Financial Services

Listed here are financial model templates for businesses in the financial services industry and related sectors.

BASIC GUIDANCE ON HOW TO STRUCTURE YOUR ASSET PORTFOLIO, FOR SAFE AND EFFECTIVE INVESTMENT STRATEGY.

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If you dream to start a Consulting Firm Business, the template is the first step in making your dream into…

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This is a full 10-year startup lending business financial model, including a 3-statement model. Accurately scale the origination of 3…

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Designed to support medium-term investors who hold onto positions for days, weeks, or even months. Not intended for day traders…

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Insurance Managing General Agent (MGA) 3 statement 5 year rolling financial projection Excel model

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3 statement 5 year rolling financial projection Excel model for a insurance broker business

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Salary-based microfinance lending are considered low risk, high return business opportunity. It is a microfinance business that allows employees to…

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Our full-fledged financial model in excel format is a complete 10-year financial due diligence for an investment company, including private…

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The Consumer Loan model breaks down the financing structure of a bundle of consumer loans absorbed by a lender. This…

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The Grantor Trust Model measures the life time value of executing a Grantor Trust over a Non-Grantor Trust with a…

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A suite of best practices to perform financial and commercial due diligence. Use it if you are considering a company…

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Buy Legal Services Financial Plan. Based on years of experience at an affordable price. Generates 5-year legal services cashflow projection,…

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Try Law Firm Financial Model Template. Allows you to start planning with no fuss and maximum of help Five-year financial…

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Check Business Brokerage Pro-forma Template. Includes inputs, outputs and charts to present it in an investor-friendly, deal-proven way. Five-year financial…

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Discover Auditor Pro-forma Template. Allows you to start planning with no fuss and maximum of help Creates 5-year auditor financial…

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The Development Property Valuation calculator is suitable for accurately analysing development opportunities and projects. The Financial analysis makes use of…

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This is a comprehensive yet very friendly financial model for Rental Property Investment. You will have the option to tailor…

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A cap table for up to five investment rounds and full exit for up to 10 common-stock investors. Includes derivative…

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Calculate the correlation coefficient between any two variables, whether they are stock indexes, asset classes, market indicators, individual securities, commodities,…

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Value any Non-Listed Business and assess how gearing will affect the returns achieved. The QUINTESSENTIAL Business Valuation Calculator makes use…

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An FP&A (financial planning and analysis) Model in Microsoft Excel.

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Get Online Bank Financial Model. Based on years of experience at an affordable price. The online bank excel pro forma…

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Try Fintech Financial Projection Template. Enhance your pitch decks and impress potential investors with a proven, strategy template. Five year…

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Financial model that performs a DDM & NAV based valuation on companies in Banking Sector.

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This template enables users to compile comprehensive monthly management accounts based on any chart of account structure. The management accounts…

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Collateralized Mortgage Obligations Model presents a simple model where mortgage backed securities are used as a collateral.

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Prepaid Expense and Unearned Income amortization calculator with accounting entries

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CALCULATE NET TOTAL RETURN ON BOND INVESTMENT DENOMINATED IN ANY CURRENCY, broken-down by: Capital Gain/Loss (Realized & Unrealized), Foreign Exchange…

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CALCULATE THE EFFECTIVE NET YIELD-TO-MATURITY (OR TO SALE DATE) OF A BOND, KEEPING INTEREST RATE RISK UNDER CONTROL

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The Financial Services Industry


Financial Services are the economic services provided by the finance industry, which includes a broad range of businesses that manage money. Business in financial services like the firms engaged in activities such as investing, lending, insurance, securities trading, and securities issuance. Usually, their target market are individuals, businesses, nonprofit organizations and agencies of government.

Financial service business companies are everywhere in all economically developed places. They play a vital role in the economy as it moves money from entities with excess funds to those in need of funds. Helping the economy grow even more and keep the money flowing, as they help their target market with their businesses or ventures.

Although handling financial services to others is their trade, due to the number of clients they handle and the time constraint, the need to be more efficient in working in the financial service business is high. The competition in the financial services industry towards the financial service startups is tough too, so before starting a business in financial services, creating a business plan with a better fighting strategy and proper financial planning is a must.

The following are institutions or establishments involved in the financial industry:

  • Banks

  • Credit Card Issuers

  • Insurance companies

  • Investment bankers

  • Securities traders

  • Financial Planners

  • Security exchanges


Listed below, are the demand and supply drivers for the financial service businesses:

  • Potential Leads / income

  • Risk Rating

  • Liquidity

  • Availability of information

  • Access to alternatives

  • Money source

  • Interest rates

  • Inflation

  • Economic conditions

  • Government regulations


Types of Businesses in Financial Services


The Financial Services as a whole is very vast and includes various companies engaged in activities. Due to its large and diverse range, it resulted in a wide range of career options to different business models such as:

Retail and Commercial Banking
Retail and commercial banking is considered as a subsector of the financial services industry that a lot of people are familiar with since they interacted and utilized this service with their everyday personal and business banking. E.g. savings account, checking accounts, deposits, loans, credit and debit cards, etc.

