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FINANCIAL SERVICES
Proactive Worldwide’s Financial Services group has the research and real-world experience to tackle nearly any assignment involving retail or corporate banking, consumer and commercial lending, cards and payments, retail and institutional investments, insurance services, and private equity and venture capital.
[ OUR SERVICES ]
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Typical customized financial services-related offerings:
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- Competitive profiles and landscape assessments
- Capabilities benchmarking
- Market analysis and entry studies
- Market analysis and entry studies
- M&A due diligence
- Win/loss analysis
- War gaming
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Typical Engagements
Competitive Analysis
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- Competitive profiles: asset management growth strategies, product strategies and positioning, SWOT evaluation, target markets, pricing, promotions, delivery, and distribution.
- Card business marketing organizational structures: organizational charts, headcounts, customer life cycle staffing.
- Competitive sales force compensation structures.
- Competitive smart card product development: launch timing, value propositions, product differentiation, features, benefits, positioning, promotions, and pricing.
- Comparison of investment and financial planning software providers.
- Examination of competitive Internet offerings and trends.
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Industry Analysis
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- Data storage market in the U.S., Europe, and Asia.
- Market size and competitive offerings in the credit card industry.
- Retail brokerage industry trends.
- Impact of the Internet on the workflow of equity research analysts and portfolio managers in the US, Europe, and Asia.
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Market Surveys
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- Global survey of credit derivatives traders.
- Survey of Canadian institutional investors and their preference for attributed versus unattributed treasury prices.
- Survey of information preferences among US equity research analysts and portfolio managers.
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Globally, financial services companies are bracing for continued challenges as they deal with increased regulation and economic uncertainty. We understand that the pressure to develop new business strategies, launch new products and services, identify new markets, create customer loyalty campaigns, and embrace new technology are key when addressing these competitive dynamics. Turn to us as a trusted advisor when you seek new revenue sources and ways to retain top customers so you can remain profitable and continue to outperform your competition.
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