Industries > BFSI

Banking, Financial Services, and Insurance

Insightful relevant research combined with sophisticated technology solutions to help drive value-accretive decisions and run efficient processes

Blogs | How is Artificial Intelligence Shaping the Future of the BFSI Sector?

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Clients we serve

We partner with institutional asset managers, hedge funds, single/multi-family offices, independent money managers, and fund houses.

Insights Services
  • Idea screening and generation across sectors and markets
  • Investment opportunity identification using trend analysis and diligent monitoring
  • Deep-dive financial modeling
  • Company/sector notes for investment committee presentations
  • Fund factsheets and fund benchmarking
  • Compliance support and performance analysis
Data Analytics Services
  • Social media monitoring and analysis by leveraging NLP and ML to identify top-down trends, perform e-channel checks, etc.
  • Automated monitoring of companies, regions, and sectors to identify key developments
  • Investment performance monitoring and dashboarding tools
  • Building, deployment, and maintenance of ML models to support/reject analyst hypothesis and forecast quarterly performance
  • Gather relevant data and intelligence from news articles, company/sector reports, and call transcripts using AI models

We partner with Full-service banks, regional banks, cantonal banks, NBFCs, and business and product strategy teams.

Insights Services
  • Public/private company profiling, and financial spreading
  • Management profiling and compensation analysis
  • Counterparty credit risk, repayment ability, and covenant compliance analysis
  • Credit rating score models–creation and maintenance
  • Compliance and governance support
  • Competitive benchmarking and other bespoke research support to strategy teams
  • Feasibility analysis of prospective business opportunities and new product/ service launches
  • Total addressable market size estimation and new market identification
  • Regulation analysis and monitoring for banking sectors across markets
  • Competitive benchmarking analysis for businesses and products through balanced scorecards and cross-category benchmarking
  • Measurement of technology readiness of banks and identification of barriers to digital growth
  • Assessment of customer experience, and tracking of satisfaction levels, loyalty, and behavior patterns
  • Multilingual support across 16 languages, including Japanese, Mandarin, Korean, German, Spanish, French, and Arabic.
Data Analytics Services
  • Customer analytics services for creating products and improving customer experience (retention, cross-sell/up-sell)
  • Intelligent automation of specific operations, e.g., matching corporate clients to invoices in the accounts receivable software
  • Efficient monitoring of regulatory compliance and reporting
  • Conceptualizing and implementing operational performance reporting and monitoring systems
  • Data-driven client prospecting and marketing for measuring and improving sales and marketing initiatives
  • Identifying and developing applications for RPA across functions driving efficiency and cost gains, improved quality, precision and CX, error and risk reduction, etc.
  • Workflow management tools

We partner with financial information providers, sector intelligence platforms, and ESG and sustainability data providers.

Insights Services
  • Data aggregation services, including data/document sourcing, manual/auto-data ingestion, validation, and insights generation
  • Data quality management services covering issue management, data cleansing, and data remediation
  • Client onboarding and platform reconciliation (data mapping and data integration)
  • Data operating model design, and creation of frameworks for data management and other consulting services
  • Support creation of various analytical and custom reports
  • Identification and implementation of automation opportunities to increase efficiency
Data Analytics Services
  • Multi-pipeline architecture to onboard new data sources
  • Rapid update of existing algorithms without disrupting in-use data sets
  • Secondary data capture processes using artificial intelligence, natural language processing, and big data engineering

We partner with investment banks, ECM/DCM teams, independent brokers, institutional sell-side houses, and independent research providers.

Insights Services
  • End-to-end support in the deal cycle from origination to execution
  • Deal collateral preparation, such as target profiles, pitch books, investment memorandums, and financial models
  • Dataroom and CRM management, due diligence support, and preparation of draft termsheets
  • Deal activity tracking across sectors and regions through newsletters and activity monitoring reports
  • Dedicated fundamental research support to brokerage teams across asset classes
  • Creation of initiation reports, quarterly earnings notes, sector compendiums, newsletters, marketing presentations, etc.
  • IPO analysis and support, and new issuance research and analysis
  • Technical analysis support and idea generation for trading desks
Data Analytics Services
  • Automated news filtering and content population for earnings
  • Automated model creation and update with auto roll-over
  • Social media monitoring for competition tracking
  • Automated information collection to aggregate data and filter relevant information using text classification algorithms
  • Refining trading strategies by aggregating and curating data from disparate sources and generating meaningful signals for sentiment analysis
  • A 360-degree customer view through a data-driven client management lifecycle
  • Deploying analytics for customer segmentation and analyst activity to predict client behavior

