Financial Services
Practice 85+ financial services case interview questions from McKinsey, BCG, and Bain. Master banking strategy, fintech disruption, insurance operations, and risk management frameworks with detailed solutions. Start practicing free.
Smartphone Insurance
Insuraco is a large US insurer that's looking to grow. They currently sell a wide range of insurance products to US consumers and are considering …
Great Western Bank
Our client is a small retail bank in the United States called Great Western Bank (GWB). GWB has 50 branches across the Western United States. In the …
Apogee Bank
Our client Apogee bank, a regional bank with 700 branches in US Midwest, has seen a declining trend in revenues in the past 2 years. Blake Moran, the …
Apogee Bank
Our client Apogee bank, a regional bank with 700 branches in US Midwest, has seen a declining trend in revenues in the past 2 years. Blake Moran, the …
Beantown Co
Beantown Co is a leading US-based property insurance company facing a reduction in profit margin in recent years. They are looking to increase their …
Canyon Capital Partners
Your client is Canyon Capital Partners (CCP). CCP is a long-established hedge fund headquartered in Hartford, CT. Hedge funds make money mainly out of …
Chase-ing Equity
Our client, Brandy Thomas-Chase (BTC), is a high-powered Black financial player and owns one of the most successful VC firms in the country. She has …
MBS Co.
Your client is MBS Co., a government sponsored enterprise (GSE), that purchases mortgages from banks, packages them into mortgage-backed securities …
Payments in Panama
During your weekly game of pickleball with the CEO of Puerto Pay, a Puerto Rican payments processor, she mentions that she's thinking of expanding her …
Canyon Capital Partners
Your client is Canyon Capital Partners (CCP). CCP is a long-established hedge fund headquartered in Hartford, CT. Hedge funds make money mainly out of …
Credit Disunion
Your client is a credit union which operates 120 bank branches throughout Ontario and Manitoba. In the previous year, they earned $8B in revenues and …
Finance Co
Our client, Finance Co, is an international asset manager who concentrates on retirement account administration. They are considering entering the US …
Garthwaite Healthcare
Our client is Garthwaite Healthcare Co (GHC), a health insurance firm located in the Midwest. Customers pay GHC a fixed monthly premium per person …
Health Coaches
Our client is a large national healthcare payer (health insurance company, think Aetna) exploring the launch of a new disease management ('DM') …
Keeping the Company Intact
Your client is Intact Financial, a leading Canadian insurance company. Growth in insurance premiums has been slow and with investment returns at …
Money Bank Call Center
Our client is a large financial services firm with multiple locations around the world. Part of their service offering includes a 24-hour helpline. …
Payments Company
Your role on the PayCo engagement is to develop the business case for commercializing PayCo's contactless technology. 1) Which market and transit …
Salty Sole Shoe
Your client is a large retail-focused private equity firm that owns Salty Sole, a leading designer of junior women's footwear, primarily targeting the …
The Wealthy Barber's Banker
Your client is one of the major Canadian banks. In recent years, they have found that growth in their current businesses has not been as fast as they …
Vitality Insurance
Our client, Vitality Insurance, is a leading provider of supplemental insurance products in the United States. Vitality agents partner with companies …
Zoo Co
Our client is a zoo that is thinking about acquiring a famous zebra from an African preserve. It's a huge investment, but they believe the new zebra …
African Call Center
Our client, Invest-4-Humanity (I4H), is an investment fund looking to open a call center in an African country. I4H is an altruistic investment firm …
Alfa Dental
Alfa Dental is a major dental insurance company that partners with various dental practices. In 2018 they included a new large dental chain Eastern …
Bank Loan Operations
Your client is a bank that is considering changing its loan-issuing operation to a new system. The bank's original loan process has the following …
Bank Loan Operations
Your client is a bank that is considering changing their loan issuing operation to a new system. They would like you to evaluate the pros and cons of …
BankCo
Our client is BankCoCard, a US credit card subsidiary of the major international bank BankCo. They have a rapidly growing $16 billion dollar credit …
Don't Break the Bank
Our client, Hudson Bank, is an online bank that plans to launch a new credit card product within the next six months. They have asked us to help them …
Explorer Bank
Your client is the Explorer Bank, a major issuer of credit cards. The company issues credit cards either under its only brand (e.g., The Explorer …
Fintech Startup
Your client is an up-and-coming fintech startup that has reached a critical juncture in developing its main product, a machine-learning based platform …
Green Ride
Your client, Clean Ventures (CV), is an impact investment fund that focuses on technologies with the potential to improve the environment or reduce …
Is Teleconferencing a Good Call?
