond trading, US Treasury volume records, OCIO trends, and European institutional investment to support informed strategic decision-making.
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Benchmarks
Strategic benchmarks measuring revenue growth, wallet share and retention across sales, product, service, operations, brand and technology to help financial institutions identify strengths and close gaps. A Global Bank achieved a 20% reduction in service calls following recommendations on UX design and client training; a European Fixed-Income franchise increased wallet share and revenues through focused sales strategy targeting high-potential buy-side firms.
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Client Analytics
Granular insights combining wallet data and real-time buy-side feedback to evaluate opportunities, guide strategy and identify cross-selling leads across clients, products and regions. Enables targeted account planning and opportunity identification to drive revenue growth.
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ESG Analytics
Data-driven insights into client and prospect sustainability behaviours to uncover key ESG trends and support smarter, sustainability-informed business decisions. Helps financial institutions identify and act on emerging ESG opportunities in their client portfolios.
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Greenwich Exchange
Peer-based intelligence programme where 40,000+ senior financial professionals participate in research studies and receive benchmarking data in exchange, informing business strategy. Combines real-time competitive intelligence with actionable benchmarks across capital markets, wealth management, and institutional finance sectors.
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Market Services
Targeted marketing solutions covering product demand, market and client trends — from planning to content creation, distribution and promotion — to boost brand and thought leadership. A European Exchange's thought leadership campaign won the exchange's annual award for most effective marketing initiative.
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Wealth Management Analytics
Benchmarking and analytics tailored for wealth managers and RIAs to measure performance, understand client expectations, and identify growth opportunities. Provides comparative metrics and actionable insights to support strategic planning and performance improvement in the wealth management sector.
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Digital Solutions By Capability
Client Intelligence
A digital solution providing granular client-level analytics and insights to help financial institutions identify cross-sell and retention opportunities. Integrates wallet data and client behaviour analytics to support targeted account planning and revenue growth initiatives.
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Explorer
A self-service analytics platform that allows financial institutions to explore benchmarking data and competitive intelligence interactively. Provides interactive dashboards and drill-down capabilities to analyze performance across multiple dimensions including revenue growth, wallet share, retention, and competitive positioning.
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Greenwich ACCESS™ for Asset Managers
A subscription-based research and advisory access platform providing asset managers with analyst insights and market trend intelligence. Delivers curated research, trend analysis, and thought leadership specifically tailored to asset management industry needs and strategic priorities.
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MarketView
A market technology and data delivery platform providing real-time market structure and trading analytics accessible via the Coalition Greenwich portal. Delivers real-time market data and analytics to support trading operations, market analysis, and strategic decision-making across capital markets participants.
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Prospect Match
A targeting tool that matches financial institutions with high-potential prospects based on wallet data and buy-side intelligence. Uses proprietary algorithms and market research to identify and rank prospect opportunities aligned with institutional capabilities and strategic priorities.
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