Investment Banking
Investment banks are usually acting as middlemen of companies in need of access to capital markets such as stocks and bond markets. Of course, they also hand individual clients but it’s only a minority base of their whole target market, since they can handle more complicated financial transactions, such as facilitating mergers and acquisitions, acting as advisors for companies, issuing shares of stocks, securities trading, debt and equity securities, financial research, etc. Financial advisors, consultants, traders, portfolio managers, analysts, etc., are the types of careers available in this type of business model.

Venture Capital and Private Equity
In venture capital and private equity business model, it involves investing money in private companies in exchange for a percentage of the profit or ownership. Usually, venture capitalists target companies that are just starting, in the hopes that in the future, it will be profitable for them once they let go. Sometimes they also take part in handling the operations of the business to help push it to succeed.

 Accounting
In the financial services industry, accounting is considered as another broad subsector. As you already know, in an accounting business, you provide services to record, maintain and analyze financial accounts for clients whether big or small, private or public, profit or government entities. A classic type of financial services business that people are very familiar with.

Insurance
This type of business model is specially made to help individuals and businesses mitigate potential risks for financial loss. Insurance business calculates and prepares every client against certain circumstances that will lead to the loss of a huge amount of money. Thus, this kind of business model is considered to be very convenient in the time of need.

As the industry kept on growing, there will be more changes added for further development. Hence, there are even more business models starting to get recognition.

 

Banking – Different Types of Services


Banking is one of the most used financial services business by the public to help manage their finances. With the passing days and years of technological advancement, the competition became higher, thus, resulting in banks offering different services to keep their current clients and future leads.

To arrive on a decision of what’s best for you to manage your finances, it is beneficial to at least know what are the most basic types of services that banking businesses offer.

Individual Banking – Under this are banks offering various types of services to assist individuals in managing their finances, such as:

  • Checking Accounts

  • Savings Accounts

  • Debit and Credit Cards

  • Insurance

  • Wealth Management


Digital Banking – With the help of advanced technology, banks are offering a platform to do transactions without having to go on site. Usually, one can access it as long as there's an internet connection and a device. The services offered in digital banking includes:

  • Online, Mobile, and Tablet Banking

  • Mobile Check Deposit

  • Text Alerts

  • eStatements

  • Online Bill Payments


Loans – This is one of the most common banking services offered, providing loans to people. There are different types of loans that banks provide, the basic ones are the following:

  • Personal Loans

  • Home Equity Loans

  • Home Equity Lines of Credit

  • Home Loans

  • Business Loans


Whether you’re planning to start a banking business or investing in one, it always helps to know what different models you want to pursue so that you can prepare a working plan that will help you yield more profits later on.

 

Creating Financial Services Industry Financial Models


Are you in financial services businesses such as banks, insurance companies, wealth management firms, loan providers, peer to peer lending platforms etc.? Do you plan to start your own Financial service business? Are you interested in investing in businesses in the Financial services sector? Do you need help with your financial planning and other financial analysis, such as financial services industry financial models?

Financial planning in this kind of industry will need a lot of scrutinies due to the huge money involved and the constant flow of transactions which need proper management. From Valuation, Cash Flow Analysis, Financial feasibility, other Financial Projections and Forecast, and all the calculations; the Financial models will cover all that for you.

Start building your very own financial model for a financial services business. Prepare for certain factors that will affect your business operations and avoid unwanted risks. Manage your business in a structured framework where you can get an overview of all the transactions that you need to track and see, to further strategize and earn more income for your business.

How to create a financial model? Either you hire a professional help which costs a lot of money, or you can simply create one yourself. But, a financial model is not as easy as 1-2-3 so you’re bound to hit a wall and in need of help on how to build one yourself. You will also need a lot of studying and research to do, hence it might sound tedious and too time-consuming. Worry not! We have the right solution for you.

 

Financial Model Templates in Excel for Businesses in the Financial Service Sector


The best thing about today’s technology is the accessibility of random things that are helpful to anyone in need. Just like acquiring or downloading Financial services Industry financial models or financial model templates in excel for businesses in the financial services sector.

The choice of working efficiently, saving time from doing all the calculations, preparation and researching will be a lot less time-consuming. All that’s left for you to do is download the template and apply the figures of your business, customizing it according to your preferences.

Above is a list of financial model templates in Excel for Financial Service businesses that you can use as a template for your business plan and financial plan. The Excel templates will serve as a medium to visualize your business’s position, proper business management and preparing for future circumstances too.

No more spending high professional fees and spending a lot of time creating a financial model from scratch, just get a copy of a financial model template in excel for businesses in the financial service sector and you’ll have a professional looking Do-It-Yourself financial model for your business.

If you are looking for a specific financial model template and couldn't find it in our inventory, feel free to comment here: Missing Financial Model Templates, so that our Vendors will pick up that project and will soon add in our still growing inventory.

If you found the template but need help with customization of your preference, we also offer financial modeling services which you can avail here: Custom Financial Modeling Service.

We would be really grateful if you also rate our products and leave a review, comments, suggestions, or any kind of feedback, about our financial model templates, for this will greatly help us shape our templates to be even better in the future.