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Banking M&A + M&A Strategies

Is M&A the Best Way Forward in the Recovering Banking Sector? Thought Leaders Discuss

Until 2018, the impact of the financial crisis of 2007-08 was visible in the US banking sector. Banking mergers and acquisitions had become limited, and the sector struggled to grow. However, in 2018 banking M&A witnessed recovery and prepared for substantial growth over the following years. In early 2020, this growth was suddenly interrupted by the advent of the COVID-19 pandemic.

As industries across the world attempt to recover from the aftermath of the COVID-19 pandemic, experts forecast growth for the recovering banking sectors across the world as well. Banking M&A has recently become crucial due to the increasing need for investment in technology and digital capabilities, and the various regulatory changes. Prior to the pandemic, consolidation had recovered to levels that were last seen before the financial crisis.

After the initial staggering impact of the pandemic, all industries have started preparing for recovery and are attempting to adapt to the new normal of the post-COVID era. Similarly, banks are on the path to recovery, and M&A is one of the most effective and crucial ways to recover successfully. Banking M&A is a challenging process and requires appropriate planning and unparalleled M&A strategies.

In this article, Infiniti Research experts discuss the impact of the COVID-19 pandemic on banking M&A. Additionally, as banks return to banking M&A with renewed motivation, it is important to be aware of the potential challenges, and the ideal way to approach this process and the difficulties encompassed. Therefore, this article details the significant upcoming challenges and the role of appropriate M&A strategies, as highlighted and discussed by Infiniti’s M&A support experts.

Attempting to recover from the aftermath of the COVID-19 pandemic through banking M&A? To learn how Infiniti’s M&A strategies can help you assess, identify, evaluate, and choose the ideal consolidations, request a FREE proposal.

Impact of COVID-19 on Banking M&A

With the rising number of cases in the United States and declining GDPs worldwide, all industries suffered substantial losses. Similarly, banking M&A saw a rapid decline in valuations and total shareholder returns. Additionally, boards and CXOs have shifted their focus to maintaining business continuity and stabilization of current businesses.

Further, the uncertainty of capital flexibility and losses, and the duration of the economic pressure has made M&A unappealing to buyers. In the instance of major distress due to factors such as capital pressure or material risk of failure, struggling organizations may need to sell. Apart from extreme measures, however, selling is not the ideal option in a struggling economy.

However, as banking M&A increases,  several trends are expected to surface. For instance, the rising need for fintech and digital capabilities, accompanied by the potential lack of funding for new fintech firms with limited market experience, may promote consolidation between traditional financial institutions and fintech firms. Additionally, the sudden upsurge in demand for digital platforms in every industry due to the pandemic will promote the need for banks and fintech companies to consolidate.

As these and other market trends begin to influence the recovering market, banking M&A is expected to recover within 2020 marginally. However, the COVID-19 pandemic will have a lasting impact on the foreseeable future of the banking sector.

Speak to our experts to know more about the impact of COVID-19 on your industry, the ideal path to recovery, and adapting to the new normal.

What companies need to prepare for during Banking M&A

As the banking sector starts on the path to recovery, the banking M&A process is set to face various challenges and opportunities. Although there will be a steady increase, the industry is expected to take a substantial amount of time before it has made a complete recovery. After a sudden impact like that of the COVID-19 pandemic, banks and fintech firms should be prepared for various factors in banking M&A to ensure successful transactions and avoid further losses.

Banking M&A + M&A Strategies

Therefore, Infiniti’s M&A strategy experts identified the following four crucial factors for banking M&A participants to prepare for:

Staying Ahead of Regulations

Changing political, social, and economic environments have previously posed substantial challenges for the financial and banking sectors. As 2020 proceeds, the political and economic scenario of the US continues to be precarious, and that directly impacts the regulatory environment of all industries. In the case of the banking sector, particularly, potential political regime changes can easily alter the future of all industry players and M&A transactions.

