Financial services

Open Options’ proven process and proprietary analysis can be applied to complex, high-stakes issues / situations / decision-points involving multiple external stakeholders where there is asymmetric information and strategic interdependence; precisely what financial service providers require as they navigate digital disruption, regulatory intensity, margin pressure, platform competition, and shifting customer expectations.

• Enterprise Growth, Portfolio & Captial Strategy

• Strategic Alliances, Platforms & Ecosystem Partnerships

• Competitive Positioning & Market Strategy

• Regulatory, Risk & Government Affairs

• M&A, Consolidation & Competitive Bidding

• Transformation, Operations & Market Infrastructure

• Customer, Product & Payments Evolution

• Any other complex multistakeholder issue...

Select your area of strategic concern

• Long-range strategy and capital deployment
• Expansion into adjacent financial ecosystems
• Geographic growth and market entry sequencing
• New product development & innovation pipelines
• Vertical integration and platform strategy
• Selecting high-value growth opportunities

• Fintech partnerships and joint ventures
• Technology and infrastructure alliances
• Payment ecosystem participation
• Product licensing and white-label arrangements
• Data-sharing and embedded finance partnerships
• Clearing, custody, and network collaborations

• Pricing strategy and margin competition
• Responding to digital-native entrants
• Product differentiation in increasingly commoditized markets
• Portfolio architecture and bundling
• Strategy against dominant platforms or aggregators
• Optimizing market share vs. profitability
• Competingin rapidly evolving digital markets

• Navigating evolving financial regulations
• Engagement with central banks
• Protectionism and cross-border market barriers
• Political and commercial stakeholder interactions
• Litigation strategy and settlement dynamics
• Operational resilience and cyber preparedness

• Acquisition and takeover strategy
• Defensive positioning against consolidation
• Strategic asset purchases and carve-outs
• Spin-offs and business separations
• Implications of competitor mergers
• Vertical integration plays

• Next-generation distribution models & channels
• Trading venues, liquidity dynamics, and alternative markets
• Competitive demand/supply positioning
• Technology modernization and core platform decisions

• Evolution of pay methods and digital wallets
• Client ownership vs. platform intermediation
• Personalization driven by data and analytics
• Balancing customer power with profitability
• Trust,transparency, and brand positioning

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The best way to predict the future is to create it.

If your organization is facing a complex opportunity or challenge with a high degree of uncertainty and involving multiple external stakeholders, we can help to determine your Best Attainable Outcome and the path to reach it.