about us

Since 1993, ClientKnowledge has become the leading research, analysis and advisory firm serving the wholesale financial services industry. We provide unique insight and foresight into client performance, competitiveness and efficiency to the world’s financial institutions, corporations
and universal banks.

Detailed qualitative and quantitative information is gathered to provide a solid base that supports the fulfilment of goals. We work with financial institutions to develop thinking that addresses the challenges specified for projects. Arising from this work, we have developed models for optimal client coverage, cross-sell and performance measurement for some of our clients and we have used this detailed analysis to identify priorities for product development. In addition, our analytic approach to data enables us to model what attributes drive business allocation for particular banks and target markets, recognising that not all clients buy from all banks for the same reason.

Through our Research and Advisory division, we undertake market research and analytics with the aim to facilitate financial institutions in understanding and maximising revenue capture from their client base.

Through the Managed Models division, we provide global trading operations with an analytics based approach to enhance the manufacture and distribution of liquidity. Managed Models develops algorithms that support liquidity management, advises on IT architecture, develops benchmarks and assists in vendor selection and implementation