CEB TowerGroup Wealth Management empowers a vast network of leading broker-dealers and investment advisory firms to face business challenges and adopt best practices around technology and business decisions within the context of evolving regulation and market dynamics. » Member Log-In



Products and Services

We provide research and advisory services to help executives make better technology and business decisions. Tailor your membership with the following services to meet your specific needs.


Research, Analysis, and Data

  • Financial Services industry and technology trend research
  • Analysis of industry best practices and innovations
  • Forecasting and modeling IT investment patterns
  • Customer trends and reporting
  • Employee surveys and diagnostics
  • Unbiased vendor and technology assessments

Executive Network Events

  • Annual financial services conference
  • Financial services executive-only retreats
  • Peer Networking on your challenges

Tailored Analyst Engagements

  • Unlimited research inquiries with subject matter expert expertise
  • Individualized consultation via speaking engagements, and tailored briefings
  • Actionable advice for planning and execution of strategic projects
 

Boost Performance in Critical Areas

  • Client Management
  • Emerging Technologies
  • Financial Information Security
  • Industry and Technology Trends
  • Managed Money and Wealth
  • Markets and Trends
  • Process and Technology
  • Strategies and IT Investments