Our Expertise

Our deep understanding of the complexities and nuances of the financial services competitor landscape enables us to provide a range of solutions, including once-off strategic reviews and ongoing market & competitor monitoring.

We provide insightful, actionable feedback which is easy to execute.

OUR STRATEGIC INSIGHT EXPERTISE AREAS ARE AS FOLLOW:

Retail

YOUTH | LOW INCOME | MIDDLE MARKET | MASS AFFLUENT

  • Transactional Banking
  • General Insurance (Home, car, travel, boat)
  • Risk/Long term insurance (Life, dread disease, funeral, critical illness)
  • Health
  • Savings and Investments (include ISA, Cash investments, Stocks)
  • Lending (Secured and Unsecured lending)
  • Retirements/Pensions

Wealth

GRADUATE PROFESSIONAL | PROFESSIONAL | HNW | ULTRA HNW

  • Transactional Banking
  • General Insurance (Home, car, travel, boat)
  • Risk/Long term insurance (Life, dread disease, funeral, critical illness)
  • Health
  • Savings and Investments (include ISA, Cash investments, Stocks)
  • Lending (Secured and Unsecured lending)
  • Retirements/Pensions

Business

SMALL BUSINESS | BUSINESS

  • Business Banking
  • Business Insurance
  • Employee Benefits (including Health)
  • Asset Management
  • Business Finance/Capital
  • Private Equity

Corporate

SECTOR FOCUS

  • Corporate Investment Banking
  • Commercial Insurance
  • Employee Benefits (including Health)
  • Asset Management