Banking and Financial Services
Banking and Financial Services

The financial services sector is one of the biggest drivers of technological change, and one of the most vulnerable, as well. We’re seeing:

  • Dramatically lower costs of service delivery
  • New competition in every segment, largely driven by Fin-tech
  • Massive data security and privacy challenges
  • Ever-increasing regulatory scrutiny, and new regulation


ValueNotes has served banking, financial and insurance clients address issues like:

  • What is the impact of digitization on my ability to service customers?
  • How can I use research-based thought leadership to build my brand?
  • Analyzing competitive threats from new channels, and new players?
  • How do I leverage technology or outsourcing to grow?
  • How is customer behaviour changing in a digital world?


We’ve studied numerous sub-markets including banking, insurance, mortgage, credit cards, financial advisors, loan management systems, asset management, fund management, pensions, etc.

Project Examples

  • Identification of target companies in India & Zimbabwe for an accounting accreditation program

    The client, offering an accounting accreditation program, wanted to determine the business opportunities available in companies in India and Zimbabwe. We identified large multinational and domestic companies that had an accounting department in the country. Detailed profiles were created for each company - hierarchical structure, operations, revenues, projected growth, and size of the accounting department.

  • Financial update and analysis of global online travel companies

    A consulting firm, based in the US, wanted to determine the intrinsic value of companies in the global online travel industry. An in-depth financial and product analysis of each company was carried out to evaluate them. A comparable financial model was created to help analyse the company figures.

  • Opportunity assessment for outsourcing in the domestic BFSI sector for a mutual fund transfer agency

    The client wanted to target specific customers in the BFSI sector to offer them outsourcing services. Our research covered the vendor landscape and each of these customer segments - regulations, level of outsourcing, key needs & gaps, and outsourcing trends and forecasts. Interviews with vendors, customers, and experts from across India provided a detailed mapping of vendors with customers and the services provided by them.

Read More

Show Buttons
Hide Buttons