CMI Thought Leadership

Accentuating Financial Services Firm & Technology Vendor Competitive Differentiation

In 2013, capital markets consultancy GreySpark Partners identified an opportunity to create a new analysis-, advisory- and research-centric service offering designed to provide buyside firms, financial technology vendors and sellside institutions with a new form of thought leadership content. Now, the service offering – derived from the analysis and research capabilities of GreySpark’s Capital Markets Intelligence practice – provides all manner of global financial services industry participants with professionally assembled and designed research outputs capable of accentuating and competitively differentiating the unique service propositions of business and trading models built upon dynamic, innovative software applications.

Our Value

The continual, strategic review by all manner of financial markets institutions typically results in difficult decision-making objectives, centred around cost reduction and business process efficiency, to replace in-house built or incumbent vendor-dependent systems operating within an overall technology stack that became overtly legacy and no longer fit-for-purpose over time. Likewise, established and start-up financial technology vendors actively proffering pre-trade, at-trade, post-trade and front-to-back operations-focused solutions within the financial services industry often struggle to explicate the benefits case surrounding those products to their target user base.

The CMI Thought Leadership service offering effectively provides buyers or users of trade process, infrastructure and operational performance fintech solutions with the analysis and data required to undertake informed decisions regarding existing technology stack capabilities augmentation or replacement. In doing so, CMI Thought Leadership specifically assists technology vendors with the specialist, client consumer-centric skills required to effectively position and market their solutions offerings to a target user base via the lens of either short-form or long-form online research content production.

Interested in GreySpark's CMI Thought Leadership Services?

In 2013, capital markets consultancy GreySpark Partners identified an opportunity to create a new analysis-, advisory- and research-centric service offering designed to provide buyside firms, financial technology vendors and sellside institutions with a new form of thought leadership content.

The CMI Thought Leadership Service Offering

Bespoke, Technology-centric Analysis & Research for a Global, Specialist Audience

Depending on the business or commercial strategy objectives that they wish to mutually achieve, financial markets firms and fintech vendors alike require specialist research advisory services related to:

  • The definition of a clear, commonly-held message regarding a fintech solution’s functional capabilities, developed in a manner that is designed to clarify or resolve mismatches in the vendor / user relationship;
  • The vendor-agnostic, transparent gathering and collaborative assembly of the necessary datapoints required to evidence the ways in which such mismatches of understanding impede the successful uptake of innovative or new fintech products designed to enhance operational efficiency by their target users; and
  • The production of specialised and professionally designed short-form or long-form research analysis content, published online and designed to maximise the effectiveness of product or use case message delivery to a targeted audience of business-minded readers.

To enable these specialist research advisory needs, the CMI Thought Leadership service offering drills down into the details of the vendor / user solutions capabilities paradigm in order to establish the specifics of:

  • What a technology product or managed service can practically do or not do from both a functional and non-functional perspective;
  • For whom within the financial services technology solutions consumer universe the product or managed service is ideally suited, and for what purposes; and
  • How the product or managed service can be leveraged by a financial services user base to accentuate competitive differentiation or promote the creation of new firm internal or client-facing economies of scale.

CMI Thought Leadership can provide technology-focused financial markets firms and fintech vendors alike with the independently-assembled, neutrally-assessed data and contextual understanding required to:

  • Inform product commercial positioning, functional capabilities design or technology stack integration strategy;

  • Defend or grow product or target client market share;

  • Create or grow existing or new product or client revenue streams; and

  • Showcase the full range of product-specific functional & non-functional capabilities.

Commercially effective, durable, impactful and long-lasting research content outputs – CMI Thought Leadership provides buyers of the service with analysis and advisory that can be used to:

  • Defend or make a business / commercial technology change use case;
  • Inform or educate current or prospective users of a specific product or managed service of its benefits and functional or non-functional capabilities;
  • Market or effectively position a new or re-imagined technology solution’s solutions benefits to a broad or niche global or region-specific user base; and
  • Enhance or revise a technology vendor or financial markets firm’s understanding of who they could or should be selling their product or service to, and how to most effectively deliver that product or service over time.

Delivery

GreySpark has built a robust methodology for thought leadership content assembly and production that is applicable to financial markets and services firm technology users and fintech vendors.

To achieve the analysis and research objectives of both constituent user groups of the CMI Thought Leadership service offering, GreySpark utilises a proprietary set of content production frameworks and methodologies.

Collaboration & Partnership with Established or Start-up Fintech Vendors:

  • GreySpark analysts maintain a continuous dialogue with established and new financial services business process, financial markets trading and regulatory technology vendors.

Strong Relationships with Buyside Firms & Sellside Institutions, including:

  • Tier I to Tier IV corporate and investment banks, custodians and private banks;
  • Asset managers, hedge funds, institutional investors, investment managers and wealth managers;
  • Private equity and venture capital fund investors;
  • Exchange groups, non-bank brokers and electronic brokerage venue operators, and markets and transactions data providers;
  • Region-specific regulatory agencies; and
  • Financial services and technology industry associations.

A Wealth of Hands-on Technology Delivery Experience:

  • GreySpark analysts do not just analyse and produce thought leadership content related to financial markets and services industry use of technology.
  • Instead, the firm also maintains a wide range of technology delivery and implementation teams whose knowledge and expertise generates yet-another set of datapoints that are utilised to support CMI Thought Leadership client analysis and research objectives.

Media

BlogTechnology Trends
24 Oct, 2021

Buy-to-build: A New Approach in Financial Markets

Software investment projects in financial markets organisations almost always include a ‘buy vs build’ decision: whether to buy – to purchase an off-the-shelf solution from a third-party vendor, or to…
BlogRegulationsTechnology Trends
11 Oct, 2021

Leveraging the RegTech Hand

Pivoting Fixed Income E-trading Technology Assets to Accelerate Compliance In June 2015, a small group of quantitative traders working for the UK division of a Tier I global investment bank…
adobe stock future technologyBlogTechnology Trends
27 Jul, 2021

Future-proofing the Middle Office

After years of investment in front office technology to streamline workflows in the face of squeezed trading margins and higher trading costs, investment banks and brokers now are focusing on…
BlogTechnology Trends
20 Apr, 2021

Ingesting and Managing Third-party Data at Scale

In 2021, demand for third-party data in financial institutions is growing, fuelled by the wide availability of innovative technology that can analyse many different data types and by the huge…
BlogTechnology Trends
9 Mar, 2021

The Midst of a Post-Trade Revolution

In June 2020, the Bank of England (BoE) created a Post-Trade Technology Market Practitioner panel to look at the future of post-trade systems and processes. The subsequent report posited that…
BlogTechnology Trends
12 Jan, 2021

Cash Equities Trading Landscape: 6 Trends to Watch in 2021

Over the last decade, cash equities trading has experienced a high degree of technological and business consolidation, driven by the downward pressure on margins in cash equities brokerage.
BlogTechnology Trends
6 Nov, 2020

Unlocking Collaboration in Financial Services

GreySpark Partners’ review of Symphony Innovate 2020 conference event’s key themes and trends leads to consideration of the value that Symphony Communication’s software and ecosystem have for the capital markets…
BlogTechnology Trends
16 Oct, 2020

Conference Recap: Symphony Innovate 2020

With most conference events in 2020 migrating from their traditional physical environments into the digital realm, so it was the case for the Symphony Innovate 2020 event, which saw participants…
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