Fintech Research Services

Offering bespoke strategy research solutions across the spectrum of fintech-sector operations and helping our clients identify new opportunities and stay competitive and compliant.

Overview

Fintech firms currently face a number of challenges such as emerging technologies, the need to constantly update and modernise operations, and a rapidly developing global market. The pandemic accelerated trends in the fintech sector such as the adoption of digital payments, the digitalisation of banking and increased funding of insurtech firms. Our global pool of subject-market experts understands the opportunities in this complex and evolving marketplace.

We work with Fortune 500 corporations, mid-tier firms and disruptive startups, and understand their requirements. We provide services at different stages of the lifecycle, including strategy research, corporate finance and M&A, and sales and marketing services.

For nearly two decades, we have supported diverse stakeholders in the global fintech domain – fintech firms, consultants and fintech-focused private equity firms, which have benefited from our flexible, scalable and bespoke research services.

Who we serve

  • Digital lending firms
  • Payment service providers
  • Blockchain and cryptocurrency firms
  • Robo-advisors
  • Insurtech companies
  • Alternative financing firms
  • Banking-as-a-service (BaaS) providers
  • Open banking platform providers
  • Green fintech firms
  • Embedded fintech businesses
  • Regtech companies

Support We Offer

Corporate development

  • Process improvement and optimisation

  • Technology evolution/emerging trends and related opportunities

  • Strategic partnership identification/tech collaboration

Market intelligence

  • Global/regional technology market studies – market size, growth, trends, drivers and challenges

  • Segment opportunity/attractiveness analysis

  • Emerging technology trends analysis

  • Regulatory and policy impact analysis

  • Competitor/partner updates

  • Key events and news tracking

Competitor intelligence and benchmarking

  • Company profiles

  • Detailed strategy assessment – product, sales and marketing, R&D, M&A, partnerships

  • Peer benchmarking – offerings, operational and financial (revenue, margins and ratio analysis)

  • Competitor tracking

  • Competitor briefs and updates

  • Key executive movements/monitoring

Corporate finance and M&A

  • Financial statement analysis/benchmarking

  • M&A opportunity assessment

  • Target screening and identification

  • Due diligence support

  • Synergy analysis

  • Valuation support

  • Investment thesis

  • Divestiture support – identifying and preparing assets for sale, value maximisation

Marketing and sales support

  • Thought-leadership support (blogs/insight papers)

  • Media monitoring (competitors and markets)

  • Technology newsletters

  • Executive briefings and keynote presentations

  • DTP services – design, re-creation and formatting

Customer Testimonials

The deliverables provided critical input into the development of a vertical go-to-market strategy. The insights will greatly inform the strategy. The independent lens the team brought ensured that the imperatives were not biased based on the LOB perspective many marketers bring

Sr Director

Global Research and Analysis

Several of the slides are added to an important business product, so appreciate the maintenance of the deck and associated data

Programme Manager

Business Management and Insights

Our meeting with the stakeholder went very well. We have a good strategic direction. I do want to convey that the quality of work, speed, and responsiveness were excellent

Head of Strategy and Innovation

Commercial Banking

How we are different

Strong domain expertise
Strong domain expertise
Seasoned domain experts from premier consulting firms with a background in fintech consulting
Comprehensive understanding of fintech firms
Comprehensive understanding of fintech firms
A deep understanding of the needs of firms – disruptive tech startups, mid-size firms and Fortune 500 corporations – at different stages in their lifecycle
Long history of supporting firms
Long history of supporting firms
Over 20 years’ experience in serving diverse stakeholders in the fintech domain, enabling a 360-degree view
Proficiency in combining and synthesising information
Proficiency in combining and synthesising information
Subject-matter experts experienced in blending information from open sources and market data sources and industry-expert interviews to arrive at “actionable insights”
International delivery support centres
International delivery support centres
Global delivery centres with multilingual capabilities for round-the-clock support
Flexible engagement model
Flexible engagement model
Flexibility of scaling up or down as needed, enabling clients to manage business volatility

What we have done

Strategy support to a crypto reputation management firm
What we are proud of

Acted as an integral part of the client’s team

Compiled crisp, executive-ready decks that client shared with customers

Strategy support to a top online payment service provider
What we are proud of

Became an integral part of the client’s Advisory, Market Insights and Product Strategy teams

Compiled crisp, executive-ready decks for the client’s senior staff

Strategy research support to a leading capital markets solutions provider
What we are proud of

Acted as an integral part of the client’s Research team

Created insightful decks for the client’s senior executives

Strategy support to a leading online payments platform
What we are proud of

Helped client team stay ahead of the competition by tracking developments

Compiled crisp, executive-ready decks for the client’s senior staff

Strategy support to a global card and payment company
What we are proud of

Freed up the client’s bandwidth for enterprise-level events

Helped client team stay ahead of the competition by tracking developments

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