Business Plan for Financial Services & Insurance

Get An Unrivaled Business Plan for Financial Services & Insurance

The landscape of today’s financial services and insurance industry is more complex than ever before. While tech innovations continue to bolster these businesses, new competitors like FinTech companies and ‘BigTech’ giants are already changing the face of this industry. With increased competition and diversity in payments, lending, insurance, and trading, the profits of any financial and insurance business are bound to be impacted, and not always for the better.

So businesses have to alter their strategy if they want a share of a more versatile financial system. And to facilitate navigating through increasingly competitive waters, where the big sharks tend to buy out or steamroll smaller businesses into oblivion, it is imperative you reinforce the efforts of your enterprise with a professional business plan. Therefore you need to be aware about how to write a business plan yourself or you think about outsourcing the business plan creation.

The Current Environment

Since the financial and insurance markets are evolving, 2019 is turning out to be an outstanding year for both insurance providers and the finance sector. Some of the key features that will prove beneficial to businesses in this field are:

  • The conducive regulatory environment
  • Good economic growth
  • Increase in interest rate

Affordable and accessible Transformation and innovative technologies

Furthermore, there are some emerging trends in these industries, which businesses are employing to stay competitive. According to PricewaterhouseCoopers (PwC), companies are:

  • Investing more in emerging technology
  • Focusing their efforts on reducing costs
  • Increasing utilization of software bots and artificial intelligence (AI) to enhance efficiency

However, according to Deloitte, the chances of a recession hitting American shores by the latter half of 2020 are as high as 30% – 40%. And if it does, this will especially impact small to mid-sized businesses. So how do you build a sustainable enterprise? For starters, you need a professional business plan customized for your market and regional requirements (for more information see our advisor).

How Can Help You

That is where steps in. In addition to enhancing your opportunities to gain access to venture capital, banking finance, and strategic partnerships, our comprehensive plan will also help you exercise better control over the profitability and, more importantly, the liquidity of your business. Plus:

  • Our team of business plan writers will design a highly customized plan for you taking into consideration your industry and market requirements and your specific goals and needs.
  • We deliver nothing short of 100% client satisfaction and this is reflected by our huge client base nationwide.
  • And our business plan experts will provide you with exceptional access to industry statistics, market data, and research options, while also offering you valuable professional advice thanks to their extensive experience, regardless of your target demographic.

So if you are looking to sustain and advance your business significantly, get in touch with As an award-winning consultant with over 60 partner consulting offices across the U.S. , there is no other service who can design a better Business Plan for Financial Services & Insurance providers and agents than we can.

years of experience in creating professional business plans
customized business plans
consultants with a broad range of expertise in different markets and industries
percent success rate for business plans with a financing volume from 25.000 to
5 Mio. Dollar