Where should we grow next?
Screen markets, competitors and potential partners so expansion effort goes where the business case is strongest.
Explore the capabilityIndustry research
Financial services
Benchmark banks and insurers, and assess investment holdings.
Industry context
Scope and topics in this sector.
- Research scope
- Banking and insurance peer research
- Topics investigated
- Market positioning, growth options, financial performance
Your next decision
What does your team need to know?
Sharpen your competitive positioning
Identify customer needs your offer could serve better and claims your team can support.
- Your question
- Where are competitors strong, and where could our offer stand apart?
- What we investigate
- Product features, business models, customer segments, channels and published pricing where available.
- What you receive
- A competitor matrix and the positioning gaps it shows.
Benchmarking and performance diagnosticsAvailable now
Understand why performance differs from peers
Turn a broad performance concern into specific value-creation questions for management.
- Your question
- Where do we lead or lag comparable businesses, and what might explain the gap?
- What we investigate
- Growth, profitability, productivity and business mix, with differences in definitions and disclosure flagged.
- What you receive
- A performance diagnostic, comparable peer benchmarks and a prioritised list of improvement hypotheses to test with management.
Benchmarking and performance diagnosticsAvailable now
Pressure-test an investment thesis
Surface weak assumptions and unresolved questions before the investment committee discussion.
- Your question
- What would need to be true for this investment case to hold?
- What we investigate
- Market demand, competitive position, peer economics and the evidence supporting or challenging the thesis.
- What you receive
- A company assessment with peer context and a prioritised due-diligence agenda.
Company briefs and deep divesAvailable now
Review what changed across a portfolio
Direct each review cycle toward changes that may warrant action or deeper research.
- Your question
- What has changed since our last assessment, and which holdings need attention?
- What we investigate
- Named holdings compared against an agreed baseline and research framework, on your review cycle.
- What you receive
- A dated change report and follow-up questions, with scope and cadence agreed for your review.
Capabilities
The capabilities these questions sit under.
Where is the value?
Benchmark margins, working capital and operating capacity against the right peer set. Receive a diagnostic, peer benchmarks and the value-creation priorities to test with your team.
Explore the capabilityWhich opportunities deserve a closer look?
Screen companies against your investment criteria, pressure-test the thesis and focus due diligence on the questions that could change the decision.
Explore the capabilityWhat could change the plan?
Investigate supply dependencies, industry shifts and climate exposure against your framework, with the assumptions and evidence gaps made clear.
Explore the capabilityStart with one question
Bring us the question behind your next decision.
Tell us what you’re investigating and when you need an answer. We’ll discuss the scope, inputs and research that would help.