Skip to content

Financial Intelligence

We help financial institutions take decisive action in a noisy world.

Financial Intelligence has a portfolio of brands that work with customers in retail and commercial banking, and in investment, asset and wealth management.

We provide peer benchmarking services, product and pricing information, specialist data and analytics, digital customer research and intelligence, cutting through the noise to help financial institutions understand trends, forecast performance, develop their products, boost returns and make informed decisions.

We have particular expertise in retail banking intelligence including in real estate lending products, in customer experience research, in fund flow data and in specialist fixed income information.  

What are my competitors doing? How are they pricing products? What do customers’ journeys look like online? FBX answers these questions and more for companies working in retail and commercial banking. We provide peer benchmarking, competitive pricing and performance data, digital banking intelligence, customer journey research and workflow solutions.

Investment professionals rely on EPFR for unique data and insight on global fund flows and allocations. EPFR tracks over $45tn in assets to help financial professionals understand where money is moving, how it is being invested and the impact on geographies, sectors, industries and securities.

Know the credit markets inside out with IGM’s real-time primary bond market data, news and analysis. We provide trusted, accurate and timely syndicated bond data and intelligence, with round-the-clock content from around the globe covering investment grade, high yield, emerging markets and securitization issuance.

Zephyr helps investment professionals and financial advisers looking to retain and enhance their client relationships and make investment decisions with confidence. We provide portfolio analytics, tools for investment analysis and client reporting and presentation capabilities that guide thinking and showcase expertise.

Portfolio teams and fixed income groups measure and benchmark their performance against other fund providers using iMoneyNet’s in-depth competitive analysis and rankings. Sales and marketing professionals also bring in new prospects and market their funds’ performance through our service.