UC STRATEGY has worked with many Indian and multinational companies in the FS sector comprising commercial banks, insurance companies, non-banking financial companies, co-operatives, pension funds, mutual funds, and other smaller financial entities. Our experience in financial services spans strategy development, operations improvement, and organisation effectiveness.
India has a diversified Financial Services sector undergoing rapid expansion, both in terms of strong growth of existing financial services firms and new entities entering the market. UC STRATEGY has covered a wide spectrum of financial services like broking firms, investment services, banking & financial consulting, evergreen national banks, numerous private banks, mutual funds, car and home loans, equity market and other banking services. UC STRATEGY experience in the banking financial services spans across Growth Strategy, Business Plans and Feasibility Studies.
Our financial services knowledge base covers an access to ~6,000 respondents in ~120 industry segments across ~45 key locations in India. We’ve also worked with a number of clients to assist them in Commercial Due Diligence, Partner Selection Strategy and Strategic Organisation Review.
In the last few years, the increasing and diverse needs of the corporate banking sector encouraged the steady growth of the financial services market in India, for example:-
A leading European bank was looking to grow its presence in India through focused attention on specific underpenetrated areas of corporate banking like the factoring and leasing market, by growing its customer base for its existing corporate banking offering. They approached UC STRATEGY for financial services consulting. We assessed market potential of all banking products, identified target industries and customer segments and explored the opportunity to partner with local institutions to accelerate market penetration. This led to the realignment of client focus in terms key industries, customer segments and products
In another case, A leading bank intended to expand their presence in the priority banking space, catering to the Mass Affluent Class (MAC) segment and hired UC STRATEGY to develop a strategy to cater to this emerging customer space. We provided a detailed understanding of the market and the competitive landscape of the industry, along with the estimated wallet size for outlined products and services, and provided a perspective on differentiation opportunities and/ or points of parity.
To know more, read our examples below:-