Business Intelligence for Investment Advisers

Convergence’s products and services reduce the time, complexity and cost it takes for our clients to develop key data-driven insights they need to make key tactical and strategic decisions. Our insights are delivered through our “data as a service” (DaaS) business model.

business intelligence

WHO ARE YOU?

Portfolio Manager

Competitive Growth Insights improve your forecasting models and conversations with company management.

Fundraiser

Fundraising Insights improve your chances of winning a new investment mandate by differentiating your fundraise from others in the market.

Chief Financial Officer

Service Provider Profiles improve your ability to find, qualify and monitor the business of the service providers you hire to support your funds.

Deal Team

M&A Insights accelerate the identification and qualification of potential company buyers and sellers in the asset management industry.

Chief Compliance Officer

Regulatory Filing Quality improves your filings and compliance with the spirit and letter of the SEC Compliance Rule.

Head of Human Resources

Talent Identification Manager helps you fill key roles faster by arming you with data on the number of qualified candidates in the market.

Testimonials

“The Convergence data was instrumental in helping us tell the story of Miami’s evolution into the Wall Street of the South”.

Ilona Vega – Business
Development, Miami DDA

“The data we get from Convergence allows us to be surgical in how we deploy our Sales Strategy. We cannot operate without it!”

Jason Meklinsky – Head of Business
Development USA, APEX Group

“Convergence data and analytics are embedded into our Sales effort, Client Management and risk surveillance efforts. “

Jay Maher – Mainstream CEO

Case Studies

Revenue Growth Support - Tactical Business Development

CLIENT PROFILE: $100bn Fund Administrator

Revenue Growth Support - Strategic Business Development/M&A Support

CLIENT PROFILE: $20bn Fund Administrator 

Improving Quality & Efficiency

CLIENT PROFILE: $60BN Public Pension Plan.

Middle/Back Office Assessment & Transformation

CLIENT PROFILE: Proprietary trading entity (non-broker dealer)