The financial services sector, from investment banking, private banking, wealth management and brokerage, to insurance, credit cards and consumer finance is at a critical stage in its development.

Which investment products do private and institutional investors turn to during unstable economic times? What are the most successful alternative marketing channels for financial services? What technological changes can serve customers with greater flexibility, through more channels, and at lower costs?

• Understand individuals' and institutions' investment drivers, product and channel preferences
• Identify best practices in servicing customers
• Develop a statistical model to estimate revenues of new financial services offering or distribution platforms
• Generate customer leads across a range of products
• Monitor local and international competitors’ successes and identify how they can be replicated
• Identify, evaluate and recommend potential acquisition targets
• Prioritize most attractive product/service segments given future addressable demand and competitive dynamics