Participant Dashboard
Group Orion
Market Entry Plan and Digital Strategy for a Fintech
Client Scenario: A Singapore headquartered Fintech platform into wealth management is looking for Market Entry strategy for the GCC region. Current AUM is around $1 billion and investment funding of $10m is allocated for the new region.
Project Objective: Assess Market Entry and Digital Strategy for the GCC wealth management business. Analyze Industry, Consumer and Technology space with regional characteristics.
Domains Covered: Business Consulting (primary) + Digital Innovation (secondary)
Weekly Plan
Suggested weekly progress plan
Suggested Progress Plan
- Week 1: Learning + Allocation planning + Data sources
- Week 2: Product + Locations
- Product positioning and feature priorities
- Evaluate and select target locations
- Research industry landscape (market size, growth, segmentation)
- Competitive analysis (3-5 key competitors)
- Build basic financial model foundation (revenue, costs, AUM projections)
- Week 3: Industry Research + Financial Modeling
- Complete comprehensive industry analysis (regulatory landscape, market trends, growth drivers)
- Develop necessary financial model to help with decision making
- Create go-to-market strategy framework (phasing, partnerships, distribution channels)
- Build risk assessment matrix (regulatory, competitive, operational, market risks)
- Draft executive summary highlighting key findings and recommendations
- Week 4: Documentation + Presentation
Further suggestions will be added on a weekly basis
Resources
Suggested reference material
Reference Resource List
- https://www.ey.com/en_jo/insights/wealth-asset-management/how-wealth-managers-can-thrive-in-the-gcc-s-rapidly-evolving-market
- To be provided on an ongoing basis