The financial and professional services vertical at PreScouter encompasses our clients in the financial services, banking, insurance, and media industries. With increased digitization and the advent of powerful new technologies like artificial intelligence and blockchain, these sectors are undergoing vast changes that require continuous innovation and ideation in order to remain competitive. Additionally, millennials are increasingly becoming the major customer segment in these sectors, and addressing their needs will require organizations to keep up and incorporate emerging technologies into their core competencies.

Topics We’ve Worked On

Inquiry Service

Small tasks with a fast turnaround

  • Fact checking / validation
    I recently read an article about laser-based data transfer for internet via satellites. What scientific articles can support this claim?
  • Technology identification
    Identify the top 5-7 professor and startups working on machine learning to identify risk-taking behavior from driver data.
  • Literature/Patent Review
    Identify and summarize 2-3 peer-reviewed studies on use of artificial intelligence used for stock trading.
  • Data review / analysis
    Based on the marketing dollars we spent, is there a correlation between the top 40’s music charts over the past 6 months and our marketing campaign?
  • General inquiries
    How much is online internet piracy costing the television and movie industry each year?

Project-Based Work

In-depth project work

  • Technology Landscape
    Develop a technology landscape all cryptocurrencies currently active and which underlying algorithms they employ.
  • Technology Scouting
    Provide a list of all blockchain technologies and their highest value market applications.
  • Interview / private information acquisition
    Attain an interview with Vimeo to i) understand their 3-5 year vision and ii) see if they would be interested in a joint partnership.
  • Competitive Analysis
    Which streaming video content sites have the ability to compete with major original content producing sites like Netflix, Hulu & Amazon Prime?
  • Market Analysis
    Which technologies are the most likely to change US regulatory statutes on media distribution in the next 5 years.

Learn More

Financial News

12 Feb 2018
Sofiane Boukhalfa
Sofiane Boukhalfa

The Best Tools to Maximize Sales Revenue from Your Existing Leads

What tools can help automate your email outreach, find more qualified leads (like decision makers…

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28 Dec 2017

PreScouter Journal

PreScouter Journal 2017 Roundup & 10 Most Read Articles

It has been quite a year for the PreScouter Journal. Thanks to our great team…

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06 Dec 2017
Sofiane Boukhalfa
Sofiane Boukhalfa

PreScouter Case Study: Late-Stage Technologies that Minimize Financial Risk

The following is a case study report of the work that was carried out by…

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Thought Leader

  • Sofiane Boukhalfa, PhD

    Project Architect

    Sofiane specializes in the high-tech and financial industries. His responsibilities include managing the overall project and scholar team to ensure successful project outcomes for our clients. Sofiane earned his B.S. in Materials Science and Engineering from The University of Illinois at Urbana-Champaign, and his Ph.D. in Materials Science and Engineering from the Georgia Institute of Technology. His research focus was in nanotechnology and energy storage. Since graduating from Georgia Tech, he has worked as an emerging technology and business strategy consultant at several firms and for his own clients.

Work with PreScouter’s Thought Leaders

quote If you let them, they can come up with some pretty interesting concepts. It’s the network and the concepts that really give PreScouter good value for the money. Dr. Nate Miranda

Case Studies

Identify late-stage technologies that will minimize financial risk for my organization
Need: Products that would provide risk mitigation, increasing profit

The Client’s organization specializes in personal and commercial property and casualty insurance. The Client was interested in supplementing standard insurance offerings with interactive tools that could allow customers to take a proactive role in evaluating, preventing, or overcoming the consequences of risky decisions. A major focus of interest was to identify preventing financial risks by limiting cash outflow and protecting savings and minimizing economic losses due to ‘risky’ situations that have already occurred.

The Client’s lead, Director of Innovation Strategy, approached PreScouter to identify algorithms and technologies to 1) address individuals’ risk assessment, 2) predict risk based on individuals’ behavior, 3) notify people about potential hazards, and 4) find behavior modification platforms.

PreScouter assembled a team of Scholars with disciplines ranging from MBAs, PhDs in Economics through PhDs in quantitative scientific disciplines (chemistry & physics) to identify and downselect the Client’s four core technologies. Based on stage-gated meetings with the Client, the Scholar team investigated each of the four proposed solution areas, and the final report included 21 technologies and ten companies that met the Client’s constraints. The Client mentioned that all the technologies presented were on-target, of which 33% of the technologies were of high interest. The Client shared the report with his colleagues and determined the top three technologies for outreach, which the Client conducted internally based on findings in the PreScouter report.

How it Works


Tell PreScouter what you need to be researched.


We’ll present you customized research
and analysis. Which areas would you
like PreScouter to research further?


Speed up your technology and business planning and make better use of your internal resources.

Get Started on a Project