Investment & Wealth Management Trends

Client: Top global market research firm

Geographies Covered:

Project Description

  • The Client engaged Azure to help address the following research objectives:
    • Understand the typical number of Clients banks have in four segments – corporate, private, HNW and UHNW.
    • To forecast demand for each user and portfolio segment across different wealth management companies.

Services Deployed

  • Multi-lingual phone-based data collection

Azure Solution

  • Azure successfully conducted 450 interviews across 21 countries covering major banks across all markets.
  • The data collected by Azure provided important insights on forecasting demand to asset managers handling liquid assets of more than $1 million.

Engagement Model

A dedicated team of project managers, internal and partner resources comprising multi-lingual and multi-cultural interviewers successfully executed the project in all geographies within the allocated time-frame.