Future of Finance Institute
Every Future of Finance Research Institute project consists of some combination of the following components:
- Structured interviews with members of a target audience
- A review of all relevant literature in the target area
- Identification of reliable data sources
- The distribution of one or more multiple choice polls
- Analysis of the findings and preparation of conclusions
- Preparation of internal management analyses and recommendations
- Drafting and editing of articles based on research findings
- Drafting and editing of white papers based on the research findings
- One or more webinars (or physical events) aimed at the target audience
- Publication of white papers for download
- Delivery of consented webinar or event attendee and white paper download mailing lists
The Future of Finance Research Institute provides services to explore market, product and strategic questions for banks, investment banks, fund administrators, market infrastructures, FinTechs and technology vendors.
A typical project begins with a client needing a question answered or an issue resolved. After discussions with us, a defined project is agreed. The essence of what we do is go out in the marketplace, drawing on our extensive network of relationships, to investigate and test ideas. We complement this by analysing data from public and proprietary sources.
Every research project is different, but projects completed by the Future of Finance Research Institute always begin with structured conversations with customers, competitors, vendors and industry experts.
The purpose is to establish the competitive dynamics and trends in any market a client operates in. Typically, clients want to understand their competitive position, or work out how to approach a market with a new or improved product or service, or identify the factors critical to success or failure with a new venture.
Some projects are launched explicitly to inform corporate strategy. In these cases, a separate and confidential report is delivered to management, complete with analysis and recommendations.
Other projects are focused on producing marketing materials. Any project, being research-driven, is a natural source of original content. White papers, thought leadership, videos, articles and webinars can be based on the findings.
Most projects are designed to serve both management needs and marketing goals.
Co-founder and editorial director of Future of Finance and leads its Research Institute
He was one of the founders of Asset International, a publishing and events business whose titles include Global Custodian, where as editor-in-chief he was responsible for a series of customer satisfaction surveys that covered all areas of the securities services industry, including sub-custody, prime brokerage and several varieties of fund administration.
After Asset International was sold, Dominic contributed to the work of two data businesses which cover the financial markets. He has also delivered multiple research projects of behalf of investment and custodian banks and financial market infrastructures.
Dominic has written for Financial News, contributed occasionally to the BBC on financial markets issues, and has three works of non-fiction to his name, including The National Wealth: Who Gets What in Britain. He was amanuensis to Nigel Lawson, former Chancellor of the Exchequer, in the preparation of his memoirs.
Dominic was a member of the Innovate Finance Policy Advisory Board of the Corporation of the City of London and served on the United Kingdom government Office of Science group of experts on distributed ledger technology.
Former consultant with McKinsey who heads research projects at the Institute
Piers spent most of his career in banking, initially in corporate and correspondent banking at Citi; mortgage finance at First Boston; and later in investment banking at James Capel (which was acquired by HSBC), UBS and DLJ (which was acquired by Credit Suisse First Boston) where he was a pioneer in global portfolio trading.
His experience includes six years as a partner at Kudu Advisors LLC, a boutique financial advisory firm that specialises in strategic advice and mergers and acquisitions in the asset servicing and asset management industries.
Piers obtained his Master of Business Administration (MBA) from the Harvard Graduate School of Business. He also has held Series 3,7, 24, 63 and 79 registrations with the Financial Industry Regulatory Authority (FINRA), and holds the Project Management Professional (PMP) certification.