Vendor and Partner Selection

Leveraging our deep knowledge of the fintech space, Corporate Insight helps financial institutions evaluate potential fintech firm/vendor partnerships, conducting due diligence to identify suitable candidates and providing objective recommendations regarding the best strategic fit.

Case Studies:

digital_adviceConnecting Our Client with the Right Digital Advice Provider

A leading financial services firm was exploring the possibility of developing a new service for retail investors that would combine financial planning and investment management capabilities in a single, web-based offering. The goal was to use this platform to reach the unadvised consumer segment, which represents 75% of the U.S. population. Interested in partnering with one or more digital advice providers to develop its vision for an online, consumer-facing platform, the firm engaged Corporate Insight to help identify potential digital advice partners and assess each firm’s strengths and weaknesses using mutually agreed upon criteria.