Philippines Financial Services Consulting

YCP offers expert consulting services for the Financial Services industry in the Philippines, helping businesses navigate and expand with global insights.

Philippines Financial Services Consulting

YCP Solidiance Financial Services Experts in Philippines

Financial Services experts in Philippines

The Philippines' financial services sector is rapidly evolving, marked by digital transformation and regulatory changes.

YCP offers bespoke consulting solutions leveraging global expertise to navigate the challenges in the Philippines' financial services.

As a trusted partner, YCP stands at the forefront of industry innovation, driving growth and success for our clients in the financial sector.

YCP in Numbers

YCP Holdings
Projects across Asia
Offices
Portfolio Businesses
Professionals

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

Fintech

Fintech

Focusing on Fintech in the Philippines, we aid in navigating dynamic digital finance landscapes, optimizing operations and boosting growth.

Banking

Banking

In the Philippines, we tailor banking strategies, enhancing operations & compliance in a dynamic market.

Insurance

Insurance

Expertise in the Philippines' insurance sector, aiding clients navigate regulatory landscapes and market dynamics for growth.

Our Services

Marketing & Sales

Elevating Marketing & Sales success in the Philippines' financial sector.

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

Operations

Optimizing operations in the Philippines' financial sector with strategic insights.

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

Supply Chain Management

YCP strengthens supply chains in the Philippines with expert insights and strategies.

  • Supply Chain
  • Digital Supply Chain
  • Procurement
  • Logistics

M&A, Transactions, and PMI

Elevate your M&A, Transactions, and PMI success in the Philippines with YCP expertise.

  • 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

Empower your financial services in the Philippines through adept strategic planning with YCP.

  • 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

Navigating the Philippine financial landscape with bespoke digital solutions

  • 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 in the Philippines with YCP's expertise.

  • Economic Development
  • Public Policy Development
  • E-Governance

Sustainability

Guiding Philippine firms in sustainable finance with strategic, eco-conscious solutions.

  • 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

Expertise in Philippine market trends for data-driven financial consulting.

  • 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 Philippines

Regulatory Landscape Complexity Engulfs Industry

  • The regulatory landscape in the financial services of the Philippines is continuously evolving, with over 70 distinct regulations enacted since 2019, creating complexities for compliance.
  • Navigating this landscape requires streamlined processes. Firms should invest in compliance technologies and expert consulting to strategically tackle these layers of regulation effectively.

Access to Inclusive Financing Still Challenged

  • 43% of the Philippines' population still remains unbanked, meaning there are significant obstacles to accessing inclusive, holistic financial products.
  • There is immense potential to employ expanding digital banking solutions to reach these unbanked individuals, promoting financial inclusion and widening market reach.

Emergence of Fintech Spurs Growth Opportunities

  • The fintech sector in the Philippines is poised for rapid growth, with a year-on-year expansion rate of nearly 20%, driven by innovative start-ups and rising consumer adoption.
  • In seizing fintech opportunities, incorporating scalable digital solutions can transform the landscape, driving comprehensive access to financial services for broader consumer bases.

Digital Banking Propels Market Accessibility

  • Digital bank branches have increased by 150% recently, making financial services more accessible nationwide versus traditional brick-and-mortar branches.
  • Embracing digital banking solutions allows businesses to broaden reach, offering extensive and cost-effective financial service options aligned with modern user needs.

Our Clients

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

What Our Clients Say About Us

"The engagement conducted by YCP Solidiance was comprehensive and was very helpful for Shell to take immediate strategic decisions and actions in our market; their work allowed Shell to see the unseen, especially with regards to the competitor assessment and detailed customer issues. The YCP Solidiance team has always been professional to work with, and I've appreciated how they accommodate client requests and enthusiastically took on the challenges we gave them. Overall, I am very happy with the services provided by YCP Solidiance, they managed to get very insightful and unbiased recommendations for our business."