When strategizing for M&A transactions, participants need to prepare for possible regulatory changes and the impact of a new political regime on the economic environment. Additionally, choosing a partner that will be beneficial and supportive through changing factors is highly crucial and contributes significantly to a successful M&A. Therefore, key players have recently shifted their focus to acquiring professional assistance in developing M&A strategies. This helps ensure effective and successful strategizing and implementation of consolidations.

Accepting the New

The need for technological and digital capabilities has increased substantially over the last decade. Industries and consumers have become increasingly dependent on technology to carry out all major commercial transactions and activities. This has created the need for traditional financial institutions to consider and execute consolidations with financial-technology (fintech) firms. With increasing M&A transactions between traditional banks and fintech firms, the banking sector is headed on a path to digitization. However, although it is widely accepted that it is time for banks to shift from their legacy systems to modern fintech is necessary for survival and proliferation, many institutions struggle to make the change.

As the term legacy suggests, these systems are highly dated and a core part of the traditional banking systems and brand identities. However, they no longer fulfill the requirements of the modern consumer. Therefore, traditional financial institutions must prepare to consolidate with their agile fintech competitors and accept the new wave of technology. Adapting is crucial to survival, and changing to modern, adaptable, and consumer-centric systems is one of the essential changes for the banking sector.

Understanding Cultural Integration

During integrating, two independent organizations, boards, and CXOs often fail to account for the impact on their employees. This has led to a high failure rate in banking M&A in the best. Therefore, as companies work towards new M&A transactions, it is crucial to account for employee sentiment towards the consolidation process and ensure clear communication with all company employees. The right M&A strategy helps banks clearly communicate with and adequately train their employees for the new changes in the organization.

It is also important to ensure that employees on both sides of the deal agree with new policies regarding compensations, benefits, and organizational culture. Ensuring appropriate cultural integration can make or break an M&A. Proper cultural integration helps increase employee satisfaction and promotes efficiency and productivity. In some cases, organizations create an integration management office, with an integration CEO that helps manage every segment of the integration process, ensuring appropriate cultural and employee integration.

A Slow Path to Recovery

Although banking M&A is expected to recover through the remainder of the year, this process will be long-drawn and limited for a certain period. Currently, the scale is critical, and many struggling financial institutions and fintech firms will require M&A transactions to survive through the pandemic.

However, the economic impact of the pandemic has sent tremors through various segments of the banking and financial services sector, leading to an increased focus on short-term business continuity and reduced attention towards major investments such as M&A transactions. Therefore, companies must prepare for a slow and steady recovery and the possibility of limited options and partnerships. The right M&A strategies can help banks and fintech firms identify and execute the ideal M&A transactions even in a slow market.

Request more information and learn how Infiniti’s M&A strategies can transform the challenging banking M&A process into an attainable target for your organization.

How the Right M&A Strategies Can Help in Banking M&A

As financial institutions enter this phase of recovery, and banking M&A makes a long-awaited return, M&A strategies can be the major difference between successful and unprosperous consolidations. Infiniti’s experts help financial institutions overcome the challenges of banking M&A while maintaining business continuity and enabling a successful merger.

Three ways in which Infiniti’s M&A support and M&A strategies can help financial institutions in these challenging times are as follows:

  1. Organizations can create systematic and programmatic approaches to the process and enable the continuous development of potential M&A candidates.
  2. Boards, investors, and CXOs are offered data-driven insights and advice through the M&A process, with unparalleled guidance and research support.
  3. Financial institutions can assess all potential opportunities, identify the ideal partnerships for their organization, and make well-informed decisions about their future.

Recovering from the COVID-19 pandemic is expected to be a long-drawn and challenging process for all industries. However, with the right assistance and guidance from Infiniti’s M&A support experts, financial institutions can develop and execute successful M&A strategies that will boost the recovery process of their organization and the financial services industry.

