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Financial Services Competitor Profiling

A Client wanted to enter into private banking space in Myanmar. To understand the local players and International companies, we conducted a research on existing products and services, target markets and client base. Also we conducted research on the competitor through Secondary research of company websites, Mystery shopping and Elicitation techniques to find out additional information. Outcome of the research helped client to plan their market entry approach effectively.

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Financial Services Competitor Profiling

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  1. THE BUSINESS RESEARCH COMPANY FINANCIAL SERVICES CASE STUDIES

  2. Case Study -Financial Services Competitor Profiling • A company which was considering entering the private banking/ wealth management space in Myanmar wanted to know about the competition in the country. • In particular it wanted to understand for local players and international companies which had already entered the market: • Products • Services • Target markets • Sales and marketing • Approximate client base • Approximate assets under management REQUIREMENT The Business Research Company Copyright TBRC Business Research. All Rights Reserved.

  3. Case Study -Financial Services Competitor Profiling • Competitor Profiles: • 4 local and 2 international competitors were profiled including: • Products • Services • Target markets • Sales and marketing • Approximate client base • Approximate assets under management • SWOT analysis • Balanced scorecard analysis SOLUTION The Business Research Company Copyright TBRC Business Research. All Rights Reserved.

  4. Case Study -Financial Services Competitor Profiling • Based on initial investigations and discussions we identified 6 competitors. • We conducted research on the competitor through:- • Secondary research of company websites etc. • Mystery shopping • Elicitation techniques to find out additional information METHODOLOGY The Business Research Company Copyright TBRC Business Research. All Rights Reserved.

  5. Case Study -Financial Services Competitor Profiling • Helped the client to plan their market entry approach. • The client found the information very helpful in understanding who were the market leaders to be targeted and what their strengths and weaknesses were. CLIENT BENEFITS AND FEEDBACK The Business Research Company Copyright TBRC Business Research. All Rights Reserved.

  6. DISCLAIMER All Rights Reserved. These presentations and reports should not be reproduced, re-circulated, published in any media, website or otherwise, in any form or manner, in part or as a whole, without the express consent in writing of TBRC Business Research. Any unauthorized use, disclosure or public dissemination of information contained herein is prohibited. Individual situations and local practices and standards may vary, so viewers and others utilizing information contained within a presentation are free to adopt differing standards and approaches as they see fit. You may not repackage or sell the presentation. The facts of this report are believed to be correct at the time of publication but cannot be guaranteed. Please note that the findings, conclusions and recommendations that TBRC Business Research delivers will be based on information gathered in good faith from both primary and secondary sources, whose accuracy we are not always in a position to guarantee. As such TBRC Business Research can accept no liability whatever for actions taken based on any information that may subsequently prove to be incorrect. The Business Research Company Copyright TBRC Business Research. All Rights Reserved.

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