Fintech

Based on its long-term insights into the financial services industry, Frost & Sullivan continues to strengthen its professional capacity building, providing strategic partners within related industries with full lifecycle consulting services from strategy to operations. It has rich project experience in all segments of the financial services industry chain.

In recent years, Frost & Sullivan has served clients in the financial services sector including but not limited to BOC Leasing, Xingzheng International, Bairong Cloud Innovation, WeBank Jinko, K-Finance, Kakao Bank, Taixiao Lending, Ziyuan Yuan, Ruwei Asset Management, Shengye Capital, China Fugang Finance, Junyi Global Finance, Baiying Holdings, Xinli Software, Qianhai Asia Times, UnionPay, Lianlian Digital Technology, Zhongmiao Holdings, K Cash, and others.

Main Business of Frost & Sullivan's Financial Services Practice in Greater China

OUR CORE BUSINESSES

traditional finance	insurance	Asset management
Cooperating with the world's leading stock exchanges, commercial banks, and securities service institutions, we provide high-quality enterprise clients in various sectors with business and financing consulting related to traditional finance, as well as corresponding solutions and implementation plans.	Contributing expertise and strategic thinking to leading property, life, and health insurance companies and reinsurance firms.	Cooperating with wealth management companies, private banks, asset management firms, and asset owners, we develop strategies based on clients' balance sheets and income statements. We assist and enhance their efficiency in financing and liquidity management through risk management and cost control.
With our industry research capabilities covering different sectors of clients, we can provide services including core business strategy consulting, mergers and acquisitions, investment banking due diligence, corporate valuation, financial advisory, risk management, and more.	Assist insurance company clients in effectively managing and optimizing the financial and operational dynamics of their insurance business; provide insights and experience gained over years in the industry to help clients enhance their market positioning, such as strengthening pricing resources; and develop sustainable strategic goals that create value not only at the macro level but also quantitatively.	We provide integrated strategies for corporate finance and capital management for client companies, leveraging technology to empower these services. We offer consulting services such as cost accounting and operations on the premise of risk prevention, aiming to continuously create better investment returns and post-investment experiences for client companies.
payment	financial leasing	Fintech
Under the general trend of cost reduction and efficiency improvement, we assist heavy-asset company clients or industry companies with high capital investment and financial thresholds in settlement processes such as trading and clearing.	Optimize the cost composition and asset structure for client companies, assisting small and medium-sized enterprises or companies with high financial risks in improving the utilization rate of idle assets such as leasing or the transfer of second-hand equipment.	With the rise of the digital economy and the widespread popularization of digital financial products and services, especially in the transformation of consumer sectors such as payment platforms and supply chain technology platforms, big data has played a crucial role.
Help customers design and implement competitive differentiated payment strategies and digital transformation plans, and comprehensively understand the current payment ecosystem of customers, such as supplier partnerships and customer experience. Based on this, develop payment optimization plans and ensure their scope of implementation.	Centering on the client company, it provides new financing solutions among various trading entities to achieve effective resource allocation and complementary advantages. It utilizes financial leverage or financial leasing tools to optimize costs, improve current cash flow, and reduce financial risks.	Support and assist customers in formulating digital infrastructure such as strategies and scenarios; relying on the continuous deepening of cooperation with leading financial institutions, we aim to achieve the goal of 'finance + technology + ecosystem', helping customers better realize digital transformation and synergize with traditional business models.

Provide full lifecycle consulting services

We provide a full life cycle of consulting services

promotion

strategy

financing

investment

Operation

Frost & Sullivan's services

Promotion through news media
Industry White Paper Service
Honorary Awards Presented

Market entry strategy recommendations
Investment and financing strategic planning

Private equity financing
Domestic and Overseas IPO Industry Advisory Services

target selection
target due diligence
Target valuation recommendation

Commercial Construction and Operation Suggestions
Financial and Cash Flow Forecasting
Post-listing services

The issues analysed and solved by Frost & Sullivan for clients

Cooperate with well-known foreign consulting platforms to provide news media publicity services for corporate events at home and abroad
Conduct professional market research and award prizes to outstanding customers
Work with forums, associations, and leading enterprises to write in-depth industry insight whitepapers
……

