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.
Multi-lingual phone-based data collection
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.