Banking industry

Coping with emerging trends in retail banking 2020

Although many have predicted the doom of traditional retail banking with the rise of new entrants especially in fintech that focuses on superior customer experience, we believe that traditional banking companies still have a bright future. The emerging trends in retail banking such as AI and RPA are aimed at enhancing customer experience and matching performance with that of innovators in the banking industry. Apart from these, we can also expect several transformations in the approach and operations of banking companies. Infiniti Research has worked with dozens of banking companies across the globe and played a pivotal role in helping them to adopt agile business strategies to survive the dynamic market conditions. Based on our observations and expertise, here are some of the emerging retail banking trends that players need to be prepared for in 2020.

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Emerging trends in retail banking 2020

Emerging trends in retail banking

Reorganizing around customers rather than products or channels


In 2020, an interesting emerging trend in retail banking that we can expect to see is that banks will gradually move their focus away from products and services and begin organizing themselves around creating exceptional customer experiences. They will aim to develop the ability to view customers as a single unit by recognizing their uniqueness and tailoring offerings to suit their needs rather than being ‘pushy’ to buy banking products or avail different services.

The growth of social media

Social media is not just one of the emerging trends in retail banking, but it has become widely popular across industries. In 2020 and beyond, retail banking companies will embrace social media platforms as a primary source to connect, engage, inform, and understand their customers. It is also expected to become an important platform where customers research banking products/ services and make a purchase decision. Mastering social media capabilities will be a core competency for retail banking companies to cope with the emerging trends in retail banking.

As the pace of change is increasing in the retail banking space, companies must ensure that they are well positioned to align with the emerging trends in retail banking. Get in touch with an expert to learn how we can help you stay updated and cope with the retail banking trends.

Cybersecurity in building customer trust

Security of transactions is one of the most crucial factors that banking customers consider while choosing their banking partner. To avoid cybersecurity glitches that have occurred in the past, we can expect to see several top banking companies investing heavily into preventing cyber-attacks. This year onwards, you can expect to see leading banks develop cyber-security strategies that are aligned with their business objectives, risk-management protocols, and regulatory requirements. Since several retail banking companies lack the ability to tackle this issue, they might partner with third-parties to provide cyber-security assistance.

Two factor authorization to become common in transaction authorization

Although biometrics is believed to be unique, it can often be replicated and can result in fraud. As a result, two factor authentications will soon become mandatory and one of the most notable emerging trends in  retail banking industry. This means though retail banks will allow fingerprint or voice recognition in transaction authorization, it will remain tied to a replaceable physical device such as a smartphone.

Know more about our services for companies in the retail banking sector.

banking sector

What Lies Ahead for Asia’s Banking Sector?

The way in which Asian customers are exploring and changing the way they consume banking services and use digital channels for their banking needs is rapidly transforming with each passing year. The openness and agility to understand and embrace these changes will reward banking sector companies. This will be the only way incumbent banks can survive in the Asian banking sector in the long run. This article entails a brief Q&A session wherein banking industry experts at Infiniti Research answer some key questions relating to the changing banking sector landscape in Asia.

Banking sectorOver the next decade, what are some of the most disruptive factors that could transform the Asian financial service sector?

Currently, the Asian banking sector is going through a period of turmoil. The environment in Asia’s banking sector is being largely influenced by geopolitical challenges, trade wars, and other political concerns. These could prove to be the three most disruptive factors concerning Asian banking companies and which can play a significant role in the banking decision taken by companies over the next decade. However, Asia being one of the biggest and the most lucrative markets for banking growth, companies in the sector must find new ways to adapt to these unfavorable conditions.

Struggling to stay relevant amidst the fast transformations in the banking industry? Request a free proposal to know how our market intelligence solutions can help you keep a close watch on the changing market trends and make strategic moves to adapt.

What can CEOs of banking sector companies in Asia do to cope with these disruptive forces?

CEOs of banking companies in Asia must ensure that they are up-to-date with the changing market conditions. This includes the need to keep the costs at bay. Despite the margin squeeze and the pressure on volumes, companies in the banking sector must aim to discipline their costs. It is also crucial for them to strategically manage risks. This involves not only the creative risks that they take on board but, also the conduct risks. Banks also need to be aware of the increasing scrutiny that is being placed on dealing with customers. Finally, it is also necessary for CEOs must effectively manage their balance sheet and capital.

