Investor Economics has an established and growing capability to support financial services clients in the development of corporate strategy in terms of markets, products, client segments, pricing, new businesses, and other corporate development activities.

The Strategy Consulting Group, formerly The Taddingstone Consulting Group, has been in place since January 2006. As a unit, it has worked extensively with both national and regional institutions and firms in the areas of commercial and retail banking and wealth management. Projects completed in the past two years include those with a major life insurance firm (a business case analysis), an investment counselling firm (pricing), a regional deposit-taking institution (high rate savings), a major bank (the high net worth client experience), and a leading global bank (money manager acquisition).

Our approach to consulting is fact-based and draws on our extensive in-house databases, as well as information drawn from a wide range of external sources. The Strategy Consulting Group works closely with financial services executives to ensure that we capture the wisdom resident within our clients. The Group is known for its candor and a desire to work with client teams throughout the duration of a project. Our goal is to provide a unique and detailed perspective on business challenges and opportunities, and to provide advice and recommendations that can be acted upon rather than taking up space on a shelf.

The Strategy Consulting Group has also undertaken research into specific areas of interest to clients, including studies of the high net worth segment and the mortgage broker channel. These studies, which are viewed as groundbreaking, have been used extensively by leading institutions.

The Strategy Consulting Group is staffed by experienced professionals who have access to the full array of industry intelligence and expertise at Investor Economics. For more information on how our Strategy Consulting Group can support the development of your business, please contact Lawrence Deer.