Shell

Marketing Implementer for Indonesia, Singapore & Vietnam

Shell

"During the course of 2009 and 2010, YCP Solidiance carried out extensive research on roofing materials market for Monier (previously Lafarge Roofing) in Asia. The experience and expertise of YCP Solidiance in building materials markets in Asia and the strong analytical skills of their consultants resulted in high-quality output for their various assignments, driven by in-depth field investigations. The findings and recommendations provided by YCP Solidiance have proved extremely valuable for Monier to identify and assess growth opportunities in the region, and to support Monier’s strategic approach and planning in the region. I am therefore happy to recommend YCP Solidiance as a valuable partner to any company interested in their research and consulting capabilities."

Monier Roofing

Managing Director Thailand and Indonesia

Monier Roofing (Previously Lafarge)

Results Through Expertise: Case Studies

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

IT System Development Support for Accounting Workflow Management

Client

An advisory and accounting firm in Japan

Area

Asia, Southeast Asia, Japan

Expertise Scope

System Development, Contract Management, UI/UX Design

Project Summary

Our team developed a robust system on DingTalk, featuring modules for contract/vendor management, settlement requests, debt collection, financial reporting, and purchase requests. The system, supporting both Chinese and Japanese, was web-based, mobile-friendly, and hosted on Alibaba Cloud for up to 50 users. We managed the full development process, including specification finalization, mockups, frontend and backend development, testing, bug fixing, UI/UX improvements, and acceptance testing, ensuring seamless integration and functionality.

Payroll Market Assessment

Client

A finance company operating across Southeast Asia

Area

Southeast Asia

Expertise Scope

Market Assessment, Customer Segmentation Analysis, Competitive Landscape Evaluation

Project Summary

Our team utilized a comprehensive methodology for assessing the payroll services market, analyzing its size, growth, and trends. We examined customer segmentation, behavior, and preferences, and performed a competitive landscape analysis to benchmark service offerings. Through primary and secondary research, including stakeholder interviews, we provided a holistic view of market dynamics, enabling the client to identify growth opportunities and refine their payroll service strategies to meet customer needs effectively.

YCP in Media

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YCP Solidiance's Managing Partner Damien Duhamel talks on BBC on the Indonesian mining industry.

YCP Solidiance's Managing Partner Damien Duhamel talks on BBC on the Indonesian mining industry.

YCP Solidiance’s Partner Gervasius Samosir speaks to CNBC about the economy outlook after Indonesia’s presidential election.

YCP Solidiance’s Partner Gervasius Samosir speaks to CNBC about the economy outlook after Indonesia’s presidential election.

Tagged as Asia’s Game Changer, YCP Holdings wins the Management Consulting award in SBR National Business Awards.

Tagged as Asia’s Game Changer, YCP Holdings wins the Management Consulting award in SBR National Business Awards.

Publications

Food Resilience through Sustainable Hydroponic Agribusiness in the Philippines
The Next Level_ The Rise of Esports in the Philippines
Digitalization in the Philippine Logistics Industry
The Digitization of the Philippine Wallet_ E-Money’s Emergence in the Philippines

Meet Our Experts

Establish industry dominance with our experts and partners

Pilar Dieter

Pilar Dieter

Managing Partner, Management Service Division CEO

M.B.A., University of Chicago Booth School of Business

Yuki Ishida

Yuki Ishida

Group CEO, Managing Partner

Masters in Engineering, University of Tokyo

Gary Murakami

Gary Murakami

Partner

M.B.A., Sasin School of Management

Abhilash Singh

Abhilash Singh

Partner

Dual Degree (Mechanical Engineering), IIT Bombay

Talk to Our Financial Services Experts

Arrange a session with our experts to explore how YCP can assist you in addressing your business challenges.

YCP Group is the leading professional firm in Asia empowering excellence through diverse expertise:

  • YCP Solidiance
  • YCP Auctus
  • YCP Consus