CIS

Financial Services

Today’s Financial Services sector is a complex and highly competitive business with increasing acquisition and divestment activities, fluctuating asset values, rigorous regulatory and legal oversight, budgetary constraints, increased customer expectations and expanding product/service offerings, promoted through multiple channels. Being “best in class”, proactive, flexible and informed is vital to succeed in an environment throwing up continuous challenges but offering a plethora of opportunities.

Financial Services Experience

CIS has extensive experience in conducting business intelligence for organizations in the following areas:

  • Accountancy
  • Asset management
  • Capital markets
  • Consumer commerce
  • Insurance
  • Investment banking
  • Lending
  • Mortgages
  • Pensions
  • Retail banking
  • Risk
  • Transaction, credit and collection
  • Wealth management and securities distribution

    Our client base uses us for help with wide ranging business issues including: Growth strategy; competitor insight; organizational / operational excellence; product/service positioning/pricing; channel management; customer needs/demands; new market opportunities and mergers and acquisitions.

    The team is headed up by consultants with extensive experience in providing the Financial Services sector with timely proprietary intelligence/information and analysis. They consist of multilingual industry consultants; management consultants; technology consultants; competitive intelligence experts and market research specialists, all with a deep understanding of the Financial Services sector.

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