Leveraging the knowledge capital within our Quarterly Research Report, we have developed a new "On-Demand" web service featuring individual macroeconomic newsletter-like articles that can be personalized with your bank brand and your RIA’s photo and contact information.

These electronic Research Briefs are full length article extracts from our Quarterly Research Report.

Twelve new articles are posted every quarter to your personalized portal where your agents can:

  • Search articles by topic.
  • Search by asset class.
  • Search by keyword or phrase.

Once they locate an article of interest to a prospect or client, they can email or PDF the article directly to their prospect or print several articles to share with their client over lunch.

  • Retain clients by increasing frequency of communications
  • Monitor field use of personalized marketing tools and resources
Private Labeled Research
Manager Evaluations
Personalized Research eBriefs
Performance Reporting

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