Services for Organizations

Using our research, best practices and expertise, we help you understand how to optimize your business processes using applications, information and technology. We provide advisory, education, and assessment services to rapidly identify and prioritize areas for improvement and perform vendor selection

Consulting & Strategy Sessions

Ventana On Demand

    Services for Investment Firms

    We provide guidance using our market research and expertise to significantly improve your marketing, sales and product efforts. We offer a portfolio of advisory, research, thought leadership and digital education services to help optimize market strategy, planning and execution.

    Consulting & Strategy Sessions

    Ventana On Demand

      Services for Technology Vendors

      We provide guidance using our market research and expertise to significantly improve your marketing, sales and product efforts. We offer a portfolio of advisory, research, thought leadership and digital education services to help optimize market strategy, planning and execution.

      Analyst Relations

      Demand Generation

      Product Marketing

      Market Coverage

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        Financial Services

        Our Expertise

        The need for financial service institutions to modernize their digital business and computing environments requires business and technology investments that can innovate and streamline business processes. To ensure your digital effectiveness requires customer experiences that are engaging and rewarding. Utilizing digital technology like analytics and AI can ensure the path to great sophistication is realized. How an organization unifies applications for its workforce in human capital management and technology in cloud computing with its data and analytics architectures is just one part of the essential path forward.

        Ventana Research offers expertise and research-based guidance to help financial services through our business and technology advisory to utilize our subject-matter expertise and meet the business resilience required to reach optimal outcomes. Going beyond traditional digital transformation consulting approaches requires the experience on how to gain the return on the organization’s resources and digital technology investments. Ventana Research can help.

        Contact us to learn more.

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        By 2024, one-half of financial services will have taken steps to optimize the customer experience with an intelligence and conversational self-service environment.
        Keith Dawson

        Keith Dawson

        Director of Research, Customer Experience

        Industry Insights

        Viewpoint
        Data Intelligence for Financial Services

        Financial services organizations that integrate external data into all their analysis, planning and performance reviews are better able to detect and respond to their environment and by doing so, to survive and thrive.

        Viewpoint
        Total Compensation in Financial Services

        It is critical to select and deploy software built to manage these activities in a comprehensive way that utilizes data and inputs from across the entire organization.

        Industry Perspective
        Business Trends for Financial Services Industry

        The financial services industry is continuously challenged by economic indicators that impact the global environment and the necessary resilience every business desires.

        Industry Perspective
        Technology Trends in Financial Services Industry

        The financial services industry has ample opportunity to innovate and transform how it operates through technology that adapts to its specific requirements.

        White Paper
        The Age of Communication Platforms in Financial Services

        Demand is growing for a new generation of modern communication technology for the enterprise.

        White Paper
        Five Keys to Choosing an Analytics Platform in Financial Services

        Competitive forces are putting extreme pressure on financial services organizations to better understand their customers and how to serve them.

        White Paper
        Insights on Contact Centers in Financial Services

        The imperative to manage contact centers to optimal performance is essential to the fundamental purpose of every financial services organization.

        Industry Agenda

        Ventana Research provides a subject matter expertise-based Market Agenda built from our industry experience and market research methodology to provide business and technology insights for your vertical industry. This foundation provides actionable information and guidance to help you identify opportunities for continuous improvement. Unlike other industry analyst firms that do not have an agenda and are easily biased by their clients, we take pride in our passion for excellence and independence to reliably guide your strategy and plans.

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        Want to see our plans for business and technology this year?
        DOWNLOAD THE INDUSTRY AGENDA

        Ready to engage?

        We provide insights and guidance across business and technology. We can help your organization; the first step is to reach out to a member of our team and see how we can help.

        Contact Us