Banking & Financials

The industry is taking a hard look at profitability and performance, and organizations will require carefully crafted business strategies to address the effects of regulatory reform, technology change, competitive dynamics, and market movements. Yottaintel  helps banks and financial services clients of all sizes and types navigate through a constantly changing environment of financial services regulations and enforcement actions, litigation threats, and economic and competitive challenges.

Our team is composed of highly respected CPAs, attorneys, economists, bankers, forensic specialists, technology professionals, strategic communications experts, policymakers and former bank and securities regulators — all of whom have extensive financial services industry knowledge and experience. our company  delivers a powerful combination of technology and comprehensive, preintegrated business applications—designed specifically for financial institutions and built with open standards.

We serve as specialists in front-office strategy and marketing consulting, helping our clients to develop new products, analyze customer behavior, integrate channel dynamics and optimize sales processes. Our perspective is global, and encompasses the full spectrum of banking and financal sectors and functions. Yottaintel’s financial services consulting practice works collaboratively with banking, insurance, and investment management clients to achieve their business objectives by improving operational effectiveness and mitigating compliance risks.  We use a broad range of methods and techniques to deliver behavior-based insights and are the only global consultancy dedicated to fact-based revenue growth and profit enhancement.  we have helped financial institution meet the unprecedented changes the global banking and financial services industries are facing

We provide our services:

  • Product portfolio and pricing optimization (checking and savings accounts) for large and medium retail banks
  • ricing process redesign (roles, responsibilities, pricing organization, supporting pricing tools and models) for a major retail bank
  • Optimization of product offering for the wealth management arm of a leading bank
  • Margin optimization through better differentiation of pricing processes by segment in equipment finance
  • Benchmark and growth strategy in prepaid cards
  • Operational efficiency program for major investment fund provider, incl. assessment of core marketing/pricing processes, reallocation of FTEs, definition of qualification requirements etc.