Who Are We ?

#theValueExchange works across the financial services community to provide benchmarks about what people are doing to transform and why

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Welcome to VX

#theValueExchange is a research, benchmarking and sales enablement company, focused on building empathy and understanding between buyers and sellers in the global financial services industry.

Whether you’re a broker dealer looking to build an investment plan for the year ahead, a fund manager CEO looking to decide where to build a competitive edge or a technology company looking to commercialise your next big product launch, the #vx is here to provide data-based insights that will help you make the right decisions.

Partnering extensively with industry associations across the globe, our aim is to not just help answer your business questions, but also to make sure that our statistical insights are used support advocacy on leading themes and industry pressure areas.

Barnaby Nelson, CEO of the ValueExchange

What Are We Here For?

Community

We work across the financial services community to shape market-wide insights and support industry discussion

Benchmarks

We turn industry sentiment into relevant, statistical benchmarks that are practical and directly actionable

Impact

We use our insights to help business leaders make a difference: supporting the right decisions and driving their revenue growth

How Do We Work?

We do this by leveraging market-leading customer insight and online survey technology to source fresh and highly dynamic views from the people that matter most to you.

Sourcing insights from over 2,500 leading industry specialists around the world, we tap into the latest currents of trends and market dynamics in granular detail – tracking not only what is happening but digging into the key drivers and needs that are evolving in our markets today.

Working with our extensive partnership network (including industry associations such as ISSA, SIFMA, ASIFMA, TNF, ICI global and a range of media companies), our reach is then amplified globally: making sure that industry trends are clear to financial services professionals in every region and function.

Using our #vxDashboard platform, we then turn leading industry insights into highly flexible, interactive data dashboards: giving you the tools to explore our data findings and benchmark yourself and your clients, so that you can turn our data into your own actionable insights. With over 500,000 data points to draw on, we can help you to understand your market, your peers and your competitors clearly and in the way that you want.

Beyond simply producing, we turn over 20 years in the financial services space into valuable, actionable insights every day. Whether it is helping you to refine your client pitch, identifying major market changes or analysing your team’s performance, we provide our own, extensive insights through private reports, market whitepapers, industry discussions and podcasts: in order to help bring the topics that matter to life.

Data Analytics

We turn global market insights into interactive data analytics that can drive your transformation plans

Key Findings

We publish statistical research overviews that help to turn our data into actionable insights

Key Findings

We publish statistical research overviews that help to turn our data into actionable insights

Industry Discussion

Working with our industry partners, we turn our insights into industry progress by supporting working groups and advoccy discussions around the world

Handbook Reports

Bringing together views from experts across the industry, we map out inudstry best practice on where and how to drive the right transformation for you

Handbook Reports

Bringing together views from experts across the industry, we map out inudstry best practice on where and how to drive the right transformation for you

Podcast & Webinar Series

Leveraging unique insights from leading specialists, we explain the deeper context behind the statistics in live webinar events and in our #vxInsights podcast channel

Our Latest Projects

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Download the key statistical insights from our industry-wide research here

Download the key statistical insights from our industry-wide research here

Download the key statistical insights from our industry-wide research here

Download the key statistical insights from our industry-wide research here

Download the key statistical insights from our industry-wide research here

Download the key statistical insights from our industry-wide research here

Download the key statistical insights from our industry-wide research here

Download the key statistical insights from our industry-wide research here

Download the key statistical insights from our industry-wide research here

Download the key statistical insights from our industry-wide research here