capitalAssociates provides a full range of management consultancy services, market research and on-site technical assistance to financial institutions.

Services

Management
Consulting

We work with a number of financial institutions to improve their outreach to micro and SME businesses as low- and middle-income client segments in emerging market environments.  

Our efforts have spanned large retail banks, private banks, microfinance organizations and rural cooperatives as well as insurance companies and asset managers.  

Please check our projects section for a listing of regions and country-specific projects.

Market
Research

We conduct market research on a regular basis, particularly on client needs and behavior in the financial services area.

We have published results on topics related to microinsurance best practices and completed reports on various insurance markets.

Please check our know-how section for a listing of different reports.

Executive Training
& Education

We develop curricula and conduct regular practice-oriented seminars for international financial services providers, development organizations, and academic institutions. 

Current efforts have included the development of an e-learning course on microinsurance for practitioners on behalf of the Frankfurt School: Certified Expert in Microinsurance (CEMI).   

Please click here for examples of course descriptions.