Client Intelligence: The New Competitive Edge in Trading

The FY24 trading results from Coalition Greenwich are in, marking the highest revenue levels in over a decade. Beyond the headline numbers, a deeper story is emerging: client intelligence is the new competitive edge in trading. The firms pulling ahead are using sharper analytics and more strategic engagement to deepen relationships, identify opportunities faster, and focus resources where they matter most.

We’re seeing institutions turn insight into impact by:

• Analyzing client behavior and trends to uncover growth opportunities

• Prioritizing high-value relationships and understanding where they’re gaining or losing ground

• Allocating research, corporate access, and events based on potential client upside

• Measuring engagement and commercial outcomes through clear KPIs

• Strengthening franchise delivery with shared intelligence across sales, research, and trading

  
  

Actionable client analytics are quickly becoming essential. If you're interested in adding firepower to your strategy with flexible, targeted support, I’d love to connect and chat.

KTB