Case study

Go-to-market strategy for a financial services company


Launching new financial services are the key growth priority for the business to diversify its earnings base. A consultant was asked to support client’s decision on the appropriate go-to-market models for financial services by preparing case studies about models adopted by other financial institutions. Delivery Partners provided benchmarking support.

Our Work

  • Scanned go-to-market strategies of best-in-class companies
  • Synthesized learnings about distribution business models for lending, transactions and deposits, wealth, and insurance
  • Synthesized case studies based on the adopted role in the value chain
  • Assessed strategic fit of individual options for client situation


  • Case studies on financial institutions, incl.: Summary, Value proposition, Distribution model, Revenue model, Operating model, Financial performance
  • Business models on distribution of lending, deposits, insurance, and financial planning assessed
  • Provided input to support client decision making process to pursue development of their financial services offering