Financial & Business Services

There are plenty of rewards in the financial and business services sector, but there are also plenty of risks. And determining the best balance of potential rewards and the magnitude of risk can often depend on the depth of your knowledge on the topic. Guidepoint can offer you to the most astute professionals with impactful insights. Our network of financial and business services experts are some of the savviest in the industry.

A Client

Over 700 companies use Guidepoint’s services.

  • Nine of the top 10 consulting firms
  • Hundreds of hedge funds, including five of the largest firms
  • More than 100 private equity firms
  • Over 100 large public companies


Sample Research Needs

P&C Insurance

What are the various products and distribution models followed by key players in the segment? What is the impact of climate change on residential rates in the western U.S.?

Fixed income data providers

What is the evaluation process for fixed income security reference data? What are the strengths/weaknesses of the various vendors in the space, according to key customers?

Outsourced collections industry

What are the market drivers and trends for pricing? What are the regulatory trends and pressures?

Opening A Window Into Expertise

Guidepoint’s experts can open a window into the most specific aspects of financial and business services.

Our Advisors are recruited and vetted according to their unique expertise. From the private loan industry to insurance syndicates, Guidepoint experts are professionals with comprehensive knowledge of your research needs.

Sample Experts


Chief Credit Officer


Managing Director, Life Insurance


Senior Tax Accountant


Director of Property Management


Family Wealth Advisor

Sample Industry Events


Yuan Devaluation: Future Impact on Global Markets


Greece and the Euro Area: From here to where, and when


Visa/Mastercard Mobile Payment Market


Life Insurance in Asia

Connect with Experts. You Pick How.

Learn about the different ways you can engage with industry experts. Read more about Guidepoint's services.

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