knowing.finance
Rethinking
Research and Advisory Services

Driving Impact with Data
in Banking and Financial Services

Redefining Data-Driven Advisory for Banking, Financial Services, Private Equity and B2B Technology Providers

For Banks: Gain a clear market overview and actionable insights. Say goodbye to endless sales meetings and overwhelming vendor lists.

For Providers: Secure market share with precise positioning and data-driven strategies to outperform competitors.

For Private Equity: Identify high-potential investments with clear market insights and data-driven evaluations. Streamline due diligence and uncover opportunities faster.

With knowing.finance, banks gain clarity on the latest technology landscapes, while service providers leverage validated data to refine
and accelerate their go-to-market approach.

Less Noise. More Clarity. Real Results.

Self Service Portal

Independent Insights

Targeted Lead Generation

Decisions Start Here

Our Decision Intelligence Platform empowers your strategy, with Personal Strategic Advisory Services delivering results.

Become a Member and search 3.500+ Financial Institutions in 50+ Countries

+3.500 Financial Institutions

Gain exclusive access to our extensive database. Delve deep into the heart of their operations by unlocking detailed information on their technology stacks.

Benefit from validated insights that give you a competitive edge in understanding the financial landscape. Our platform is designed to equip you with the knowledge you need to make informed decisions.

Join our community and start exploring the intricate world of financial technologies and trends.

Become a member today and gain access to essential data on every vendor in our database.

+700 BFSI Vendor Profiles

Evaluate vendor market positioning, validate use cases, and uncover critical details that support your strategic decisions. Our platform provides comprehensive visibility into vendor capabilities, ensuring you have the information needed to stay ahead in an evolving BFSI landscape.

Take the first step towards empowered decision-making and explore the opportunities within the Global BFSI Datahub.

How WE Solve Your
Biggest Challenges

Efficiency for providers, transparency for banks – powered by knowing.finance.

Providers often struggle with unclear market access and inefficient sales processes.
Meanwhile, banks are searching for reliable data without the hassle of dealing with a long list of vendors.

With knowing.finance, you gain access to one of the largest data hubs in the BFSI industry.

Our platform provides:

Accurate market insights to optimize your sales strategy.

Access to validated data that builds trust and confidence.

Faster decision-making, without unnecessary meetings or overwhelming vendor lists.

Rely on data-driven decisions, secure your market share, and streamline your processes – all in one platform.

You need more than just a platform ?

Personal Strategic Advisory Services bridge the gap between insights and action.

Rethinking Advisory
Efficient, Targeted, Actionable

Unlike traditional consultants who spend weeks on analysis and overcomplicate projects, we take a lean, data-driven approach.

Our extensive Global Data Hub allows us to pre-qualify insights and pinpoint key issues before even starting. This means faster results, less time wasted, and solutions tailored to your specific challenges.

When manual intervention is required, our experts step in with precision—delivering targeted advisory services where it truly matters.

This hybrid approach ensures efficiency without sacrificing depth, allowing us to address your needs with speed, clarity, and actionable results.

Ready to see what this looks like in practice? Check out example projects on our Pricing page.

Go To Market Strategy

Problem: Many BFSI providers struggle to define their target customer profile and effectively position their products in competitive markets.

Solution: We refine your value proposition, define clear customer targets, and test market positioning within our network to ensure measurable impact and scalability.

Sales Enablement

Problem: Sales teams often lack structured processes and actionable data insights, leading to inconsistent performance across markets.

Solution: We deliver customized sales playbooks and data-driven strategies to empower your team, ensuring growth and stronger customer engagement.

Strategic Partnerships

Problem: Establishing meaningful partnerships with banks, fintechs, and key stakeholders can be time-consuming and complex.

Solution: We identify strategic partners, facilitate high-impact introductions, and create sustainable collaboration ecosystems for growth and long-term success.

Market Intelligence & Positioning

Problem: Navigating evolving market trends and identifying clear competitive differentiators can be challenging for BFSI players.

Solution: We provide in-depth market analysis and strategic recommendations to ensure effective positioning and sustainable differentiation.

Vendor Evaluation & Selection

Problem: Banks often struggle to navigate the crowded vendor landscape and identify the right providers for their needs. Misaligned choices can lead to inefficiencies and wasted resources.

Solution: Through expert guidance and validated data, we simplify vendor evaluation and selection, ensuring you choose the best partners to align with your requirements.

Regulatory Insights

Problem: Adapting to complex and ever-changing regulatory requirements is a constant challenge for financial institutions, often complicating technology adoption and vendor selection.

Solution: We deliver tailored insights into regulatory impacts, helping you identify compliant solutions and make informed decisions that meet industry standards.

Technology Landscape Analysis

Problem: Understanding the rapidly evolving technology landscape and its implications can be overwhelming, making it difficult to stay competitive.

Solution: We provide transparent analyses of technology trends and market relevance, enabling you to select the right solutions to drive innovation and growth.

