Financial Services

The global financial services industry has seen myriad changes since the recession- including a new regulatory environment. Stricter regulation in a changing financial environment will suppress growth on banks globally through 2014. New regulations focused on consumer protection, stress-testing to ensure sufficient capital to withstand the impact of adverse developments, and better reporting requirements will mean a more secure banking system but one in which European and North American banks will see profits squeezed. Middle East and select South American banks are poised to continue growing in this fractured segment. Banks report revenue of just under $4 trillion globally.

Insurance, another $4 trillion industry, is experiencing its own set of challenges due to the increasing severity and occurrence of natural disasters globally. Insurers need new methods of catastrophe modeling and risk correlation. This at a time of low interest rates and weak investment returns will force insurance companies to improve underwriting margins by making tough decisions on pricing and operating approaches.

Geo Strategy Partners serves financial services/insurance clients with customized research and analysis, strategic consulting, and M&A support.

We Work In
Financial services Credit services
Insurance/reinsurance Investment banking
Private banking Financial transaction processing
We Work With
Banks/credit unions Insurance companies
Investment banks Accounting & financial staffing services
Credit card companies  

Recent Financial Services/Insurance Projects

Large ticket market opportunity study with targets in twelve sectors for the national office of a global credit card company-Canada

Strategy and value proposition for a specialty risk management products and services provider- US

Win/loss study for a specialty risk management products and services provider- US

Market opportunity study - credit score access/opportunity in geographies not currently served by a large consumer credit reporting agency- Asia  

Market needs studies of affluent investors' perceptions about the financial services industry, current offerings, best practices, reasons for establishing and terminating relationships, major products and services purchasing behavior, communications preferences, and receptivity to new service offerings

Clients who have engaged us in studies targeting the financial services sector:
  • AS!
  • Assurant
  • Equifax
  • Visa
  • INVISTA
Leading companies which have participated with us as thought leaders:
Allstate Alpine Aerotech AmTrust
Bank of America Calian Technologies Geico
Horizon North Logistics Prism Medical Rio Tinto Alcan
SKOR Tembec Tesco
Wells Fargo Zurich  

Contact Us

We attribute our success in the financial services/insurance segment to our understanding of the financial marketplace and database of contacts. To learn how Geo Strategy Partners can help you in this sector, contact us.