Case Study

Evaluating the Risk of Entering New Markets

Introduction

A Fortune 500 financial services company faced challenges in global market entry due to a lack of structured risk evaluation. To expand effectively, they needed a robust assessment framework aligned with long-term forecasting and capital allocation.

The Story

This financial organization dedicates itself to providing a wide array of investment and retirement services, aiming to help individuals and businesses achieve their financial goals. It offers tailored solutions that include asset management, retirement planning, and insurance coverage, all designed with the client's long-term success in mind.

The Challenge

Strategically expanding into new markets proved difficult due to past unsuccessful attempts. The company lacked an encompassing evaluation model that could anticipate returns from potential expansions and align them with internal financial strategies.

The Choice

Bâton Global (B|G) intervened, introducing a comprehensive risk assessment tool encompassing economic, political, and socio-cultural factors. By crafting a nuanced evaluation approach, B|G facilitated accurate pricing structures and refined capital allocation strategies. The project navigated an insight phase of extensive data gathering and an innovative tool development phase, culminating in empowering the company to make informed, data-driven decisions, significantly enhancing their global expansion strategies.

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