What are some of the best ways for banking companies to stay relevant in the digitally-inclined market?

In the current fast-changing banking sector, where there is an increased focus on the digital landscape, incumbent banks will need to scale up their capabilities in four critical areas. This includes digital marketing to enhance customer acquisition and engagement, value-generation through digitally active consumers, leveraging customer data efficiently to provide a differentiated proposition, and embedding banking in customers’ daily lives for seamless banking transactions.

A deeper understanding of the changing trends in the banking sector is critical for companies to adapt and provide a frictionless experience to customers. Do you find gaps in your business in effectively meeting these needs? Get in touch with a banking sector expert from Infiniti Research and tell us more about your challenge.

Winning Customer Mindshare in the Banking Sector with AI-Driven Customer Intelligence

Up to a few years back, retail banking customers had modest expectations in terms of banking experience and loyalty. In the last few years, however, the balance in which retail banking companies could succeed on their own terms has begun to shift under the pressure from changing customer expectations and preferences. Furthermore, new entrants in the banking sector such as fintech companies are also further pushing the boundaries for customer experience. Today customers increasingly expect interactions with their banks to be as sophisticated and personalized as the ones provided by industries like retail. As such, it is becoming extremely critical for banking sector companies to step-up their customer intelligence capabilities to better gauge customer needs and think beyond customer experience to a broader measure – customer mindshare.

Customers leave a lot of interesting footprints on the internet. Artificial intelligence (AI) driven customer intelligence solutions is a useful source for providing more insights and better automation for banking companies. Here some of the key reasons why experts at Infiniti think that AI driven customer intelligence could radically transform and simplify processes in the banking industry.

Customer intelligence is a powerful tool to boost sales and gain greater customer mindshare. Request a free proposal to know how Infiniti’s customer intelligence solutions.

Benefits of AI-driven customer intelligence in banking

customer intelligenceEnhanced personalization

Banks sell products in the form of loans, accounts, and investment service. The customer data collected in the process needs to be turned into useful insights in order to personalize and enhance offerings. AI -driven customer intelligence solutions will help banking sector companies to not just understand what the smartest recommendation is to enhance customer journey but also how to develop the most personalized products or services that can be delivered at the right time.

Customer interactions create abundant data for companies to act upon. Not sure how to turn it into actionable insights. Get in touch with our experts to learn how we can help your business turn data into dollars.

Improved trust and customer loyalty

Aggressive sales techniques no longer work well with customers, given the fact that they have ample options available at their disposal. AI-driven customer intelligence helps businesses to better transform their customer outreach based on customer behavior and preferences. Leveraging AI in customer intelligence solutions can also help businesses create meaningful conversations with the customers by identifying when they require banking related advice.

Capture opportunities

Whether it is a review or of a product/ service or customer feedback, any data of customer interaction is highly valuable for banking companies. This data goes wasted if customer intelligence based on AI is not used to curate and analyze data to identify missed opportunities. This allows for creating more personalized products and engaging interactions for the customers.

Learn how our solutions can help you stay updated with the latest retail industry trends

The Evolving Retail Banking Landscape in Canada

Retail banking

Over the past couple of years, Canadian banks have set a global standard for their stability and best practices. However, the pressure on retail banking companies and other financial institutions in Canada remains high. This is making innovation and customer satisfaction more important than ever before for players in the retail banking sector. Innovators in the retail banking industry are moving towards a seamless, one-stop-shop approach to service and engagement via digital platforms that bring products and services together to provide a unified customer experience. Interestingly, technology is not the only factor that’s disrupting the industry; it is also characterized by the rising need for customer-centric experiences, and this is driving every transaction and touchpoint for companies in the sector. Here are some critical retail banking trends that experts at Infiniti expect will lead the momentum of the financial sector in Canada.

Canada’s retail banking sector will see several opportunities to capitalize on and challenges to dodge this year. Not prepared with the right strategies to thrive? Request a free proposal to know how our solutions can help you keep a close watch on the market and formulate effective strategies to succeed.

