Research Services for the Banking Industry

Research Optimus’ banking sector research keeps industry run smoothly in an ultra-competitive environment, as the banking sector organizations must be prepared to make swift decisions — sometimes without sufficient information. Research Optimus helps to ensure that banking sector decision-makers are always making fully informed choices by providing 22 specialized research services for banking sector clients.

The compliance challenges faced by the banking sector can be particularly problematic for banking organizations of all sizes. With a team of legal experts, ROP enables banks to overcome "regulatory legal limbo" regardless of whether they are dealing with U.S. banking reforms like the Dodd-Frank Wall Street Reform Act or banking regulations in new international markets.

ROP's data management experts can guarantee data accuracy while freeing up internal resources to work on higher priority assignments in the era of Big Data, which means that banks must manage imposing amounts of data on a daily basis. Because banking sector data requirements involve a diverse set of challenges such as due diligence, marketing campaigns, sales, trading and risk management, expert data management help is routinely required.

In addition to managing and monitoring internal banking data, key decision-makers such as bank loan officers, traders and portfolio managers get regular updates about external macroeconomic factors such as currency fluctuations and growth rates in international markets. ROP provides such key data as well as other in-depth financial modeling in a timely fashion.

Additional details about all of our research services for banking sector clients are summarized in the next section.

Ways Our Research Services Help Our Banking Sector Clients

We provide the following customized research services for banking sector clients throughout the world:

  • Macroeconomic Reports

    ROP keeps banking decision-makers updated about macroeconomic trends and developments involving economic growth, employment, interest rates and currencies with concise reports that include supporting graphs and statistics.

  • Equities Market Reports

    Research Optimus tailors equities analysis reports for each specific banking audience. Components can include technical analysis, fundamental analysis, best stock picks, market volatility, investment idea generation and worldwide equities markets.

  • Fixed Income Markets Reports

    ROP assesses fixed income markets by examining credit ratings, government and corporate bonds, best bond picks, investment ideas, interest rate trends and forecasts.

  • Forex Markets Reports

    Research Optimus reviews global foreign exchange markets, provides new investment ideas and analyzes major currency pairs.

  • Structured Finance Reports

    ROP analyzes structured finance products such as project finance, collateralized debt obligations, mortgage-backed securities and asset-backed securities.

  • Commodities and Real Estate Reports

    Research Optimus provides a detailed review of real property investments and commodities such as crude oil and gold. Real estate reports can be tailored to specific local and national real estate markets.

  • Primary Market Research

    Research Optimus performs original market research for the banking sector with customized surveys, interviews and questionnaires. Topics include target group research, B2B research, customer loyalty, and corporate image research and customer satisfaction.

  • Market Entry Research

    ROP evaluates market entry factors by looking at PEST analysis, market sizing, financial sector regulations and market entry barriers. Analysis can be localized for financial services and products such as Islamic Finance.

  • Internal Finance Reports

    ROP analyzes income statements and balance sheets to support financial risk analysis and cash flow evaluation for multiple banking purposes.

  • Credit Research

    Research Optimus creates customized rating models, examines existing credit ratings and provides third party validation of credit data.

  • Technological Updates

    ROP prepares updates about technological trends and developments that are pertinent to the banking industry. Focuses include cybersecurity, online banking, e-payment and financial technologies.

  • Legal Reports

    Research Optimus examines legal issues that will impact banking activities. Examples include changes by regulatory bodies, valuation principles and guidelines, accounting legislation, tax regulations and reporting standards.

  • Data Analysis

    Research Optimus analyzes all forms of big data for banking sector users such as external chief data officers. Our data analysis team identifies growth potential and risks and examines 5-10 year forecasts for developed, emerging and frontier markets.

  • Industry Reports

    ROP produces customized industry findings that are designed expressly for specific banking audiences such as portfolio managers and traders.

  • Transaction Support

    ROP's support team members provide timely help for competitor screening, peer group analysis, due diligence requirements and investment banking transactions.

  • Financial Modeling Services

    Research Optimus develops customized financial models for banking clients that encompass capital structure analysis, tax and financial valuations, synergy analysis and LBO/DCF modeling.

  • Competitive Intelligence

    ROP analyzes competitors by reviewing pricing strategies, branch networks, benchmarking, SWOT analysis, company profiles and best practices.

  • Investor Relations

    Research Optimus enhances investor relations with foreign language support, press releases, annual reports, specialized white papers and investor presentations.

  • Customer Service Support

    ROP fulfills diverse customer support functions for banking industry clients such as analyzing customer service quality, creating and managing databases, handling welcome calls, responding to customer complaints, conducting customer retention campaigns and providing price quotes.

  • Retail Sales Analysis

    Research Optimus evaluates banking sector sales for single branches as well as an entire retail network with comparative sales analysis and competitor sales results within a comparable geographic area. We develop sales forecasts and review sales trends.

  • Business Intelligence Dashboard

    Research Optimus ensures that a broad range of metrics are available to banking officials and departments as needed. Bank users can produce customized reports that include applications such as performance scorecards, goal tracking, key performance indicators and data visualization.

  • Data Analytics

    ROP applies advanced data mining and data analysis techniques to banking sector requirements. Our data management team provides concise data summaries with supporting graphs and can use dynamic analysis and real-time data analytics.

Helping Banking Sector Clients of All Sizes Thrive in a Volatile Global Economy

Today's banking industry is facing many new challenges. The Research Optimus team of experts can provide immediate help. Contact Us

Pricing & Engagement Options

Flexible hourly pricing methodology for one-time research needs, and dedicated full-time equivalent resource allocation for on-going projects.

Quality Systems

ISO 9001:2008 standard quality assurance and defined quality polices to ensure data collection and presentation accuracy levels are consistent.

Security and Confidentiality

Customer information and project confidentiality secured by Non-disclosure Agreements and project data by workstation security policies.

Note: Research Optimus responds to business enquiries only, and we do not make unsolicited or automated calls. If you receive such calls please submit your complaint to https://www.donotcall.gov/