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MarketVision™ for Securities

MarketVision for Securities provides peer group analysis for financial services firms offering brokerage services and direct-marketed mutual funds. Use MarketVision for Securities to better determine brokerage market share and improve territory and branch planning.
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Peer Group Analysis for Brokerage Firms

MarketVision for Securities enables wealth management and brokerage firms to determine their estimated market size and share, find high growth areas, and identify consumer demand for any investment product and product category — all based on anonymous, direct-measured™ consumer financial assets.

Firms can rely on standard or customized geographic areas across the U.S. to conduct market sizing and share versus peer group, assess territory and branch planning, promote brand and category development, and improve sales force management. MarketVision for Securities is available exclusively for use by IXI™ Network Member Firms.
 

Based on Measured Assets
Data represents direct-measurement of anonymous, invested retail assets.
Benchmark Against Peer Group
Determine your estimated market share and assess performance in capturing new accounts based on changes in share over time.
Spot Hot Markets
Track the size and growth rate of any market plus identify consumer demand for any investment product and product category.
Improve Resource Allocation
Enhance branch planning and sales force management based on market demand.
Access Granular Data
Assess size and share by geography down to ZIP level, and assets and number of accounts by account type and size.
Identify Demand by Category
Fine-tune marketing campaigns and offers by better understanding geographic investment product preferences.

Comprehensive Competitive Analytics to Improve Share 

Unlike other market assessment systems that use survey or other estimation techniques, MarketVision for Securities reports directly-measured consumer financial assets submitted by our network of the nation’s leading financial institutions. Data from MarketVision for Securities is used by many of the largest U.S. financial firms for peer group analysis, market sizing, and other non-FCRA applications, making it imperative to stay competitive in a changing market. 

Assess Share and Market Size

MarketVision for Securities enables firms to assess share of consumer assets and compare markets by penetration and potential — as well as assess performance in capturing new accounts and assets. Data can be analyzed by geography, account, and product type.

Target Growing Markets and Enhance Branch Planning 

Easily view trends and locate growing markets with strong demand for specific investment products. Analyze where new branch offices should be located and reallocate resources accordingly. Track sales performance, locate high performing regions, and enhance forecasting.

Fine-tune Marketing Campaigns

Use measured product preferences to fine-tune branding efforts, product offers, and messaging. Enable analysts to discover geographic ownership of a variety of investment products, yielding insight into possible cross-sell and upsell opportunities.

Frequently Asked Questions

MarketVision for Securities is based on anonymous, direct-measured assets gathered from our network of the nation’s leading financial institutions.

Financial services firms can use MarketVision for Securities to:

  • Identify and track share of consumer assets by geography, account type, and product type vs. peer group
  • Understand effectiveness in capturing new accounts broken out by account size at the ZIP Code level or higher
  • Easily locate growing markets with strong demand for a variety of investment products
  • Determine firm and product penetration, improve resource allocation, locate most successful regions and track sales performance and forecasting
     

Analysts can select the following data options to track market size, market growth, market share, growth in share, and consumer product demand:

  • Geography: Any custom geography or any standard geography (state, CBSA, County, ZIP) 
  • Account and product type:
    • Consumer (taxable; IRA) and Business (taxable; SEP/Keogh)
    • Over 65 security types
    • 72 fund investment objectives
    • Multiple account type details
       

Yes, you can trend this data to keep track of competitors’ share, alter your strategies based on their positions, and stay on top of market changes.

Yes, MarketVision for Securities is only available to IXI Network Members. 

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