Retail banking trends in Canada

Unbundling services

Canada will soon be exposed to open banking regulations that will fragment traditional retail asset and liability gatherings. Open banking refers to common interfaces among banks and third parties to facilitate more competition and also create new business opportunities. Although retail banking companies had sought a vertical approach that offers services from top to bottom over several decades, now several new entrants in the retail banking industry want to be ‘horizontal’ and dominate an attractive specialty.

Planning to Invest in Canada’s retail banking industry? Get in touch with our experts for more insights on the benefits of leveraging our solutions for better decision-making and choosing the right market entry strategies.

Rising interest rates

Interest rates are gradually rising from historic lows and consumers are soon bound to be challenged by debt levels. The retail banking industry will reflect the changing environment with an increased focus on the impact of rising interest rates, transparency in lending, and innovative new value propositions. The continuing rise in rates may result in personal loan offers to decline, however lending solutions such as installment loans and point-of-sale financing will shift the market towards time-sensitive credit sources.

Platformification

Innovation is vital for retail banking companies to effectively meet consumer demands. The financial services industry in Canada now largely revolves around the digital age and rising consumer expectations of convenient and frictionless digital access. As a greater number of consumers seek streamlined solutions, retail banking companies in Canada will soon shift their focus to providing ‘one-stop-shops’ that bring both products and services on a single platform.

Learn more about Infiniti’s solutions for companies in the retail banking industry.

Banking sector

Winning in the German Retail Banking Battleground with Customer Experience Strategy

Modern consumers expect exceptional services and frictionless buying experiences irrespective of how big or small the product that they intend to purchase. When it comes to the retail banking sector, digital disruptors and fintech firms often succeed in delivering an enhanced customer experience (CX) when compared to incumbent banking companies. Although the importance and prominence of retail banking companies will not die down anytime in the near future, customer expectations from banking is not the same anymore. As a result, incumbent banks are increasingly reevaluating themselves on how they perceive customer experience and what needs to be done to meet the changing customer expectations.

Giving customers a supportive, hassle-free, omnichannel experience is a must for banks in today’s changing environment. Request a free proposal to know how our solutions can help you achieve this.

German retail banking companies overview

The German retail banking sector faced a rough ride during the financial crisis. While some banks almost drove off the road, others managed to stay on track, allowing them to overtake their competitors. However, the road ahead remains unclear for German retail banking companies. Innovative trends are shaping new traffic patterns, putting additional pressure on all types of banks, even those that are in decent shape today. The next five years will be crucial for the German retail banking sector to decide which turn to take to avoid a dead end. The German banking market has a unique three-pillar structure of private, savings, and cooperative banks. This distinguishes it substantially from banking sector companies elsewhere. German banking is also characterized by its strong dependency on net interest income, an extensive branch network, and a prudent risk profile. The long-term profitability is of German retail banking companies are low compared to global peer markets, and German banks have difficulty earning their cost of capital due to factors including high competition, low prices, and lack of focus on customer experience.

Trends shaping German retail banking sector

Retail banking sector

What are the common pitfalls that retail banking companies encounter in CX?

Most of the companies in the German retail banking sector have ample room for improvement when it comes to enhancing customer journeys by improving the overall customer experience. As customers are gradually changing their perception of an ideal banking experience, German banks must attempt to adapt. We have seen banks across the globe enthusiastically embrace the value of improving customer experience only to step into common pitfalls. Here are some ways to avoid missteps and set your customer experience strategy up for success.

Focusing on isolated touchpoints

Customer experience is often misunderstood as customer pain points that needs to be addressed. While these efforts are certainly vital to improve the overall customer experience, focusing only on these factors leads companies in the retail banking sector missing out on the root cause of these pinpoints. Furthermore, simplistic solutions that have been merely copies from competitors could sometimes prove to be misleading. Customers who rate single points of contact as satisfactory often tend to rate the whole journey as a negative experience. In such cases, these customers are less likely to become the engaged, valuable customers that banks strive for.

