Case study
Go-to-market strategy for a financial services company
Situation
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
Results
- 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