Flexible payments, deep client relationships
Insights
Key takeaways include:
- How the sell side and the buy side value different components of the advisory service
- The top 5 most valued interaction types
- How research distribution volumes are changing over time
- What firms are doing to achieve deeper relationships with client accounts
- Which types of corporate access meetings are most prevalent
And this time, keep an eye out for our new section: the Value of Interactions. We’re lifting the lid on how the sell and buy sides value different components of the advisory service, and how value differs across virtual and face-to-face interaction types.
We’re seeing trends shaped by a move back towards flexible payment methods as firms continue to evolve their processes in response to regulatory change in the UK and the US.
Many are looking to expand service levels by engaging with more accounts, but also more contacts within each account: it’s not just about servicing more client firms, it’s about deepening relationships by improving penetration.
With anticipated increases in capital raising activity on the horizon, we’re also seeing firms getting ready, to make sure they can take advantage of this when it arrives.
For this, plus many other valuable insights into the current state of capital markets advisory, download the report now.
Published: 20/02/2025