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Strategy Review

Aite Group analysts assess strategies for financial services firms and vendors looking for clear growth opportunities.

Sample engagements include:

  • Assisting a global exchange with a growth strategy driven by technology revenue

  • Helping a global bank structure its supply chain finance product and sales organization

  • Aiding a leading card network in developing product strategy for a merchant risk product

  • Benchmarking the technology and operating model of a leading insurance-affiliated broker-dealer firm against its peers, identifying areas of improvement and developing a presentation to demonstrate investment need to management

  • Validating a global vendor's managed trading services offering strategy

  • Helping a large U.S. community bank redefine its small to midsize business credit market and technology strategies

  • Helping a large bank assess and refine its fraud-mitigation practices

  • Segmenting and sizing the identify fraud market, including insurance companies and insurance transactions, for a leading fraud analytics company

  • Sizing the global demand for trading FX, contracts for difference, and commodities products at the retail level for a brokerage firm going public; study included client and competitor market segmentation, regulatory analysis, and competitive position assessment using qualitative elements and quantitative techniques

  • Sizing and forecasting merchant adoption and investment in loyalty programs for a leading payments technology company—encompassed investment in program design, marketing, and technology deployment across retail segments

  • Helping a large global bank roll out its corporate portal and mobile banking strategy

  • Helping a large U.S. investment management company determine the short list of payments vendors for its payments transformation initiative

  • Leading a qualitative study for a large, non-governmental entity on trends impacting the global FX market and the post-trade/clearing process, identifying top scenarios relevant for the firm’s medium- to long-term forecasting/planning efforts, and analyzing FX market activity by region

  • Conducting a needs assessment of bankers' banks for a large technology provider

For more information on our strategy review capabilities, please contact:

Tel: +1.617.338.6050

Our subject-matter experts lead and execute strategy reviews.

The intellectual demand of publishing research for a savvy audience, constant interactions with top executives across the industry, and the steady flow of strategy consulting work at Aite Group continually sharpen our analysts' strategic-thinking skills.