MARKETS
We provide unique proprietary market intelligence at the intersection of distribution channels (particularly the tied agency channel) and the following industry sectors:
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life insurance
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non-life (P&C) insurance
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wealth management
We track nine key Asian markets - China, Hong Kong, India, Indonesia (conventional & Syariah), Macau, Malaysia (conventional, Takaful, & Unit Trust Consultants), Philippines, Singapore, & Thailand - and South Africa.
CLIENTS
Our clients typically come from three segments:
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Insurance companies (life & non-life) - strategy managers, distribution channel managers, M&A staff
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Investment community - equity research analysts, fund managers, private equity investors, hedge funds
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Professional service firms - strategy consultants, actuarial consultants, investment bank corporate finance/M&A staff
ANALYSIS
We focus on generating operational measures on distribution channel headcount, movements (recruitment, retention, poaching), and intermediary experience levels. The analysis is at the company level, across all companies in each market.
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These measures provide a range of indicators - some leading, some lagging - of sales channel health at each insurance company.
ABOUT US
Pi Financial Services Intelligence was founded in Singapore in 2006 by Simon Drimer. From the beginning, we specialised in providing unique market intelligence at the intersection of the insurance/wealth management industries in key Asian markets (and South Africa), and distribution channels, particularly the agency channel.
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Simon Drimer has spent most of his career in management consulting, centred on insurance and related industries, in Asia and South Africa. Simon has an MBA from the Australian Graduate School of Management, and LLB and BA degrees from Melbourne University.
OUR CLIENTS
Our clients are typically from three segments:
1. Insurance companies (life and non-life);
2. Investment community (equity analysts, fund managers, private equity investors, hedge funds);
3. Professional services firms (strategy consultants, actuarial consultants, investment banking corporate finance and M&A divisions).