Strategy

Successful firms make decisions based on hard data, not best guesses. Lab49’s strategists use a structured, collaborative approach that poses the right questions and uncovers real answers, resulting in a specific plan of action for improving business performance.

Market Dynamics

Financial services firms need an informed market outlook to guide critical business decisions. Lab49 delivers market insights to clients by examining paths to market entry, determining the implications of regulatory changes, and evaluating trends and emerging technologies.


For example, Lab49's strategy group helped a global investment bank understand the major trends in FX execution volumes and the impact of those trends on the bank's current service offering. We recommended changes in client and product mix to accelerate growth, and developed a roadmap for roll out of new services and products.

Competitive Positioning

A well differentiated competitive position underlies strong market share, healthy profits, and future growth potential. Through a deep assessment of sources and sustainability of competitive positions as well as profitability analysis, Lab49 helps clients identify new market opportunities and develop smart implementation strategies.


In a recent engagement, we helped a global investment bank identify major trends in prime brokerage and recommended new business focus based on the attractiveness of each customer segment.

Customer Value

Understanding customers and their needs is critical to business success. Lab49 helps clients maximize customer value by analyzing loyalty, pricing strategies, segmentation, and share of wallet.


Recently, we helped a global trading business identify key issues with their sales workflow and recommended practical changes to their organizational structure. Additionally, we assessed the customer's perception of the bank's service offering across key criteria and performed a competitive benchmarking survey on those criteria.

Internal Capabilities

The strength of an organization is driven in part by its core competencies. Lab49 helps clients identify capability gaps and plan for improvements, whether the focus is on cost optimization, organizational design, product/service innovation, or IT transformation.


Recently, we worked with a large financial services institution to recommend a new organizational structure. This included a redefinition of roles, responsibilities, and incentives and the development of a communication architecture to enhance the organization's ability to react to market changes. We then helped the client develop an appropriate governance and control structure to manage the transition and the on going execution of our recommendations.

Strategy Articles

How the OTC Derivatives War will be Lost and Won

The OTC derivatives market is entering a new era…

Private Wealth Management White Paper: Opportunities for Growth Using Technology

In order to remain profitable and competitive, the private…

Surveying the Regulatory Horizon

Kenan Maciel surveys the possible regulatory outcomes for FX…

Strategy Case Studies

Investment Funding Allocation

Lab49 helps a client figure out how to allocate…

eCommerce

The goal of this project was to ascertain whether…

Organizational Redesign at Finance Co.

Finance Co. is a large financial institution whose model…

Our strategists have deep industry knowledge and the skill and independence to guide our clients objectively no matter how steep the challenge.
Fred Mantha Fred Strategy, New York