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Strategy Sessions

For clients looking for focused, one- to two-day strategy sessions on a given industry topic, Aite Group analysts can lead the entire discussion, facilitating actionable results and recommendations.

Sample engagements include:

  • Leading a strategy day focused on P&C insurance claims for a large content management company

  • Helping a large technology vendor understand the market need for its data integrity services and hone its go-to-market messaging

  • Working with a large Australian bank to understand the Payments Maturity Model for possible application to the banks' payments transformation project

  • Working with a U.S.-based credit technology vendor developing a digital delivery strategy for credit processing

  • Moderating an executive roundtable discussion on improving the wealth management client experience; the project resulted in a paper, which discussed current gaps in client experience at traditional wealth management firms and opportunities to improve the wealth management offer through more proactive and personalized service 

  • Reviewing a large technology vendor’s go-to-market strategy in electronic billing and payments and providing recommendations on its product, marketing, and sales game plan

  • Working with a global broker-dealer on potential strategies around the implementation of Regulation NMS

  • Facilitating discussion related to partnership strategy for a trading technology vendor in Europe

  • Supporting the decision strategies of a treasury management system vendor with an overview of future trends and major opportunities in the sector

  • Facilitating a full-day strategy discussion on supply chain finance at a major bank's customer advisory board meeting

For more information on our strategy session capabilities, please contact:

Tel: +1.617.338.6050

With deep domain expertise within the financial services industry and financial technology sector, our analysts host our strategy sessions.

Aite Group analysts are uniquely qualified to assist with such projects because of their keen eye for the business, technology, and compliance needs of financial institutions, exposure to a wide array of established and up-and-coming market participants, proven ability to produce actionable strategic and tactical recommendations within their reports, and practice thinking on their feet on client advisory or media calls.