IBSi's Advisory Offerings

Providing research and advisory services to help make smarter decisions. For 30+ years

IBSi's Advisory Offerings

Unrivalled proprietary frameworks, tools, and thought leadership across Financial Technology

IBSi's Advisory Offerings

From Corporate Finance to Corporate Strategy – IBSi advisory offerings have you covered

For over 30 years, IBSi’s leaders and analysts have provided global banks, Financial Technology companies, consulting firms, and institutional investors with research and advisory support in helping make smarter decisions. Our advisory offerings are deep and wide, catering to most aspects of our clients’ corporate strategy agendas - executed by seasoned experts with 30+ years of cumulative hands-on experience in the global Financial Services and technology world. All of this is further strengthened by our proprietary frameworks, tools, and thought leadership that come together between IBSi and its group company, Cedar, a 35-year-old global strategy consulting firm focused on the Financial Services landscape.

New Markets

IBSi’s global networks and execution capabilities are strong. We’re often the shoulders clients lean on when deciding which new markets to enter, how to enter them efficiently, and what to do next. During such engagements, our teams will often identify other IBSi colleagues who are local and on-the-ground in the new market, to make sure we’ve got all the depth we need. ... Learn More

Market Strategy and Opportunity Assessment
Partner Search and Identification
Analyst Block Hours

Due Diligence

Our super-specialist approach to Financial Technology research is well-known. Be it a shortlist of very specific technology-related questions that we can turn around for you in 72 hours, or a broader in-depth industry analysis over 10 weeks, our teams are well equipped to help with your due diligence needs globally. Our track record in this area is strong, via work done for global PE/VC funds, strategic investors, technology giants, among others. ... Learn More

Due Diligence Support
FinTech Intelligence
Analyst Block Hours

Growth Strategy

Our in-depth research portfolio and technology knowledge equips us well when it comes to foreseeing trends and advising clients on growth. This is supported by our proprietary frameworks, indexes, tools, and scorecards, that are built through our three decades of experience in the global Financial Technology industry. ... Learn More

Product Review and Roadmap
Price Benchmarking Assessment
Business Strategy Development using the Balanced Scorecard
Portfolio Company Growth
Digital Diagnostic and Future Strategy

Investment Banking & Deal Advisory

IBSi’s financial advisory practice is the brainchild of our three major and most unique strengths – our super-specialist Financial Technology focus, our in-depth knowledge on global banking and Financial Technology, and last but not least, our 30+ years of legacy and deep global relationships in the Financial Services and technology world.

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IBSi FinTech Journal

  • Most trusted FinTech journal since 1991
  • Digital monthly issue
  • 60+ pages of research, analysis, interviews, opinions, and rankings
  • Global coverage
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Find out how IBSi's advisory offerings have helped clients