Investor Economics :: Databases

Investor Economics has an established and growing capability to support financial services clients in terms of corporate strategy formulation. Our experience and competencies are extensive:

Mergers, acquisitions, and joint-venture strategy development
Market evaluation (entry, exit, expansion)
Business model design and re-engineering
Design, pricing, and positioning of products and services
Distribution strategy formulation
Service delivery design and optimization
Customer experience design
Competitive intelligence
Financial analysis and project/investment feasibility
Defining requirements and expectations of unique customer segments
Demand and market share assessment

The Strategy Consulting Group has been in place since January 2006. As a unit, it has worked extensively with both national and regional institutions and firms in the areas of wealth management and retail banking. Our approach to consulting is fact-based and draws on our extensive in-house databases, as well as information drawn from a wide range of external sources. The Strategy Consulting Group works closely with financial services executives to ensure that we capture the wisdom resident within our clients. It is known for its candor and a desire to work with client teams throughout the duration of a project. Our goal is to provide a unique and detailed perspective on business challenges and opportunities, and to provide advice and recommendations that can be acted upon rather than taking up space on a shelf.

The Strategy Consulting Group has also undertaken research into specific areas of interest to clients, including studies of the high net worth segment and the mortgage broker channel. These studies, which are viewed as groundbreaking, have been used extensively by leading institutions. The Strategy Consulting Group is staffed by experienced professionals who have access to the full array of industry intelligence and expertise at Investor Economics. For more information on how our Strategy Consulting Group can support the development of your business, please contact Earl Bederman.