Defining the Product Portfolio of a Financial Services Company and Financial Services Requirements of Industry Segments

Background and Challenges

The client, a financial services company was facing the following challenges:

  • Dependence on the Top Management for sourcing business
  • Dependence on small number of clients

Approach and Recommendations

To define the product portfolio of the client and financial services of various industry segments, UC adopted the following approach:

  • Analysed the current market scenario and the future outlook by interviewing competition and industry experts
  • Identified the spectrum of financial services that the organisation could offer and mapped them to the various industry segments they would be attractive to
  • Studied the trends in the financial services industry, global and Indian and the likely impact on the Indian market
  • Defined an alliances strategy for the organisation in the offerings that it did not have core capabilities in
  • Benchmarked its current processes against the best practices for market services and executive services
  • Defined the market size for the services the organisation offers and identified targets to be achieved in the next 5 years
  • Laid out a ‘Strategic Action Agenda’ for the firm


UC provided a shortlist of services that the client could focus on going forward to enable it to achieve its growth targets. The client also received a competitive landscape of the market.