Market target size and development potential analysis
Analysis of the market competition landscape and operating environment of target markets
Strategic advice for customers entering the market
Customer strategic highlights and implementation steps
……

Market scale and potential analysis of the customer's location
Analysis of the market competition pattern and operating environment where the customer operates
Market share and competitive position of the customer's existing/potential business
Quantitative Support for Customer Competitive Advantages and Development Strategies
……

Formulation of Expansion/Growth Strategies and Paths
Target market potential assessment
Select potential cooperation targets based on the screening criteria
Due diligence for specific target businesses and industries
Analysis of Investment Returns and Profit Projections
Target valuation recommendation
……

Company positioning analysis
Target customer profile
Promotion strategy
pricing recommendations
Cost Structure Analysis
Cash flow forecasting
Provides updates for ESG reporting for annual reports of companies
……

No.1 Strategic Decision Support

Frost & Sullivan assists clients in strategic decision-making, helping them formulate investment strategies and directions, as well as screen market segments.

No.2 R&D Investment Stories

Frost & Sullivan assists clients in communicating with regulatory authorities and investors, supports the entire listing process, and renders investment narratives.

No.3 Due Diligence of M&A Targets

Frost & Sullivan assists clients in making investment decisions and helps them complete business and industry due diligence for potential mergers and acquisitions targets.

No.4 Operational Decision Support

Frost & Sullivan provides operational decision-making advice to clients through professional third-party market observation and expert opinions.

No.5 Financial Forecasting Analysis

Frost & Sullivan combines expert market judgment and an in-depth understanding of business logic to provide clients with business development and financial forecasting analysis.

Six Core Competencies of Frost & Sullivan's Financial Services Business Unit in Greater China

OUR 6 CORE ADVANTAGES

Relying on the global think tank resources of Frost & Sullivan and the cross-industry business development platform in Greater China, the Financial Services Business Unit of Frost & Sullivan Greater China has unique core strengths in investment and financing in the financial services industry and strategic development support services across various segments of the financial services industry:

Knowledge system of financial services industry based on years of project experience

Based on years of project experience in the financial services industry and long-term tracking of major market participants at home and abroad (including traditional financial institutions, third-party financial service providers, etc.), Frost & Sullivan has established a complete and comprehensive knowledge system of the financial services industry.

Good at analyzing various development opportunities in the financial services industry and market

Frost & Sullivan has been tracking the development trends of financial services markets in China and globally for a long time, and has a profound understanding of the mechanisms behind industry growth and the business expansion of individual companies. Combined with an effective database, Frost & Sullivan has the ability to dynamically identify various growth opportunities within the industry.

All-day round one-stop consulting service capabilities

The advisory team of Frost & Sullivan can provide clients with 24/7 services to help advance projects, responding quickly and providing professional answers to clients at any time and place.

Comprehensive financial services industry key performance indicator (KPI) database

Based on industry characteristics, Frost & Sullivan has established a series of effective databases of key financial services industry indicators. The database covers many important indicators referenced in the daily operations of the financial services industry. It helps clients formulate strategies accurately and provides feedback on market information at the front line.

Expert network covering all sub-sectors of the financial services industry

According to the characteristics of the financial services industry, Frost & Sullivan has established a widely distributed network of experts. The professional team has a rich background and extensive experience in the industry, capable of providing feedback on cutting-edge industry knowledge and competitive dynamics.

Mature capital market channels

Frost & Sullivan maintains close partnerships with many domestic and international financial investment and financing institutions, possessing rich experience in investment and financing projects. It can accurately identify and leverage clients' investment and financing advantages in the new energy sector of the capital market. In addition, Frost & Sullivan has always maintained good cooperative relationships with major global mainstream media, possessing abundant media resources to assist enterprises in enhancing their investment relations and public relations work.

In the future, Frost & Sullivan will continue to pay close attention to the development trends of the financial services industry. With its rich industry experience and objective data analysis and profound insights, it will fully explore, support, and highlight the competitive advantages of client companies, helping enterprises achieve value growth.