B2B

Finance & Banking

In 2020, the global bond markets value reached $123.5 trillion, and following closely, the asset management industry closed the year with $103 trillion of assets.

With the rise of digital transformation, growing Fintech, and use of new technologies such as blockchain, financial services organizations are operating in a changing world, and are in the race to create a dynamic financial architecture with digital assets that satisfy today’s more educated demand.

Insurance, another $40.3 trillion in asset 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
  • AS!
  • Assurant
  • Equifax
  • Visa
  • INVISTA