Your client is a national wealth management firm within a larger bank. The current CIO has created a test pilot of a cutting-edge virtual conferencing …
Lion King Bank (2015)
Lion King Bank is a consumer bank in South Africa providing checking, savings, credit cards, loans, etc. They have branches in all 9 South African …
Lizard Insurance
Our client, Lizard Insurance, is a US-based auto insurance provider that recently acquired a rival auto insurance company MediumSure. As a part of the …
Luxury Landscaping
Our client, a private equity firm, is considering an investment in a luxury residential landscaping company that focuses on large-scale renovation …
Mischief Managed
After successfully servicing the needs of ultra-high net worth individuals in the Atlanta area for ten years, our client, Smith Wealth Management …
Munder-Difflin
Our client is Munder-Difflin (M-D), a $6.6B business unit of a $25B paper manufacturer. The business unit started out as a paper distributor to small …
Online training
Our client is Shey Investment, SI, a British-American global asset management group. They offer a range of financial products to individuals, …
PayCo
Our client, PayCo, is a global credit card company, with revenues over $5B in 2010. A recent trend in the credit card industry is the use of …
PrintPRO
PrintPRO offers business printing services. Despite a rapid increase in revenue and a stable cost structure, the firm's profitability is on decline. …
PSG over the sky!
Your client is PSG - a Latin American private bank. It is one of the oldest banks within the region and, despite continuous growth throughout the …
Vitriolic Wealth
Your client, the President of Vitriolic Wealth Advisors, has come to you in a crisis. Vitriolic's Chief Financial Officer was recently found to have …
Workplace Insurance Co.
Our client is a large US insurance company that is thinking about launching a new type of insurance product that deals with injuries at a workplace – …
Allsafe
Our client, Allsafe, a large insurance company, provides home, auto, renter's and life insurance. Recently, Allsafe acquired a technology firm …
American Bank ATM Dilemma
Our client, American Bank, is a national retail bank operating in the US. ATMs have traditionally been a profitable channel, but the bank has started …
Bailey Brothers Bancorp
Our client, Bailey Brothers, is a retail bank with several branches in Ann Arbor, Michigan. Their main competitor is Potter & Co., a regional bank …
Choi Sun is Here
Our client, Leung Kee, is a popular lunch-service-only cha chaan teng (Hong Kong-style café) in Quarry Bay, serving mostly office workers and locals …
Credit Cards
Birch Bank, a major regional U.S. bank, provides a diverse range of financial products (e.g. loans, bank accounts). The bank would like to launch a …
Fragrant Harbour
Fragrant Harbour (FH) Bank is a small bank operating in Hong Kong serving mostly local consumers. It had recently found that the credit card line of …
Investment Bank Spin-off
Your client is a leading retail bank in a South American country, with over 3,000 branches across the country. In addition to the retail business, the …
Investment Bank Spin-off
Your client is a leading retail bank in a South American country, with over 3,000 branches across the country. In addition to the retail business, the …
IoT and Flexible Loans
Industrial Bank (IB) is a leading financial institution providing loans to manufacturing companies to finance machinery and Capex-intensive equipment. …
IoT and Flexible Loans
Industrial Bank (IB) is a leading financial institution providing loans to manufacturing companies to finance machinery and Capex-intensive equipment. …
Orange Bank Co
Our client, an Amsterdam based retail bank, has seen exceptional growth in the last 5 years. They are involved in commercial banking, investment …
PayCo
Your role on the PayCo engagement is to develop the business case for commercializing PayCo's contactless technology 1. Which market and transit …
South bank
South Bank (SB) is the leading retail bank in Peru, an emerging South American country. SB has a dominant performance on high-income and a very good …
South bank
South Bank (SB) is the leading retail bank in Peru, an emerging South American country. SB has a dominant performance on high-income and a very good …
The Claim Game
The Indian insurance market is heavily underpenetrated. The majority of insurable, adult population either is not insured and this has serious …
PSU Bank Co.
PSU Bank Co. is a public sector bank and their mutual fund division has not been doing well recently. The CEO wants your support in identifying the …
Lonely Gas Station
Our client is the owner of a gas station between towns A and B – 10 miles to each town. He is wondering if it would make sense to add a convenience …
Canyon Capital
Your client is Canyon Capital Partners (CCP). CCP is a long-established hedge fund headquartered in Hartford, CT. Hedge funds make money mainly out of …
Insurance for the underserved in India
The Indian insurance market is heavily underpenetrated. The majority of insurable, adult population either is not insured and this has serious …