Integrity Partners has extensive industry experience. Below are selected examples of consulting experience within Financial Services:
Asset and Wealth Management
- Business model and launch plan for a new Asian sovereign wealth fund
- Innovative business transformation strategy and roadmap
- Redesign of asset-liability management (ALM) and investment organizations for top Korean insurer
- Asia wealth management market size & segmentation for new market entrant
- Review of strategic plans & 5-year targets of a top global asset manager (~US$1tn AUM)
Corporate and Investment Banking
- Growth strategy and transformation roadmap for a leading Chinese securities company
- Overseas growth strategy for a leading Chinese securities company
- China market entry strategy and partner scan for leading pan-Asian investment bank
- Strategic due diligence of top Taiwan financial holding company (FHC) raising capital overseas
- Merger integration of Asia wholesale business and IT/risk platforms of 2 leading French banks
- Merger integration of a regional Asian securities business (focus: Singapore, Hong Kong)
- IPO origination/distribution model during post-merger integration (PMI) of top Asian bank
- Vision and overall business model for corporate business of a leading Australian bank
Consumer Banking and Credit Cards
- Overseas credit card growth and market entry strategies for a Big 4 Chinese bank
- Acquisition of Hong Kong card business for Asian regional bank; worked with investment bankers
- Strategic due diligence of Taiwan bank and card issuer and transformation roadmap; focus on portfolio, customer base, channels, products and supporting capabilities
Insurance
- Business transformation strategy for global life insurer and asset manager
- Priorities and market entry options for Life and P&C markets in China, Singapore, Korea and Taiwan
- Retail client segmentation and cross-sell prioritization for Taiwan financial holding company
- Business case for annuity-linked Life products for a leading insurer in Taiwan
- Regional seminar on innovation for Asia-Pacific business of leading global insurance firm
Organization and Cross-Business Initiatives
- Regional operating model for a leading Asian regional bank, including role of head office vs. country management (covered corporate & investment banking business)
- End-state model and transformation roadmap to consolidate payment, credit and customer service operations across retail & wholesale banking at a leading private Taiwan bank
- Consolidation of back-office into firm-wide processing utility for top Asian regional bank
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