Our dedicated Financial Services team works with global leaders including American Express, Bank of America, Ameriprise Financial, Vanguard Financial, HSBC, and Synchrony Financial to help them better understand, influence, and serve both consumers and intermediaries.
Best research partner/supplier/vendor I’ve worked with in 16 years. Why? Because I have had very few issues. They get worked out in advance. CMB takes charge and really thinks ahead, is very clear and specific with what you will get, and is accurate with estimating costs. CMB has beautiful deliverables, intelligent “high-caliber” analysts, and overall good character and core values that align with mine.
In this capacity, we have developed a deep understanding of the current trends and challenges within the industry, including: