Enabling growth in Financial Services and Insurance
Helping financial institutions and insurers manage risk, drive innovation, and deliver trusted client experiences.
Trusted by leading global consultancies and Fortune 500 companies
The Key Challenges Of The Financial Services And Insurance Sector
Regulatory Complexity
Navigating an evolving landscape of compliance requirements across multiple jurisdictions, from anti-money laundering to data privacy regulations.
Digital Disruption
Competing with fintech innovators and neobanks while modernizing legacy systems and adopting new technologies like AI and blockchain.
Risk Management
Managing credit risk, market volatility, cybersecurity threats, and operational risks in an increasingly interconnected global financial system.
Customer Expectations
Meeting rising demands for personalized services, seamless digital experiences, and transparent pricing across all customer touchpoints.
Data Management
Integrating siloed data sources, ensuring data quality, and leveraging advanced analytics to extract actionable insights for decision-making.
Our Comprehensive Support Solutions
Seamlessly extend your team's capabilities with our specialized Human-AI synergy solutions designed for consulting environments.
Business Research
Navigate compliance complexities, track competitor strategies, and identify emerging fintech opportunities with sector-specific research.
✔ Regulatory compliance monitoring (Basel III, IFRS 17, MiFID II)
✔ Fintech disruption tracking
✔ Competitor product and pricing analysis
✔ Market entry and expansion research
Predictive Analytics
Build sophisticated predictive models for credit risk, customer lifetime value, churn prevention, and fraud detection tailored to financial services.
✔ Credit risk scoring and default prediction
✔ Customer lifetime value (CLV) modeling
✔ Churn prediction and retention optimization
✔ Fraud detection and anti-money laundering (AML) models
Data Analytics
Analyze portfolio performance, stress-test scenarios, and optimize asset allocation with advanced analytics frameworks.
✔ Portfolio performance analysis
✔ Stress testing and scenario modeling
✔ Asset allocation optimization
✔ Liquidity and capital adequacy analysis
Process Automation
Automate regulatory reporting, KYC/AML workflows, and reconciliation processes to reduce operational costs and errors.
✔ Automated regulatory reporting
✔ KYC/AML workflow automation
✔ Reconciliation and data validation
✔ Real-time compliance monitoring
Design and Visualization
Create compelling investor presentations, ESG disclosures, annual reports, and regulatory filings with data-driven storytelling.
✔ ESG and sustainability reports
✔ Investor presentations and pitch decks
✔ Annual financial reports
✔ Interactive performance dashboards
Our Subscriptions
Premium Data Sources
Gain access to 50+ premium databases and proprietary data sources, instantly available for your projects.
How We Engage With Financial Services And Insurance Companies
Choose the partnership approach that best fits your project timeline, budget, and strategic objectives.
AI and Data Advisory
Our advisory engagement model helps you diagnose gaps, prioritize use cases, test tools, and build governance frameworks ensuring AI delivers measurable business impact.
Project
Targeted research, analytics, or design assignments with clear deliverables and timelines.
Brainshoring™
Dedicated Infomineo teams embedded into your workflows, offering scalable capacity and sector expertise.
Transforming Financial Intelligence with AI-Powered Insights
Navigate complex regulatory landscapes, enhance risk management, and accelerate digital transformation with specialized insights for banking, insurance, and wealth management.
Advanced Risk Analytics
Real-time credit risk assessment, portfolio analysis, and predictive modeling to support informed lending and investment decisions.
Regulatory Intelligence
Stay ahead of evolving compliance requirements, from Basel III to IFRS 17, with continuous monitoring and impact analysis.
Market Intelligence
Track competitor strategies, product innovations, pricing dynamics, and emerging fintech disruptors across global markets.
Customer Intelligence
Deep analysis of customer behavior, segmentation strategies, and personalization opportunities to enhance retention and lifetime value.
ESG and Sustainable Finance
Comprehensive ESG data collection, impact assessment, and reporting frameworks to support sustainable investment strategies.
Digital Transformation
Accelerate adoption of AI, blockchain, and cloud technologies while ensuring security, scalability, and regulatory compliance.
350+
Expert Profiles
Researchers, Analysts, Designers and Writers
60%
Faster Output
Through our LLM-agnostic B.R.A.I.N.™ platform and proprietary prompt library
500K+
Client Requests
Successfully addressed
80%
More Cost Effective
Than traditional solutions
Clients Story
Real-World Success With
Human-AI Expert Approach
Developing a CEO AI Playbook for Strategic Adoption
Needed to guide portfolio company CEOs in understanding the AI landscape and adopting AI strategically.
Built a strategic AI adoption playbook using insights from 14 industries and 20+ case studies, structured for executives in non-technical language.
Delivered a comprehensive report and Excel frameworks with use cases and best practices, aligning with the client’s broader digital transformation strategy.
Client Quote
“Thank you, team. This looks great to me, can’t think of anything to improve”
Private Equity value creation & Ex-Strategy Consultant
Get in Touch
Do your growth plans need reliable insights, quicker time-to-market, or affordable solutions?
Our unique Human-AI synergy can help you tackle your business challenges, in a way that is better, faster and more cost effective than any traditional approach.
