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Senior Analysts Provide Real-time Market Feedback and Analysis

Receive expert insight on messaging, positioning, training, product marketing, lead generation, sales, branding, and market presentations from analysts who not only work in the field with institutions on a daily basis but also have vendor backgrounds themselves. This intensity of experience creates a deep understanding of not only what your customers want, but what you need as well.

Bespoke Consulting:

Receive 4 hours of bespoke consulting each year which can be used for any purpose. Need more? Get additional hours at our preferred member rate.

90 Minute Market Update/Sales Training:

Once each year Vicki Tambellini or another senior analyst will hold a 90-minute market update and training session for your firm. This virtual meeting is open to all staff and makes an ideal sales kick-off event.

Quarterly Analyst Briefings:

  • Update Briefings: Twice per year you will provide in-depth briefings so that our analysts fully understand your offerings and positioning.
  • Bi-directional Briefings: Twice per year you will have the opportunity update our analysts, and then receive our feedback and insight on market trends, competitive strengths and weaknesses, and market intelligence that will help you understand how your products are perceived.


Gain 24 x 7 access to our members-only live and on-demand topical webinars. Content will include updates on the market, hot topics within the industry, and thought leadership.

Success Manager:

Each member is assigned a Success Manager who will help you utilize the service to its fullest potential and aid you in finding the answers you seek.

Engage with an Analyst