United States Financial Services Consulting

YCP provides tailored consulting services to navigate the United States financial services landscape, leveraging global insights to foster growth.

YCP Financial Services Experts in United States

In the United States, the Financial Services industry faces evolving digital transformations and regulatory complexities.

YCP leverages deep industry insights and global expertise, offering tailored consulting solutions to navigate the unique challenges in the United States Financial Services landscape.

As your trusted partner, YCP is committed to propelling your growth and innovation in the Financial Services sector.

YCP in Numbers

Project Across Asia

Offices

Portfolio Businesses

Professionals

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

Fintech

Unlocking fintech potential in the U.S. through strategic advisory and tech integration solutions.

Banking

Specializing in U.S. Banking, we advise on regulatory compliance, digital transformation, and market growth strategies.

Insurance

Expertise in the evolving U.S. Insurance market, offering nuanced strategies for regulatory compliance and digital transformation.

Our Services

Marketing & Sales

Elevate your Marketing & Sales in the US with YCP's expert guidance.

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

Operations

Optimizing operations in the US to propel financial businesses forward.

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

Supply Chain Management

Streamlining supply chains in the US with strategic insights for financial services.

Supply Chain
Digital Supply Chain
Procurement
Logistics

M&A, Transactions, and PMI

Elevate your M&A, Transactions, and PMI outcomes in the United States with YCP.

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

Unrivaled expertise in shaping strategies for the US financial services sector.

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

Elevate your digital game in the US financial sector with YCP's expert guidance.

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

Empowering US businesses with top-tier Public Services consulting expertise.

Economic Development
Public Policy Development
E-Governance

Sustainability

Guiding US finance firms in sustainable growth with strategic, eco-focused insights.

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

Elevate your market research in the United States with YCP's expert guidance.

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

Navigating Financial Services Sector in United States

Increasing Regulatory Demands in Banking

The U.S. financial sector face challenges due to 29,700+ active regulatory directives, imposing costs and constraints that challenge continuous compliance.
Adjusting to regulations with advanced compliance technology can mitigate these burdens, boosting efficiency while ensuring standards are met without cost burdens.

Technological Disruption and Cybersecurity Threats

Digital threats hit 52% of financial companies daily, risking sensitive data. Shaped by tech innovations, cybersecurity gaps continue to expose operational risks.
Robust cybersecurity frameworks built alongside digital innovations fortify networks, balancing tech advancement benefits with cyber-resilience needs.

Expansion through AI and Big Data Integration

The utilization of AI is projected to provide a $1 trillion impact in the financial consulting sector, unleashing unique guardrails for tailor-made client solutions.
By harnessing big data's intricate models, institutions design targeted strategies elevating client engagement, understanding deeper analytics ever than before.

Emphasizing Sustainable and Ethical Investments

Sustainable and responsible investing accounted for $35 trillion, driven by consumer preferences reflecting commitment to enduring financial and environmental stability.
Prioritizing money toward ESG-ranked capitals creates community value and client trust with financial mechanisms aligning toward regenerative economical outcomes.

Our Clients

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

What Our Clients Say About Us

"I am very satisfied with YCP's work on competitors benchmarking analysis project in the Automotive Glass industry. The team fully understood the project background and objectives, and their output surely met our expectations. Although there were some challenges in collecting detailed information given this is a highly specialized industry, their analytical framework and logical approach made this project a great success. I also found the discussion with their local consultants very valuable. This gave me lots of useful insights to pursue the project. I would like to work with YCP on my next project. "

Senior Sales & Marketing Center Manager Automotive Glass Division

Asahi Glass Group

"I want to take a few minutes to thank you and your organization for their assistance with our industrial hydraulic market opportunity study. YCP’s experience in our served markets, thoroughness of research, and practical approach to strategic acquisition targeting make for a winning combination. Your firm felt like a true extension of our business, something unique relative to other consulting organizations we have worked with in the past. I particularly appreciate the heavy focus on primary research and personally valued the dedicated time you provided during our engagement. We learned more about the market, our competitors, and our own business. Your portfolio of work demonstrates your team’s capability and I would like to add my personal testimonial to anyone considering a project with YCP. The common-sense approach, personal attention, and final output add up to one of the best values I have seen. "

Executive Vice President – Industrial & Energy Segments

Actuant Corporation

Results Through Expertise: Case Studies

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

Strategic Initiative Development and Execution Support for Fintech in India

Client

India's premier embedded fintech platform

Area

India

Expertise Scope

Business Roadmap Development, Strategic Initiative Definition, Internal Alignment

Project Summary

Our approach included developing a comprehensive understanding of the business and roadmap, defining and detailing key strategic initiatives, building internal alignment, providing decision-making and thought support, and executing select high-priority initiatives. We collaborated closely with the client’s team, adhering to a structured governance and review mechanism to ensure alignment and progress.

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.