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About us

A highly specialized Fintech market intelligence firm.

We excel in actionable insights.

Seasoned in the financial technology space, with highly effective research methodologies and skills, we deliver insights across all Fintech segments and geographies.

Providing deep perspective on competitor capabilities and intentions, customer preferences and purchasing drivers, the impact of emerging trends - our research delivers. We help our clients strengthen their position in the marketplace.

CORE SERVICES

Insights we deliver for clients worldwide

Insightful market intelligence is an essential component of effective market positioning — whether you are a vendor competing in the marketplace, or an investor evaluating disruptive opportunities. The more you know about emerging industry trends, your competitors’ capabilities and intentions, and customer preferences and perceptions, the better you can deploy strategies to achieve your objectives.

Competitor Capabilities and Intentions

Customer Purchasing Drivers

Win/Loss Analysis

Product Development Feedback

Acquisition Due Diligence

Insights to Optimize Strategic Planning

SB Intelligence did great primary research for our firm on the portfolio risk management software industry. The insights generated through this research were instrumental as we underwrote a $300m investment. We went back to Maria for follow on research again and would not hesitate to do so in the future for the right opportunity.

Partner $17b Investment Fund

Maria has been a "go to" market researcher for me across many years and a variety of jobs. Maria's ability to efficiently and cost effectively perform secondary research always impresses me. This is only surpassed by the amazing primary research contacts which she routinely delivers. When I need competitive, positioning, business model, market share or general research, Maria is my first call.

Topher (Christopher) Wurts CMO at Chief Outsiders

I contracted with Maria (SBI) for independent market research on two separate occasions and found her work to be incredibly insightful and accurate. Both projects required her to conduct primary market research into key decision makers at brokerage firms and assisted us in formulating our optimal business strategy. One project was buyer behavior which resulted in a new sales strategy. The other project was a market acceptance study for a new business concept. Maria's work is extremely high quality and was always within budget. I would definitely recommend Maria & SBI for your next independent market research project.

Linda Wittich Formerly Senior Vice President, Clearing & Outsourcing Solutions, Broadridge Financial

Strategic Business Intelligence is an invaluable resource for getting fresh insight into the market. Maria was quick to understand our business and what we were looking to learn. With very little guidance from us she was able to formulate and execute a research plan. She helped us gauge market awareness of our product vs. our competitors’ products and the perceived strengths and weaknesses of the various products in the market. The depth of insight that SBI managed to get was far more than if we had tried to conduct the same research ourselves, and it helped us to improve our product and our competitive positioning.

Jeff Wootton VP Product Management, Cloud Services and SaaS, SAP

Strategic Business Intelligence has developed a wealth of intelligence in the financial services industry and has become a knowledge expert in a number of areas. I have utilized Maria for many projects, including customer service and satisfaction surveys, competitive landscape issues and the latest trends in outsourcing areas outside of a company's core competence. Maria's work is excellent. I have recommended her to others many times. She is responsive and has always delivered her projects on time and within the agreed budget.

Dan Rooney SVP Private Sector Sales, Vertical Knowledge

When it comes to business intelligence and market analysis in the financial services industry, there is nothing that compares with Maria's work. She has an extraordinary network of very senior contacts to access the most current information and positioning, an acute analytical mind. Maria has the ability to gather, organize and crunch multiple, complex data sets and present the results in a plain language, straight forward and actionable way. You can easily find more expensive sources and firms with larger marketing budgets, but you will not find better data, analysis and advice anywhere. Bar none. I am a repeat consumer of Maria's intelligence services and I strongly recommend her work.

Ken Byrne Managing Director, BSG Advisors

I was first introduced to Strategic Business Intelligence while working at a major provider of analytic tools and data to financial professionals. Maria was asked to produce an in-depth analysis of a major competitor in the financial information services industry. This analysis was comprehensive and thorough and gave us a great insight into the capabilities and intentions of the competition. When I moved over to a financial information start-up, we needed a thorough analysis of the institutional investor, investment banking and regional brokerage industry. She was engaged for the project and produced a top-flight analysis which provided critical input into our market-entry strategy. She has tremendous interviewing skills, a large network of contacts and relationships, and does top-quality work. I recommend her highly.

Ashish Arora Formerly Director, Product Marketing, Financial Engines, Inc.

I retained the services of Strategic Business Intelligence while President at Barra International (now part of MSCI) and CEO at mPower (now part of Morningstar). We asked Maria to quantify the global market requirements for a planned new product. This involved extensive interviews with potential customers and other industry experts. Maria was able to effectively gather competitive intelligence in the European and Asian markets as well as in the U.S. Her analysis provided us with some key insights as to where to focus our efforts and was of high value for strategic planning and feature/functionality definition. She has a keen understanding of the financial markets, competitive and industry analysis and an extensive network of contacts. I have been very satisfied with every project she has produced for me and recommend her highly.

Andrew Huddart CEO, Board Director and Advisor