Growth Strategy

Product Review and Roadmap
Our product review and roadmap offering is aimed at helping you determine your product portfolio’s readiness across 6 different dimensions, whilst validating the degree of maturity from a comparative industry standpoint, both globally and domestically. This exercise validates your product’s current state across 6 different dimensions, spanning from customer experience, to digital onboarding, to process fulfilment, to channel adoption, to the quality of the overall platform.

Finally, this will result in us coming to a conclusion on critical implications based on the assessment, including areas of alignment, met/unmet needs, and specifically identifying potential areas of additional focus.

Price Benchmarking Assessment
Our work and relationships with banks, consulting firms, and investing funds globally, give us a strong sense of what it takes for financial technology firms to “woo” user groups with their products and systems, with a strong understanding of what pricing is feasible.

Our price-benchmarking assessment offering provides our clients with a quick 6-12 week study on their pricing strategy compares to that of their competitors and peers, across markets and geographies. IBSi analysts will study pricing trends, dynamics, models, benchmarks and other global best practices which will result in a pricing strategy recommendation to your business and product teams.

Business Strategy Development using the BSC
IBSi has a deep heritage when it comes to assisting clients with strategy design using the Balanced Scorecard framework, and our teams have been doing so with global clients since 1985.

Over a span of 8-12 weeks, IBSi teams will work with client leadership in developing their Strategy Maps and Enterprise Scorecards to track future performance. Or proprietary methodology includes a healthy mix of internal and external assessments, with a strong focus on bringing out key themes and focus areas.

A resulting Strategy Map will outline the top key 20-25 initiatives for your firm going forward, broken up into financial, customer, process, and organization perspectives. Resulting Enterprise Scorecards will help client leadership define initiative owners, measures, units and frequencies for timely performance management and reporting. To close out, we will workshop these results with your key teams and set you on a clear path for growth.

Portfolio Company Growth
On top of providing fund managers with due-diligence intelligence, our teams have experience in and are well geared to, assist portfolio company leadership teams with a holistic set of strategic offerings, with a strong focus on stable growth and quick returns.

Read IBSi's Advisory case studies here