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

  • Private Banking
  • High Net Worth Insurance
  • Risk/ Long term insurance (Life, dread disease, critical illness)
  • Health
  • Wealth Management
  • Lending
  • Fiduciary
  • 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
  •  
  •  
  •  
  •