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Lead Source

Banking, Financial services and Insurance

Research and analytics lie at the heart of all BFSI companies. Our team of analysts produces in-depth research to help clients successfully navigate financial markets, enhance their portfolios and make strategic decisions across asset classes.

 

Whether it is pricing products or lowering costs, BFSI companies rely on our analytics offerings to make critical business decisions. Drawing on extensive industry experience, SG Analytics works with BFSI companies to help them use analytics for better decision-making.

Who We Work With

  • Banks

    Optimize cost of research spend and monetize research.

  • Asset Managers

    Generate alpha across asset classes.

  • Insurers

    Efficient data collection and exploitation.

  • Fintech

    RoI-driven intelligence that accelerates growth.

Research for Asset and Wealth Managers

  • Identify investment opportunities and screen securities that match your investment criteria across asset classes
  • Leverage a talented pool of analysts comprising of CFA’s, Chartered Accountants, MBA’s and economists to create and maintain portfolios, consistent with your in-house research methodology
  • Tap into SG Analytics’ Fund Marketing Support services to grow your AuM and enhance client servicing
  • Integrate ESG factors within your investment research process
  • End-to-end index lifecycle support for passive asset managers
  • Client Examples

Services for Investment Banks

  • Qualitative and quantitative investment banking support across M&A, ECM, and DCM teams
  • Monetize research content – create new research outputs, leverage custom research support to generate investment recommendations, and optimize your time in monitoring portfolios
  • Enhanced compliance monitoring including anti-money laundering, and identification and remediation of KYC gaps
  • Substantive editing and proofreading across a broad range of research reports, ranging from simple publications to more complex coverage initiation notes and thematic reports
  • Client Examples

Market Intelligence

  • Opportunity assessment for retail banking payment solutions across target markets
  • Benchmark retail banks offering digital services and recommend optimum digital strategy
  • Conduct market assessment covering fintech companies to identify potential partnership opportunities
  • Competitive intelligence on strategies adopted by major banks
  • Market intelligence on business outlook for leading asset management companies
  • Analyse emerging technologies including Blockchain and AI in financial services

Business Strategy

  • Market entry strategy in the SME banking space
  • Evaluate market potential for digital-only banks and design go-to-market strategy
  • Assess investment strategies of hedge funds and private equity funds
  • Evaluate risk management strategies deployed by insurance firms
  • Comparative assessment of digital wallets' features
  • Analyse major trends in the reinsurance sector and impact of alternative capital on the industry

Marketing and Sales Analytics

  • Marketing RoI: Efficiently allocate resources and enhance marketing spend RoI
  • Customer segmentation: Leverage rigorous customer segmentation techniques and targeting tools to ensure the right customers are targeted with the right products
  • Customer acquisition: Acquire customers through tailored, data-driven marketing campaigns
  • Territory and salesforce optimization: Use data to maximize territory management tactics and maximize your sales team’s potential
  • Client Examples

Data Management and Visualization

  • Centralized data management: Use secure tools to collate and store large volumes of financial transactions data
  • Data access: Develop data portals that allow employees to access data easily and make data-based decisions
  • Visualization: Create powerful visualization tools and boost decision-making by summarizing large volumes of financial data in intuitive ways
  • Client Examples

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