STRATEGY

FINTECH FIRM

CASE STUDY

OUTCOMES

1

Divested One Of Their Business Lines

FACTS

They Were Left With Facts, Recommendations, And Data To Grow The Remaining Business Line

Evaluation of their Business Lines Against Market Opportunity

Problems

Our client, a FinTech firm had two core business lines – one focused on the retirement industry and one on the mutual fund industry. They were a midsized FinTech firm that had limited resources. They wanted a third-party to assess these business lines against market opportunities to determine where they should focus their resources.

Solutions

We conducted market research to identify the market size and growth of each market and determined the size of the addressable market. We analyzed their existing P&L and developed pro forma financials. In addition, We conducted an overall competitive assessment of their products against key competitors to identify the client’s key strengths and areas needing for improvement. Based upon the results of our analysis, we recommended that the client exit one of the business lines and focus their resources on the better opportunity. The client agreed with our recommendation and exited the one business.

Outputs

  • Benchmarking Against Competitors
  • Sizing the Market
  • Sales Segmentation
  • Assessed Each Product Against the 4 Levers of Growth – e.g., Optimize Distribution, Enhance Existing Products, Pursue Adjacencies, Grow Inorganically
  • Industry Research
  • Financial Modeling