BFSI

The BFSI (Banking, Financial Services, and Insurance) sector is at a pivotal moment, driven by rapid technological advancements, changing regulations, and shifting consumer expectations. We partner with new age financial institutions to optimize their operations, drive digital transformation, and enhance customer experience. We also work closely with private equity firms looking for support to identify and invest in the next wage of disruptive firms in the fast evolving new age BFSI space. 

Our Offerings

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Growth Strategy

Growth Strategy

We assist clients in their growth strategy, assessment of emerging opportunities, launch of fintech SuperApps, as well as new category launch

  • Advised an online lending player on GTM for Early wage offerings
  • Opportunity assessment for a leading offline B2B payment solutions provider
  • Assessed Indian Financial Sharing Market and emerging opportunities for a digital payment app

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Consumer Value Unlock

Consumer Value Unlock

We unlock customer value through customer experience & funnel optimization, UI/UX experience improvement, retailer experience improvement, and NPS & customer experience enhancement

  • B2C and B2B CX improvement for a leading neobank
  • Brand Track & NPS study for a leading discount broke
  • Merchant assessment to understand gaps in offerings for a POS player
  • Understanding Customer Strategy for a major co-branded credit card company

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Operational Excellence and Profitability

Operational Excellence and Profitability

e help clients with field force incentivization strategy design, VAS upsell strategy, and ad monetization strategy

  • Churn reduction of sales and collection agents- leading housing finance player
  • Developed a channel strategy leveraging customer behavioral insights to increase VAS upsell conversions for a leading card player
  • Developed an ad monetization framework for a financial super app to increase ad revenue through targeted offers

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Transaction Advisory

Transaction Advisory

We aid clients across M&A support, commercial due diligence for funds, road to IPO strategy & public affairs management

  • CDD on multiple Target across the insurance and lending value chain
  • IPO industry section report for multiple players across payments, insurance (General Insurer & SAHI)

Our BFSI Insights

Subsectors

Payments and banks

Lending

Wealth management

Insurance

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