Banks and NBFCs

We have a strong understanding of the banking space– the team has served 6 out of top 10  PSU banks, 3 out of top 5 Pvt sector banks, leading 3 foreign banks and 7 of the largest NBFCs. In addition, the team has served over 5 leading banks in South East Asia. We have extensive experience in core strategy design as well as on the ground implementation support and capability building. Our offering in the space are:

  • Strategy formulation (where and how to play)
  • Business launch and Go-to-market
  • Digitization strategy
  • Rural, agri and financial inclusion strategy
  • Branch redesign and sales operating model with a focus on CASA growth
  • B2B sales transformation
  • Loan factories – with an objective of reducing TATs by over 50%
  • Risk and NPA management
  • Capital Optimisation
  • Product and service offering design

Life insurance companies

We have a strong understanding of the life insurance space. The team collectively has over 10 years of experience serving life insurance companies. We have served over 10 life insurance companies in India and South East Asia across strategy, sales & distribution, technology and operations and risk and capital. Our offering in the space are:

  • Strategy formulation (where and how to play)
  • Distribution model design
  • Digital insurer (alternate channels)
  • Sales coverage model – city and micro-market
  • Agency transformation and productivity enhancement
  • Technonology enabled sales
  • Banca sales transformation
  • Customer focussed product design
  • Analytics led acquisition and cross-sell

Private equity and institutional investors

The team at Si-Creva brings strong due diligence expertise on the back of deep understanding of financial services sector and extensive experience in serving 7+ fund houses on deal making. Our offering in the space are:

  • Sector due diligence
  • Investment opportunity scan
  • Research and insights on demand
  • Commercial and financial due diligence
  • Bid strategy and closing