We support large, boutique, and sector-focused private equity firms, venture capitalists, angel investors, private companies, and start-ups

Insights Services
  • Support teams across deal sourcing, target evaluation, investment review, value enhancement and investment exit
  • Rigorous industry/company screening process to identify investment targets
  • Analyzing investment targets across various sectors by studying industry drivers, preparing financial forecasting and due diligence
  • Valuation and analysis support through financial forecasting and IRC409A valuation
  • Managing data rooms, and preparing relevant marketing collaterals
  • Portfolio monitoring through performance benchmarking, industry tracking, performance dashboards, valuation mark-up analysis, etc.
  • Optimizing the exit strategy using valuation analysis, and potential buyer screening
Data Analytics Services
  • Assimilate data from portfolio companies in a centralized hub and generate cross-portfolio insights
  • Provide technology and analytics support for trade selection or ‘origination’
  • Build analytics systems to generate differentiated insights, endorse/ challenge investment arguments and refine investment allocation decisions
  • Deploy machine learning and AI models for due diligence, data sourcing, support startups for raising capital, explore markets, uncover trends, create market maps, and gather market intelligence

We partner with independent credit rating houses, ESG rating houses, and global exchanges across asset classes such as equity, bonds, commodities, etc.

Insights Services
  • Multi-domain support across asset classes, risks, regulation, rates, and macroeconomics through our cross-functional expertise
  • Research products such as newsletters, event summaries, market updates, etc.
  • Building and maintaining rating models using the client's proprietary methodology
  • Multilingual support across 16 languages, including Japanese, Mandarin, Korean, German, Spanish, French, and Arabic
Data Analytics Services
  • Structuring and management of data on pricing, volumes, index constituents and rebasing, etc.
  • Dedicated technology teams to help clients realize value through automation, including data factualization, extraction, analytics, and visualization

We partner with advisory teams, discretionary teams, investment strategy teams, and independent wealth managers

Insights Services
  • Building and maintaining large coverage universes across industries, sovereigns, and rating categories
  • Investment idea generation and validation following client's investment philosophy
  • Specialized research inputs on ESG (sustainability research) to mirror in-house mandates
  • Multilingual research output such as company notes, fund factsheets, strategy notes, etc.
  • Hybrid, scalable engagement models with quick coverage ramp-up/ramp-down
Data Analytics Services
  • Automation solutions for efficient process and error-free output
  • Technology-driven, highly secure mechanism for hassle-free and safe research delivery
  • CRO/RM performance tracking and monitoring, and investment performance dashboarding
  • Investment idea generation using sophisticated predictive analytics
  • Harvesting and analyzing data to generate fresh insights into prospect profiles, client acquisition, client retention, and sales
  • Personalize investment communication to ensure dissemination of relevant and interesting content that reflects end-user preferences

How we drive results

Cutting-edge infrastructure

Able and secure pipelines for identifying, collecting, moving, analyzing, and communicating data

Industry leader

Partner of choice for leading global private banks

Speed

Automation-driven solutions to ensure a quick turnaround and ready-to-send outcomes

Scalable

Highly customized, scalable, and flexible solutions to cover large investment universes

We combine our sector-guided research with analytics capabilities to generate sharper insights for clients

Insights

SG Analytics_Investment Insigts_Whitepaper_China Real Estate

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China Real Estate - In Desperate Need of More Policy...

China’s real estate sector has been significantly impacted by the introduction of the three red lines policy, eventually leading to a liquidity crunch...

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Whitepapers

The Super Cycle in European Defence Spending

Regardless of its errors in judgment, political blunders, and glaring lack of soft power, Russia will only be able to win in Ukraine if it has a military...

SG Analytics Whitepaper China Real Estate 3

Whitepapers

China Real Estate Signs of Moderation in Free Fall

Since the announcement of China's three red lines policy in August 2020, the real estate sector has been heavily impacted by it, eventually leading to a...

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CASE STUDIES

Solutions Tailored to Client Specifications: SG Analytics Explore Investible Targets Opportunities in Commercial FLS Systems

Delivering Holistic Investment Support: SG Analytics Identifies Investment Theme Creation and Target Opportunities in Healthcare

An Efficient Approach to Fostering Growth: SG Analytics Optimized Portfolio Monitoring Across Key Investments Sector

End-to-end Workflow Optimization: SG Analytics Empowers the Exploration of Favorable Market Conditions to Approach Potential Investors
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Insightful, relevant research combined with sophisticated technology solutions to help drive value-accretive decisions and run efficient processes.