Market Screening | Market opportunity assessment for an online bank

Client Needs & Objectives

In the context of its online strategy, our client wanted to look into the possibility of setting up a discretionary portfolio management offer for its online brokerage and the introduction of an assurance-vie offer. Our study focused on turning these possibilities into opportunities.

The main objectives were as follows:

  • An analysis the French market, both traditional and online players, to report and identify trends, issues and opportunities for the client
  • Understanding customers’ online behaviours, needs and goals
  • Definition of the offer and its underlying business plan

Our Approach

Market analysis:

  • Main trends of the French Asset Management market (online + traditional offers)
  • Benchmark of competition offer, fees, customer experience

Assessment of the opportunity:

  • Client target: mass affluent investors with little financial knowledge
  • Client’s positioning in terms of offering
  • Business plan

Explore potential partnerships with insurers for assurance vie contracts

Project guidance: steering committee every two weeks

Client Benefits & Main Results

Better comprehension of the French Asset Management market

Improved understanding of key players, offers and trends

New opportunities identified on the French market

- Business opportunities on the asset management market

- Identification of insurers for potential partnerships

- Identification of optimization axis for the existing robot-advisor of our client for French discretionary market

Optimized decision-making process as for the development of a new offer