Solution introduction

Aite Group analysts assess strategies for financial services firms and vendors looking for clear growth opportunities

Sample engagements include:

  • Assisting a global exchange with a growth strategy driven by technology revenue

  • Benchmarking the technology and operating model of a leading insurance-affiliated broker-dealer firm against its peers, identifying areas of improvement and developing a presentation to demonstrate investment need to management

  • Validating a global vendor's managed trading services offering strategy

  • Helping a large bank assess and refine its fraud-mitigation practices

  • Sizing the global demand for trading FX, contracts for difference, and commodities products at the retail level for a brokerage firm going public; study included client and competitor market segmentation, regulatory analysis, and competitive position assessment using qualitative elements and quantitative techniques

  • Helping a large global bank roll out its corporate portal and mobile banking strategy

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