Explore Crisil, a company of S&P Global

Formerly known as Market Intelligence & Analytics

Financial Services Consulting

Financial Services (FS) Consulting provides tailormade advisory services to address the distinct challenges faced by banks, insurers, investment firms and other financial institutions, and outlines and scopes out opportunities.

We offer clarity and implementation support to help clients thrive in a business environment marked by ever-increasing regulatory scrutiny, fierce competition, evolving customer expectations and technological disruptions.

Our suite of services comprises strategic guidance in the areas of:

  • Customer acquisition
  • Regulatory navigation
  • Product development
  • Operational and performance optimisation
  • Risk management
  • Technological innovation

Our deep industry knowledge, combined with advanced analytics, help transform complex financial data into actionable insights that drive measurable business outcomes.

Whether restructuring operations, launching new offerings, optimising capital allocation or enhancing customer experiences, our consultants serve as trusted advisors helping financial institutions adapt, compete and succeed in an increasingly challenging environment.

 

Our Expertise – Financial Services

 

 

Business, Operational and Product Strategy focus

 

 

Business and Strategy

  • Business growth and profitability analysis
  • Client segmentation and Go-To-Market
  • Local strategy and branch optimization
  • Lead generation and conversion optimization
  • M&A deal advisory and transaction support
  • Competitive benchmarking and market positioning
  • Cost structure and efficiency comparisons
  • Operational metrics and KPI development
  • Service level and customer satisfaction benchmarking
  • Client franchise and engagement partnerships

Product

  • Product innovations and pricing strategies
  • Product performance monitoring and optimization
  • Product governance and lifecycle management
  • Cross-selling and bundling strategies
  • Digital experience and transformation

Segmental driven

 

 

Bank and NBFCs

  • Advanced credit assessment frameworks and scorecard development
  • Differential targeting for Large, Mid-size, MSMEs and microfinance customers
  • SOPs, governance and risk policy & framework assessment
  • NBFC credit evaluation and due diligence
  • Regulatory compliance assessment and implementation

Insurance, Asset and Wealth Management

  • Investment and risk process review and benchmarking with best practices
  • Investment policy formulation and monitoring
  • Fund manager evaluation and performance attribution analytics
  • Asset allocation guidance and portfolio risk monitoring
  • Product empanelment and due diligence

P.E. & AIFs

  • Deal origination and pipeline management
  • Pre- and post-investment due diligence, valuation services
  • Fund governance and process grading
  • Market entry and expansion strategies for investee companies
  • Institutional Investor relations engagement

 

Why choose FS Consulting?

 

 

Data-Driven Insights and Results

We translate complex financial data into clear, actionable intelligence that enables confident decision-making with measurable outcomes. In fact, our analytical approach identifies hidden opportunities and provides the strategic clarity needed to capture those effectively.

Unrivaled Industry Knowledge

Our consultants have access to an extensive proprietary database of financial services benchmarks and market intelligence, and, hence, are able to provide clients with contextual insights that generic consulting firms cannot match. This deep reservoir of specialised knowledge supports every aspect of our advisory work.

Seasoned Specialists

Our team comprises professionals with extensive experience across the banking, insurance, investment management and wealth advisory sectors. This ensures that our recommendations are not just theoretically sound but implementable within the unique constraints of a financial institution.

Strategic Industry Connections

Our established relationships with regulatory authorities, industry associations and policy-making bodies provide clients with forward-looking perspectives on market dynamics and regulatory evolution. These connects help clients navigate complex regulatory environments with confidence and position themselves advantageously for upcoming industry changes.

BFSI-Focused Expertise

Unlike general consultants, our focus on the financial services ecosystem ensures that we have a nuanced understanding of the challenges facing financial institutions. We speak your language and understand your specific operational realities, allowing us to deliver solutions that are innovative as well as practical within your industry’s constraints.

Collaborative Solutions

We excel at bringing together specialised capabilities from our extensive partner network to provide integrated solutions. This ensures that our clients receive comprehensive support across strategy development, technology enablement and implementation. By leveraging the right expertise at the right time, we deliver holistic solutions that address all dimensions of complex financial challenges.

End-to-End Implementation Support

We don't just provide recommendations, we partner with clients throughout the implementation journey to ensure that the strategies provided translate into tangible results. Our managed services and programme management capabilities provide governance and execution support needed to realise the full value of your strategic initiatives.