The Services

74&WEST offers three types of programs: a Comprehensive Relationship Audit, a Targeted Inquiry, and a Virtual Forum. All are bespoke, and therefore totally unique. Learn more below.


Comprehensive Relationship Audit

A broad overview examination of your business from your clients’ perspective, giving you the most holistic understanding of how those clients relate to your offering.

For example:
A typical program might center on a series of questions under each of several categories: the sales relationship, the trading relationship, research, and share of wallet/competitive landscape. 

How you can use it:
Conduct a study annually to benchmark and measure performance over time. Fine-tune personnel and other resources to align with aggregate and client-specific needs. Uncover opportunities for cost savings or for making improvements.

Targeted Inquiry

An in-depth investigation of a specific matter of pressing interest to your business.

For example:
Perhaps you’ve just launched a new product, and nobody is buying. Or maybe you’re considering introducing a new service, but want to know if it will truly move the needle. 

How you can use it:
Make the strongest possible business case for your decisions. Uncover trends or shortcomings which have eluded you. Pick the brains of your clientele for the smartest ways of rolling out new products.



Virtual Forum

On your behalf, 74&WEST tackles an important issue facing the industry and conducts deep, rich interviews with a sampling of the same clients you’d select if you were hosting a symposium on the topic.

For example:
Maybe you’d like to know how asset managers plan to unbundle their research dollars to comply with upcoming regulation in Europe. Or perhaps you’d like to know if and how hedge funds are planning to shift toward real assets as investors steer away from alternative vehicles over the next five years.

How you can use it:
Stake your claim as a thought leader within and without your organization. Choose the option of having 74&WEST produce a whitepaper on the topic, which you share with participating clients. Or simply discuss findings internally to help you and your team meet changes in the market head-on.