Payments research for a boutique consulting firm

  • 20-25%

    costsavings through offshore support

  • 18-20%

    more client-facing time

  • Tracking a broad array of solutions and market updates in the fintech landscape – industry solutions, players, innovations and upcoming trends for fintech consultations on behalf of a Fortune500 payments, risk and capital markets solutions provider
  • Key requirements:
    • Industry research: e.g., market sizing, market mapping, COVID-19 impact on payments players andfintech innovations (AI, robo-advisory, AR/VR, cyber security) and segment analysis (C2C, C2B, B2B, B2C payments)
    • Startup/disruptor research: solutions, partner network (integrators, consultants, technology partners), funding, headwinds and tailwinds
    • M&A and deals tracking: target study, deal rationale/synergies, deal value
    • Players’ customer wins by client, solution provided and region, and deal details
    • Newsletter: capital markets, competitor earnings, fintech investments and M&A, and industry updates (innovations, product launches, regulatory/policy updates)
  • Pyramid-based offshore team setup based on the complexity of work
  • Well-structured training and rollout plan
  • Actionable insights delivered via detailed desk research on open and proprietary sources followed by analysis
  • Crisp, executive-ready decks for the client’s senior advisory team
  • Close collaboration with the consultants on every project to understand the endclient’s needs, discussion of approach, refinement of output and final delivery


  • Freed up client’s bandwidth for core advisory tasks
  • Helped the client stay abreast of fast-moving fintech markets
  • Helped the consultants to better advise the endclient’s corporate strategy teams on how to stay ahead of the competition
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