Industries|Financial Services

OVERVIEW

Stax works across the financial services spectrum, with deep and ongoing experience within all major segments. We leverage our extensive industry knowledge to clearly frame the issues, and employ in-depth analysis to empower clients to make high impact strategic decisions.

Targeted engagements run from strategic positioning to incremental profit improvement and tactical assistance

SECTORS OF EXPERTISE

Consumer Finance:

  • Loyalty programs
  • Credit cards
  • Pre-paid debit cards
  • Gift cards
  • Banking
  • Insurance
  • Investment products
  • Financial services for un-banked/under-banked

Merchant Needs:

  • Merchant acquisitions
  • Mobile applications
  • Transaction processing

Institutional Financial Services:

  • Asset allocation
  • Back-end order systems and exchanges
  • Financial technology
  • Structured products for institutional investors
  • Trading platforms

Examples of Engagements:

  • Evolving Customer Needs & Behaviors. Stax’s findings helped an alternative financial lender to reassess specific facets of their business relationships. The Client used our recommendations to enhance communication with customers throughout the lending process, identify areas for improvement, and understand market expectations for the next year. Stax developed a fact-based understanding of customer satisfaction, firm perceptions and performance, and also vetted out hypotheses for growth.
  • Competitor & Market Review. A technology company serving the financial services industry used Stax’s market insights and competitor intelligence to realign its product messaging. Stax profiled the competitive landscape for analytics products and services targeting banks, specifically assessing: competitors’ paths to cross-selling and development of products outside their core; competitor-specific differences in go-to-market strategies and performance; and general market trends in advanced analytics, including emerging technologies and competitors.
  • Business Development. Developed a business case for senior management in a large financial services firm, which was exploring a new opportunity in government benefits administration. We obtained field insights from benefits contractors and federal, state, and local benefits officials, and analyzed publicly available information to prioritize the best programs and states to support. Stax’s analysis informed the company’s market positioning and pricing decisions, as well as messaging for Congress and state governors.

OPINIONS

With nearly two decades of experience across varied sub-sectors and geographies, Stax is able to analyze the latest market trends in real time. See more case studies.

For recent opinions, also visit our blog.

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