Today’s competitive financial markets and constraint on capital require financial services firms to prioritise their clients and optimise their coverage.

Coalition analytics are a unique combination of proprietary databases and wallet models coupled with direct validation from market participants. They can help you size the market by regions, client types or products, check that your priority clients are the right ones, estimate client potential on a name by name basis or source key decision-makers within your client universe.

Coalition’s client analytics product delivers granular client intelligence through its three complementary services: Industry Revenue Pools, Client Wallets and Organisational Map.

Industry Revenue Pools

Coalition’s client analytics provide a deep understanding of the size, growth and potential of a specific market across:

• 7 client types (e.g. Asset & Wealth Managers, Hedge Fund managers, Corporates)
• 4 geographic regions (Americas, EMEA, Japan and Rest of Asia)
• Over 15 products across Equities and Fixed Income

Individual Client Wallets

Coalition’s unique proprietary models’ actionable analysis help you prioritise your current client list, identify new clients, measure revenue gaps and optimise coverage across product, client types or/and regions:

• Individual Wallets are estimated for more than 7,000 firms including hedge fund managers, asset managers, banks, insurance companies, large corporates and public sector entities
• Detailed wallets are estimated for the largest 1,000 client entities

Organisational Maps

Coalition’s organisational maps help you identify and profile key decision-makers including portfolio managers, traders and research analysts. By linking a client’s sales force to a Coalition client map, we are able to assess coverage gaps and identify any new opportunities for client engagement.