We have partnered with many of the top global and regional financial institutions to address changing market dynamics and to accelerate growth. We use proven cross-industry techniques to size market opportunities, develop new products, analyze customer behavior, optimize partnerships and channel strategy, and enhance the effectiveness of promotional expenditures.
Many projects combine data-driven analytics, primary & secondary market research, and working sessions with client management followed by thorough analyses. Our goal with these projects is to synthesize findings and make actionable recommendations tailored to achieve measurable performance improvements.
Each project is structured to meet each client’s specific needs, but our key capabilities include the following:
We have evaluated the viability of a range of business units within larger financial institutions. For example, we evaluated the viability of a managed care start up on behalf of a money center bank. This included a detailed assessment of the market opportunity, competitive landscape, and potential strategic partnerships to increase viability. Our recommendations led to divestiture of this unit.
We have helped banks, credit card companies, and other industry participants objectively assess opportunities to differentiate their products from other offerings, refine their pricing & discounting strategies, and optimize product offerings to maintain competitiveness and increase market share.
We have helped several financial institution clients assess core processes, evaluate current activities by core function, develop go-forward processes, and recommend FTE reallocation and performance metrics.
We have worked with several large financial institutions to revise organizational design and to implement reorganization programs. These projects often include recommendations to refine the individual roles and responsibilities of senior client management.
We work with a wide range of clients, including:
- Banking (Corporate, Retail, and Private)
- Credit Card Companies & Merchant Acquiring Banks
- Emerging Payment Specialists
- Asset & Wealth Management
- Financial Systems (e.g. FS IT Solutions and Payment Management)
- Insurance Companies
- Other Financial Services