Revolutionizing Solutions: How SGA Equipped a UK-based Client in Expanding its Financial Research Product Offerings

SGA STRATEGIC APPROACH

• SGA’s Technology Research team created a research plan to develop a tracker product with secondary research as the base.​
• SGA team conducted exhaustive secondary research to identify and compile a comprehensive list of vendors/suppliers in the banking technology market.​
• SGA team created a detailed two-tier taxonomy for a tracker product, derived from the technologies and their applications in the banking technology sector. Additionally, the team composed the structure of the tracker with data points, including client name, vendor, description, software deployment, and geographical scope of the deal.​
• The client team was presented with the product structure and sample cases by the SGA team. The client was impressed with the overall product structure and decided to integrate it into a monthly delivery timeline.​
• Tableau dashboards were suggested by the SGA team as a means of improving the product and presenting data more effectively. The tableau proposal was promptly approved by the client.​
• For further enhancement, the SGA data team proposed a short writeup on a specific deal and an annual analysis report of the tracker data.​

ENGAGEMENT

SGA designed a data template and developed methodologies, which were shared with the stakeholders for approval. The team structured the entire data collection process, including template design, data capture, and reporting. Initial samples and the overall project plan were reviewed and approved by stakeholders before the launch.​

BENEFITS & OUTCOME

Enhanced the client’s research offerings by introducing a new tracker product, which complements its current offerings in the financial services sector.​

KEY TAKEAWAYS

SGA’s competence in technology research and the team’s ability to plan out a well-research methodology proved crucial in meeting the client’s requirement to expand its financial research product offerings.​