Financial Services

ETR for Financial Services

Quantifying the qualitative

Enhance your investment strategy

There is no shortage of research providers to utilize in your decision-making process but with the technology landscape constantly shifting and new players and categories being introduced, how do you ensure you are making the correct investments?

Augment your investment process, by leveraging our network of 5000+ senior IT decision makers representing over $1 trillion in annual spend to gain an unbiased view into forward-looking enterprise technology demand, market share movement, and technology shifts, and the key drivers that influence these indicators.

Solutions by Role

Fundamental Investors

Save time, money, and ultimately improve outcomes with due diligence at scale
Analyze standardized data on over 600+ enterprise technology vendors to identify best and worst positioned vendors, as well as inflection points, ultimately leading to new idea generation
Track forward-looking demand on products and services offered by your firm’s current portfolio companies
Hyper target a group of IT decision makers based on their answers to spending intention and technology stack questions for 1:1 calls and custom surveys

Quantitative Investors

Access our proprietary, standardized source data on IT spending intentions via AWS S3 and Snowflake to identify and act on signals built upon 10+ years of quarterly survey responses from our 5000+ IT decision makers for 600+ public and private tech companies
View source or raw data from survey respondents with strict adherence to PII and interact with our insight models which calculate and aggregate key metrics derived from the source dataset to look at a company's data across its entire history

Private Equity Investors

Evaluate the stickiness of a company’s product(s) and service(s) by tracking customer churn and the drivers of churn over time utilizing our spending intentions data
Track forward-looking demand on products and services offered by your firm’s current portfolio companies
Hyper target a group of IT decision makers based on their answers to spending intention and technology stack questions for 1:1 calls and custom surveys

Venture Capital Investors

Analyze standardized data on over 600+ enterprise technology vendors to identify best and worst positioned vendors, as well as inflection points to recognize which emerging technology vendors are best suited for potential investment
Track current awareness of and forward-looking demand on products and services offered by your firm’s current portfolio companies
Hyper target a group of IT decision makers based on their answers to spending intention and technology stack questions for 1:1 calls and custom surveys

“ETR Connect is incredibly efficient for finding significant customers or significant lost customers of every enterprise software company. The transcript service (via Twilio) saves you from taking any notes and lets you concentrate on the consultant and your questions.”

Portfolio Manager, Family Office

“ETR Data and ETR Insights have added significant value to our research process as we evaluate CIO spend priorities and other important insights related to technology vendors.”

Investment Professional, Large Family Office

ETR wins the “Earner Award” for Best Medium Frequency Dataset in the Battle of the Quants