About Us

PUBLIC POLICY EXPERTS SPECIALIZING IN FINANCIAL SERVICES

FSI Monitor is a public policy and government relations consultancy specializing in issue management for firms in the financial services industry. Services include the identification of emerging competitive and public policy issues relevant to financial service providers; accurate analysis and assessment of the continuous flow of information bearing these matters; and translation of these assessments and information into focused action recommendations.

THE CHALLENGE

A critical element for business success is the identification and application of accurate and insightful information to business decisions. Only through the astute application of such information can the challenges posed by competitors, governments and changing consumer attitudes and preferences to be successfully overcome.

Recognition of this fact motivated the formation of FSI Monitor.

FSI MONITOR'S MISSION

FSI Monitor’s mission is to be an essential element in our clients’ executive decision making process by providing timely and insightful recognition, interpretation and evaluation of the forces and factors affecting the North American financial services environment.

FSI Monitor’s goal is to package and deliver this information in a manner that enables our clients to strategically position their businesses for maximum advantage and opportunity.

SELECTED COMPETENCIES

No person and no company can be expert at everything.
This is why FSI Monitor concentrates on the core competency of financial services. We strive to achieve that fine balance between breadth and depth necessary to provide excellent value to clients.

Areas of policy expertise cultivated by FSI Monitor can be broadly grouped into the following categories: identification, assistance, advice and implementation.

    Identification

    FSI Monitor professionals identify and evaluate emerging trends and developments in respect of:

    · government intervention, legislation and regulation;
    · regulatory compliance and corporate governance;
    · competitive challenges;
    · consumer demands and concerns; and
    · the design, production, marketing and distribution of financial services.

    Assistance

    FSI Monitor professionals advise clients on the development of action plans and evaluation procedures.

    Implementation

    Where appropriate, FSI Monitor professionals stand ready to assist with successful strategy implementation by:

    · forming and managing common interest coalitions; and
    · making representations to governments to achieve necessary
    legislative and regulatory outcomes.

SELECTED SERVICES

FSI Monitor provides daily information and event monitoring services, in-depth reports and briefs on emerging financial service trends and issues, plus issue focused consulting and representational services.

    FSI Monitor

    FSI Monitor is a "stand alone" service which provides a daily presentation of media coverage relevant to the financial services industry packaged in a way which responds to the specific needs and interests of each individual client.

    FSI Monitor Alert

    FSI Monitor Alert provides clients with a more in-depth assessment of current events and developments arising from government, industry or elsewhere. FSI Monitor Alerts are produced as a supplement to FSI Monitor on an "as needed" basis.

    FSI Monitor Insights

    FSI Monitor Insights represent encapsulations of developments in particular issue areas. These are designed to bring a body of information together in a comprehensible package. FSI Monitor Insights review the evolution of issues; point out the potential impact events present and suggest options clients might want to consider in response.

    FSI Monitor Issue Management System

    The FSI Monitor Issue Managment System is a comprehensive structure used in identifying, scoping and monitoring public policy issues relevant to companies in the financial services industry. The System provides the basis upon which strategic recommendations and action plans are developed and implemented.

    Custom Consultation

    Custom consultation with FSI Monitor professionals provides clients with advice and assistance on financial service problems specific to their enterprises. Consultation can be arranged in various blocks on a continuing or individual project basis.

    Representational Services

    Pro-active representational and interest group management activities are available to ensure that client interests are considered in the public policy formulation process.

VALUE FOR MONEY

The value of a key is priceless if it opens the only lock that matters.
FSI Monitor strives to deliver such value in our information services, strategic analyses and consultative advice. FSI Monitor efforts are directed at being a key to greater business success for our clients. Clients receive information that is targeted to their industry sector and business focus, and with consulting services that zero in on specific corporate concerns.

FSI Monitor’s "over the horizon" view of developments, plus our use of the World Wide Web, e-mail and/or fax for distribution of our written analyses and assessments ensures that clients are kept continuously and fully informed on important issues.

FSI Monitor understands that financial service providers are under increasing pressure to reduce costs and flatten organizational structures. FSI Monitor services contribute to this process by providing an economical, high-quality complement to, or replacement for, in-house information monitoring and assessment, and public affairs/government relations/strategic planning functions.