Our expertise

Financial Services in China

From the outset, financial services has been a cornerstone of CVA’s business portfolio in China and over the last 15 years, we have witnessed both the rise of China’s economy and rapid development of China’s financial services industry. We have grown together with our global and Chinese clients in this fast growing market, constantly accumulating valuable knowledge, lessons and insights from the market, its customers, regulators and industry players

CVA has been at the cutting edge of strategic innovation in Financial Services across the globe for more than two decades. During this time, CVA has worked with many of the world’s leading financial institutions.  CVA’s proven methodology suite and years of industry experience provides a strong base from which to tackle some of the major strategic issues facing the financial services industry around the world. Whether it has been developing new product suites, a market entry strategy, defining a mission & vision or transforming branches, CVA has consistently led from the front in this area, often introducing innovative solutions to problems others have been unable to solve. CVA possesses strong technical knowledge, particularly in the areas of banking, insurance and funds management. By working extensively with public and private financial services organisations we have found our methodology and approach can be applied across regulatory, cultural and geographical boundaries.

From the outset, financial services has been a cornerstone of CVA’s business portfolio in China and over the last 15 years, we have witnessed both the rise of China’s economy and rapid development of China’s financial services industry.  We have grown together with our global and Chinese clients in this fast growing market, constantly accumulating valuable knowledge, lessons and insights from the market, its customers, regulators and industry players. We aim to continue to developing new growth options bringing value to our clients by introducing best practices from our global network. Our long-term relationships with local and foreign financial institutions in China prove our continuing commitment to remain at the forefront of strategy development in this industry.

In China’s financial services industry, we have worked in several areas:

Corporate level: defining mission & vision; corporate strategy development, acquisition growth strategy, market entry strategy

Business unit level: branch network optimisation, cost & profit modelling; customer segmentation & profitability, marketing organisation, CRM development, process re-engineering, etc.

Customer level: retail banking strategy; SME banking strategy, new product development, retail branch transformation, sales & service training, etc.


CVA’s Selected FS Project Examples in China

CVA has supported both foreign financial institutions and local Chinese banks in China, covering topics from corporate level to customer level, from strategy to implementation