Efficiency Benchmarking

Problem: Identifying areas for operational improvement and comparing performance against peers is often hindered by a lack of reliable, industry-specific data.

Solution: We offer actionable efficiency benchmarks, enabling you to pinpoint opportunities for optimization and maintain a competitive edge.

Sales Pipeline Validation

Problem: Private Equity firms often face uncertainty when assessing the reliability of a target company’s sales pipeline. Overestimating future revenues can lead to poor investment decisions and impact exit strategies.

Solution: We validate the sales pipeline using detailed analysis and data-driven insights, ensuring realistic growth projections and a solid foundation for achieving a successful exit.

Product-Market Fit Analysis

Problem: Misaligned products and market needs can hinder scalability, posing a significant risk for investors. Identifying a lack of product-market fit too late can result in stalled growth and diminished returns.

Solution: We assess the alignment between the target company’s offerings and specific market or banking niche demand, ensuring scalability and long-term value creation.

Competitive Landscape Evaluation

Problem: Private Equity firms often struggle to fully understand a target company’s competitive positioning in saturated or fast-moving markets. Without this insight, it’s challenging to craft effective strategies for growth.

Solution: We analyze the competitive landscape to identify market positioning, strengths, and differentiation opportunities, enabling you to build a competitive advantage.

Post-Investment Performance Review

Problem: After an investment is made, many Private Equity firms face challenges in optimizing operational performance and driving revenue growth within their portfolio companies.

Solution: We provide actionable strategies to improve operational efficiency and sales performance, ensuring that portfolio companies achieve their full potential and maximize returns.

Explore real-world examples
on our Pricing page.

What’s Holding You Back?

The Hard Truth About Industry Challenges

Inefficient Market Entry for Vendors

Vendors struggle with scattered sales strategies and regulatory complexities.

Why it matters: Prolonged sales cycles and poor positioning lead to missed opportunities.

Banks face endless vendor lists and manual evaluation methods.

Why it matters: Delayed decisions and higher operational costs slow innovation.

Unrealistic sales pipelines and lack of market-fit analysis hinder investments.

Why it matters: Missed ROI and delayed growth impact long-term success.

With knowing.finance, you get clear answers & tailored support

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Streamline Your Vendor Selection

Market Overview

In this example, we see Core Banking Providers.

Knowing. Finance offers insights across over 80 categories of finance vendors, typically providing more than 30 individual data points per vendor.

Instantly access validated data, enabling banks to pre-assess vendors by comparing their key products, customer base, and partnerships.

Make informed decisions early and focus on providers that align with your strategic goals.

Note: This service is also valuable for consultants and competitors to maintain an up-to-date overview of the market.

Sell Smarter with Data-Driven Insights

Sales Support

In B2B enterprise sales, too much time is often wasted targeting the wrong prospects, compounded by outdated acquisition data.

Knowing. Finance solves this by providing insights into over 3,500 institutions worldwide, complete with accurate and relevant market data.

Focus your efforts on the right opportunities, backed by a comprehensive view of key markets, ensuring your go-to-market strategy is both efficient and impactful.

Note: This tool is essential for sales teams aiming to maximize efficiency and drive results in a competitive landscape, with seamless integration into your CRM for streamlined workflows.

Your Path to Data

✔️ No credit card needed

✔️ Free and commitment-free

✔️ Data-driven insights, tailored for you

Discover how knowing.finance empowers your decisions!

Hear from our clients

here’s why customers choose knowing.finance

We used knowing.finance data to build our CRM system and saved days of manual effort.
CRO, Identity FinTech Startup
We validate our competitor research and refine our positioning.
CEO, Wealth Management FinTech
“Amazing service and support, always a fast response time, will definitely use them again!״
Marketing Lead, Core Banking Provider
We rely on knowing.finance to validate our own shortlists and ensure we’re making informed decisions.
CRO, Banking Startup

FAQ

ask us
anything

What makes knowing.finance different from traditional consulting services?

Unlike traditional consulting firms, knowing.finance combines the power of a global data hub with targeted advisory services. We provide pre-qualified data, eliminating the need for extensive, costly individual consulting efforts. This makes our approach faster, more efficient, and cost-effective while still delivering actionable insights.

We provide curated, validated data on banks, financial institutions, vendors, and market trends. Our data includes publicly available information, confirmed by our community of experts, ensuring accuracy and trustworthiness. From RFI notifications to benchmarking tools, our data empowers you to make strategic decisions with confidence.

knowing.finance helps you refine your value proposition, identify the right customer segments, and benchmark your positioning against competitors. Beyond strategy, we support you with tailored workshops and even lead generation to test and refine your approach in real-world scenarios.

knowing.finance is designed to be scalable. Whether you’re a startup, a mid-sized company, or an enterprise, our platform and services adapt to your needs, providing value at every stage of growth. For startups, we even offer performance-based pricing to ensure you only pay for the results you achieve.

Ready to Navigate the BFSI Industrie Like Never Before

Join the No-Bullshit Waiting List for Exclusive Access to Our Service.

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