Greater China Financial Services Consulting

YCP offers expert consulting service for firms looking to navigate the Greater China financial services market with a global perspective.

YCP Solidiance Financial Services Experts in Greater China

In Greater China, the Financial Services industry faces rapid digital transformation and regulatory shifts.

YCP leverages deep industry expertise and global insights to navigate these challenges, offering tailored consulting services to drive growth and innovation.

As a trusted partner, YCP is dedicated to empowering clients in the Financial Services sector, ensuring sustainable success in Greater China's dynamic market.

YCP in Numbers

Projects across Asia

Offices

Portfolio Businesses

Professionals

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

Fintech

Expertise in bridging fintech innovations with Greater China's market, maximizing financial tech growth.

Banking

Specializing in banking in Greater China, we offer strategic advice for navigating complex financial landscapes and regulatory environments.

Insurance

Expertly navigating Greater China's complex insurance sector, YCP offers tailored advice to optimize clients' market strategies.

Our Services

Marketing & Sales

YCP harmonizes marketing & sales strategies to boost financial growth in Greater China.

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

Operations

Streamlining operations for financial firms in Greater China with unmatched expertise.

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

Supply Chain Management

Elevate your Supply Chain in Greater China with YCP's expert consulting services.

Supply Chain
Digital Supply Chain
Procurement
Logistics

M&A, Transactions, and PMI

Maximize your M&A and PMI outcomes in Greater China with YCP's expert guidance.

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

Strategic guidance for financial firms in Greater China, bolstering market positioning.

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

Leading digital transformation in Greater China's financial services sector.

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

YCP brings unmatched expertise to enhance Public Services in Greater China's financial sector.

Economic Development
Public Policy Development
E-Governance

Sustainability

Empowering businesses in Greater China with cutting-edge sustainability strategies.

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

Guiding financial entities in Greater China through in-depth market research insights.

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 Greater China

Regulatory Complexities

The financial services sector in Greater China is highly regulated, with over 50 different regulatory policies affecting businesses.
Companies must adapt by investing in compliance technologies to navigate regulatory complexities efficiently and capture market opportunities.

Technological Disparities and Integration

Firms across Greater China face significant challenges integrating new technologies due to exacting local variations, creating constraints for about 40% of financial service providers.
Adaptation of flexible, but customized solutions, is required to overcome technological integration barriers and align operational efficiencies competitively.

Booming Financial Technology Sector

Greater China leads in fintech innovation, holding a major percentage of the world’s top fintech companies and projecting growth by 20% annually.
Businesses should invest in R&D for financial technologies to leverage the expanding fintech landscape and engage a digitally-inclined customer base.

Cross-border Financial Services Growth

Cross-border financial services in Greater China show substantial growth, with an annual increase in trade value by around 15%.
Companies should capitalize on enhanced trade policies and modern financing options to deepen operational functionalities and regional market penetration.

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.