As one of the nation's foremost providers of market intelligence and education for the financial services industry, Phoenix-Hecht has responded to the needs of its clients for over 40 years with market research, information products, executive education, path breaking consulting, and computer software. Over 100 clients representing the premier banking, insurance, brokerage, mutual fund, and integrated financial services providers attest each day to the value of Phoenix-Hecht resources.

Information Advantage
Phoenix-Hecht believes that during periods of rapid change, one resource always rises in value - information. This has been our experience with financial services, especially if the information gives providers a competitive advantage.

We have built a reputation by collecting precisely the kind of information that gives a competitive advantage, comes from sources that can be systematically refreshed and can be used to:  segment customers by specific needs, ascertain market share, measure service quality, or determine pricing patterns.

Information Application
Phoenix-Hecht is involved in the creation of a number of databases specific to the financial services industry. Its Postal Survey™ and Check Clearing Study™ are banking industry standard performance measurement databases for both incoming and outgoing corporate payment systems. The Cash Management Monitor™ and Middle Market Monitor™, conducted in alternating years, each have a Quality Index™ which provides individual bank quality ratings for numerous cash management products. The Blue Book of Bank Prices™ is the only available resource on actual bank price discounting developed with the cooperation of more than 1,000 large companies.

Phoenix-Hecht Products

Information Exchange
Phoenix-Hecht believes it must understand customer needs to successfully design, build and market products on which its business depends. Executive education and conferences have provided a key channel for getting close to customers and their customers in a non-threatening environment. Acting as conference organizer for three of the top business schools in the country, Phoenix-Hecht educational programs include a nationwide series of pension management programs as well as a renowned series of treasury management seminars that have been offered for over 40 years. Annually these programs attract over 6,000 executives.

Information, whether exchanged at an educational conference or through a database product, is the core of Phoenix-Hecht's business. Our commitment is to provide clients with the resources they need to positively impact their own customer relationships and ultimately their profits.

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