Customer experience is a powerful way of bringing tremendous value to a retail banking sector company’s business. Get in touch for more insights on how our solutions can help you enhance your CX and create a positive business impact.

Ignoring key customer journeys

Once banks in the German retail sector have realigned their thinking toward holistic customer journeys, the next step is to map their customer journeys and figure out which ones are most critical to business. This includes taking into consideration factors such as the areas of improvement, factors that could have an impact on brand image, and other value considerations. For improving critical journeys, banks should determine what degree of improvement will make the most economic sense and generate the most value. German Retail banking sector companies must arrive at a decision on how much needs to be invested to create that “wow” experience for customers and whether the effort is worth it, given the expected additional revenue.

Choosing right customer segments to prioritize

Direct banking companies often show the highest customer satisfaction levels when compared to big private banks. Corporative banks, and savings banks. This is because the latter has a more diverse customer base with a range of differing needs, making it harder to provide superior service across the board. This necessitates banks to identify their various customer groups and determine how important each is to the bank’s business. The value of a customer to a bank can vary based on the product or service being offered and can be measured by number of products, loyalty, credit, or future financial opportunity. Companies in the German retail banking sector need to understand the needs of each group in detail and target the segment with an exceptional and differentiated experience across the end-to-end customer journey.

Learn more about our solutions for companies in the retail banking sector.

Investment banking industry

An Overview of the Top Investment Banking Industry Challenges

The investment banking industry is on a new wave of change and transformation. As the financial services sector is still recovering from the global economic crisis, investment banking companies in the US are still struggling to regain their former levels of profitability. As a result, several major players in the US investment banking industry have announced their plans to move from traditional underwriting business to other activities including mergers, acquisitions advisory, and fundraising. This change has been largely fueled by recent regulatory changes that have made some investment banking activities more expensive than the others. Furthermore, the rising need for sophisticated in-house applications, innovative customer-facing portals, and higher transparency and security across the board mean that companies in the investment banking industry are faced with substantial pressure on all fronts. This blog covers some of the major challenges facing companies in the investment banking industry right now.

We help our investment banking industry clients to deal with changing operating model structures, business and finance transformations, and evolving customer expectations that redefine business operations. Request a free proposal for more insights.

Investment banking industry challenges

Investment banking industryRoadblocks in cost reduction efforts

Companies in the investment banking industry have been constantly pursuing strategies to achieve sustainable cost efficiency. However, several factors including declining revenues, excessive costs, and developments in digital and regulatory pressure have increased challenges for investment banking companies in the US, making it incredibly difficult to achieve cost reductions. Leaders in the investment banking industry who are seeking sustainable cost reductions should strive to strike a balance between optimizing the existing core activities while investing in new engagements.

Enhancing client experience

Customer-centric experiences in B2C business models are shaping client expectations in the B2B realm as well. As a result, investment banking industry companies are finding it difficult to meet these changing client demands and expectations. Investment banking companies can begin by assessing the existing client experience and mapping out the client experience standards that they want to deliver to identify necessary changes that could be made to their delivery channels and feedback and monitoring mechanisms.

Reimagine how your business profits are generated and transform your client experience with our advanced solutions. Get in touch with our experts to know more about our solutions.

Cybersecurity

Cyber-threats are rising at an unprecedented rate and legacy technology have become a risk factor. They are more prone to unpatched vulnerabilities and create compatibility issues in M&A situations. Furthermore, there were several mergers and acquisitions in the recent times as banks sought to consolidate their protection under the law. But often the legacy infrastructure acquired by a bank through M&A activity is not up-to-date and features extensive vulnerabilities that create additional fire-fighting challenges for IT teams of companies in the investment banking industry.

Talent acquisition

Companies in the investment banking industry are still struggling to retain top talent despite introducing new measures such as faster promotions in a bid to attract employees. One of the prime reasons for this is that young professionals are finding themselves more drawn to alternative sectors such as technology or innovative start-ups. Moreover, the fact that the lifestyle of an investment banker is typically associated with long hours and tight deadlines is also part of this permanent trend. Investment banking companies must identify effective ways to attract and retain talent in their organization.

