Expand Research Works with Leading Financial Institutions

Expand Research—currently working with 26 of the world’s top 30 financial services organizations—delivers unique decision-support services such as benchmark comparisons and industry diagnostics. We help financial institutions develop, validate, and execute better business strategies.

Expand empowers organizations to grow, compete, and operate more effectively by delivering timely, actionable intelligence on trends evolving across the industry. And, by hosting forums and roundtables covering functional topics including technology, market data, operations, and risk and compliance, we build communities and networks to take those insights to market and to support industry participants.

Expand’s customized research helps firms mitigate risk by enabling them to benchmark themselves against their peers, gather market intelligence about new and innovative strategies, and recognize what best-in-class looks like. Expand, founded in 2001, sources its primary data directly from its clients. This, combined with years of experience in benchmarking, gives firms a deep understanding of their competitive position and provides actionable insight on how to improve.

Expand dedicates a comprehensive team to deliver results to each client, and each delivery team provides unrivaled levels of industry experience across segments (such as capital markets, investment banking, and asset and wealth management) and topics (such as resourcing, technology, and operations).

What Makes Expand Different

Our approach is unlike that of other benchmark providers, featuring unique data collection methodologies and report production processes:

  • Expand doesn’t utilize templates; instead, we ask firms to supply the raw data as they see it and store it.
  • Expand does not require clients to map their own data to a taxonomy. Doing so would leave things open to interpretation and lead to a lack of normalization.
  • Expand takes on the workload—after pulling data directly from where it is stored, we do the normalization, and mapping. and aggregation.
  • Expand iterates with clients to improve understanding of their data and to achieve the commonality needed to ensure like-for-like comparisons.
  • Expand has some of the most bespoke reports in the industry, tailoring outputs to suit each client’s needs.