China Financial Services Consulting

YCP offers tailored consulting services to navigate China's financial services market, leveraging global expertise for local success.

YCP Solidiance Financial Services Experts in China

In China, the Financial Services industry is rapidly evolving, meeting the demand for innovative solutions.

YCP stands at the forefront, offering unparalleled consulting firm expertise to navigate market barriers in China with global professionals lending their insight.

As a trusted partner, YCP is committed to shaping the future of Financial Services in China, ensuring our clients lead in innovation and growth.

YCP in Numbers

Projects across Asia

Offices

Portfolio Businesses

Professionals

Unlocking Potential: Your Path to Excellence with
China's Financial Services Professionals

Fintech

In China's Fintech sector, we optimize digital finance strategies, enhancing client engagement and regulatory compliance.

Banking

Expertise in navigating China's unique banking protocols, aiding in expansion and compliance.

Insurance

At YCP, we navigate the complex Chinese insurance market, leveraging our deep knowledge to offer strategic consulting for growth and compliance.

Our Services

Marketing & Sales

Elevate your marketing & sales in China with YCP's expert consulting services

Branding & Brand Management
Product & Portfolio Management
Pricing
Digital Marketing
E-commerce
Customer Experience
Sales Channel Strategy
Digital Sales

Operations

Streamlining operations for China's finance sector with tailored consulting.

Project Management Office (PMO)
Growth Strategy Implementation
Operation Transformation
Manufacturing
Organization Design

Supply Chain Management

Optimize your supply chain in China with YCP's tailored management solutions.

Supply Chain
Digital Supply Chain
Procurement
Logistics

M&A, Transactions, and PMI

Guiding seamless M&A, transactions, and PMI in China's dynamic market landscape.

M&A Strategy
Divesstiture/Curb-out Strategy
M&A Target Scouting
Buyer/Investor Search
Commercial Due Diligence
M&A Execution (Buy-side & Sell-side Financial Advisory)
Valuation
Post-Merger Integration (PMI)
Value Creation
IPO PMO
Joint Venture
Corporate Venture Capital

Strategy

Elevate your strategy in China's financial sector with YCP's expertise.

Business Strategy
Corporate Finance
Growth Opportunity Identification
New Business Development
Organization Strategy
Enterprise Risk Management
Asset/Project Risk Management
Digital Strategy
Strategic Partnership & Channel Strategy

Digital Transformation

Guiding China's finance sector through strategic digital transformation.

DX Vision
Digital Roadmap
CIO/CDO Support
System Architecture Design
DX PMO
Artificial Intelligence (AI)
Robotic Process Automation (RPA)
Big Data Analysis
IT Organization Design & Restructuring
IT Portfolio Management
Off-shore Development Centre Set-up

Public Services

Elevate your Public Services with YCP's specialized consulting in China.

Economic Development
Public Policy Development
E-Governance

Sustainability

Empowering your sustainability journey in China's dynamic market.

Sustainability Strategy & Implementation
Double Materiality
Decarbonization & Net-Zero Strategy
Climate Change Risks and Opportunities
Sustainability Due Diligence
Supply Chain Assessment
ESG Reporting
Investor Relations & Fundraising
Organization & Governance Design

Market Research

Harnessing data to guide financial strategies in China's dynamic markets.

Market Landscape
Market Size
Industry Structure and Trend
Competitive Benchmark
Business Partner Search & Screening
B2B/B2C Customer Survey
B2B Customer Survey
Consumer Research

Navigating Financial Services Sector in China

Rising Regulatory Compliance Costs in Financial Services

Regulatory compliance costs are projected to reach $30 billion by 2025, making it essential for firms to invest in technology to manage and adhere to new regulations.
Financial services firms in China must strategize to automate compliance processes while investing in training professionals to stay updated with regulatory changes.

Cybersecurity Threats Across Financial Platforms

With over 54% of financial transactions now taking place online, cybersecurity threats are rising, posing risks to consumer trust and business stability.
To counteract cybersecurity risks, firms should enhance their digital infrastructure and employ advanced encryption to secure customer data amidst a growing digital economy.

Expanding Consumer Markets in Rural Areas

By 2030, China's rural population is estimated to reach over 500 million, signaling vast opportunities for expanding financial products that target this demographic.
Targeted microfinance solutions and mobile-based banking can help financial service firms tap into this expanding rural market, driving substantial growth in transaction volume.

Integration of AI and Blockchain in Financial Services

Investments in AI and blockchain are expected to grow 25% annually through 2030, providing a catalyst for innovation in financial products and services in China.
Adopting AI-driven analytics and blockchain technology can streamline operations, enhance security, and offer personalized services, boosting long-term competitiveness in the market.

Our Clients

We have worked with more than 2000 companies throughout various industries.

What Our Clients Say About Us

"YCP Solidiance has been our partner since the initial strategic planning stage of our China business. They have helped us identify market opportunities, establish our local team and have effectively incubated our ongoing operation. I have the utmost confidence in both their capabilities and integrity."

Chief Executive Officer

Assurance

"We are pleased to recommend the management services of YCP Solidiance, who led us in the planning, set-up and operational start of our China manufacturing facility. Their team was dedicated, innovative at problem solving and creative in their support. Without leadership, we would have never been able to navigate the complex environment in a timely fashion so as to meet our customer requirements."

General Manager

Vari-Form

Results Through Expertise: Case Studies

Learn how we help clients build and implement strategies
that drive sustainable growth in today’s complex business landscape.

IP Management Analysis and Strategic Decision Support for a Global Technology Leader

Client

A global leader in technology solutions

Area

Greater China

Expertise Scope

IP Management Analysis, Data Insights Extraction, Strategy Recommendations

Project Summary

Our approach included analyzing IP management indicators, organizing technology and business-related information, and extracting insights to support business decision-making. We tracked IP and business information, analyzed both quantitative and qualitative data, and provided recommendations for revising the IP strategy.

Operational Expansion Support for Assurance

Client

A financial services company

Area

Greater China

Expertise Scope

Market Entry and Expansion Strategy, Operational Transition and Localization Support

Project Summary

We supported Assurance in expanding its operations in China through a comprehensive range of services. This included hosting employees in Shanghai, overseeing the Qingdao initiative, advising on partner selection and deal structuring, and addressing specific challenges related to Assurance’s growth in the Chinese market. Additionally, we assisted in planning and implementing strategies to transition activities from the U.S. to China, facilitating a smooth operational shift.