Learn how we help companies in the investment banking industry to drive disruption.

Banking sector

Securing a Leading Edge in the US Investment Banking Industry with Market Intelligence Solutions

“Although the financial services industry continues to recover from the global economic crisis of 2008, companies in the investment banking industry in the United States are still struggling to regain former levels of profitability,” says a market research expert from Infiniti Research.

 Investment Banking Industry Overview

The financial crisis of 2008 has brought about an era of uncertainty for the investment banking industry. The increasing demand for sophisticated in-house applications, innovative customer management portals, and the rising need for transparency and security have put immense pressure on companies operating in the banking and finance industry. Moreover, stringent new rules have put almost all the major functions of the investment banking industry, specifically capital, liquidity, risk management, compliance, traded markets, and governance under far greater scrutiny. Given the stiff competition and heavy saturated marketplace, expert suggestions in the form of customized market research findings are invaluable to succeed in the long-run.

Investment Banking Industry

Our experts have helped various companies in the investment banking sectors deal with industry challenges and secure a leading edge in the market. Request a FREE proposal today!

Business Challenge

The client is one of the most prestigious investment banks based out of Europe.

As the client wanted to expand their operations to the US, they were looking for a research firm that could do an independent analysis of potential investment opportunities and provide recommendations based on the insights. Furthermore, the client wanted to stay updated on the latest regional economic developments through ongoing research and analysis. By staying updated on important economic issues and market developments in the US, the client desired to provide enhanced value for customers.

Other key objectives the client wanted to tackle by leveraging Infiniti’s market intelligence solution were:

Investment banking industry challenge #1: Post-crisis uncertainty and ambiguity

Post financial crisis 2008, the investment banking sector in the United States has been struck by waves of regulatory changes, which fundamentally transformed the way companies operate. Furthermore, new rules and regulatory changes have started coming to the forefront. The client, therefore, wanted to understand all the regulatory changes and make changes in their business strategies to comply with regulatory needs.

Investment banking industry challenge #2: Keeping up with innovations

Financial technology (FinTech) presents huge opportunities for companies operating in the investment banking sector. However, it also brings about certain challenges such as funding restrictions and technology concerns. In order to make the most of FinTech, the client wanted to keep up with technological innovations and also address challenges coming their way.

Investment banking industry challenge #3: Planning for growth and distinctiveness

The client wanted to gain a better understanding of the current and future market potential, spend, value chain, and market trends in the investment banking industry.

We assist companies in the investment banking industry to better manage their balance sheets while providing regulatory and market entry advisory solutions. Contact us today!

Solutions Offered

As a part of the market intelligence engagement, the experts at Infiniti Research conducted a US investment banking industry analysis. During the industry analysis, the experts at analyzed certain factors such as market potential, investment environment, market developments, investment banking industry trends, and the US investment banking industry growth rate. By leveraging Infiniti’s expertise in offering market entry solutions, the experts helped the client to analyze macro and micro-economic environment, identify potential barriers to market entry, and identify the best route to enter the US investment banking industry.

By conducting a detailed market opportunity analysis engagement, the experts at Infiniti Research helped the client to assess markets’ readiness for new offerings including financial technologies. With our help, the client was also able to understand certain challenges in adoption of financial technologies and take actions to address them.

By leveraging our expertise in offering market scanning solution, the experts at Infiniti Research helped the client to understand the evolving regulatory rules and track regional industry developments.

Results Obtained

Our market intelligence solution helped the client to gain detailed insights on all the latest regulatory changes in the US investment banking industry, keep up with financial technologies, and evaluate market potential for their services in the US. The detailed understanding of the US investment banking industry helped the client to plan for growth and distinctiveness. Furthermore, they were able to secure a leading edge in the US investment banking industry and become one among the top companies in the US investment banking sector.

Want to know more about our solutions for companies in the investment banking industry? Request for more info.

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