STRATEGY
FINTECH FIRM
CASE STUDY
OUTCOMES
22
New Opportunities
5
Opportunities Fully Vetted Through Qualitative And Quantitative Screening Tools
2
Business Plans To Successfully Enter The Market
Creating New Opportunities for Growth
Problems
Our client wanted to diversify their client base and identify opportunities that would continue to drive strong revenue growth while increasing the valuation of the firm. They had an internal Corporate Development Group that identified some opportunities. However, none proved to be viable.
Solutions
Company Expert leveraged its Professional Services capabilities map to baseline the organization. We developed a heat map which allowed us to identify and gain alignment with the client on those capabilities that could be leveraged for future opportunities. We scanned the financial services industry to identify potential opportunities for the firm coming up with 22 business opportunities that warranted consideration. We subsequently filtered them down to 8 based priority opportunities based on evaluating each through multiple quantitative factors and conducted additional market research to further narrow the list to 5. We developed a summary industry overview and opportunity analysis for each of the opportunities which led the client to develop full business plans for the top 2.
Outputs
- Capabilities Heat Map
- Detailed Capabilities Assessment
- Primary and Secondary Market Research
- Quantitative Filter Analysis – e.g., strategic alignment, financial alignment, industry size
- Product Entry Framework Illustration
- Interview Key Themes
- Industry “Lite” Assessments
- Business Plan