Who we are

  J.C.Moritz is a company dedicated to providing the investment research and industry advisory services to professional institutions. We build effective communication platform between the enterprises and research institutions, consulting company, investment institutions and domestic first-class industry consultant, key information communication industry.    

What we do

  Working closely with our clients, J.C.Moritz gathers and analyzes the strategic market intelligence they need for making wiser decisions.    To support our clients, we develop the actionable, strategic recommendations to better evaluate market opportunities and consumer behaviors so as to strengthen their long-term revenue growth.    

How we work

  Qualitative and quantitative researches are most commonly used at J.C.Moritz and we have developed a wide range of data collection methods. In real project scenarios, while applying normative rules, we further tailor our methods to better meet customers’ requirements.   We also build effective communication platform between enterprises and investment instit

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Government and regulatory agencies play a key role in development of the financial industry. It has brought more pressure for domestic and foreign enterprises. In the rapidly changing environment, enterprises must find balance among their growth, profit and risk.




J.C.Moritz forecasts the economic prospects and help clients get prepared for the corresponding changes. We are committed to meet requirements from banks, insurance, asset management and securities companies and individual customers to help them achieve profitability. Our financial research areas include retail and investment banking, insurance companies, securities companies and investment Service Corporation, etc. We use a series of proprietary technology and marketing model to provide customers with marketing research, brand and advertising research, satisfaction and loyalty research, public affairs, and media studies. By our team of experts, we actively assist many customers in to establish a strong professional ability, such as capital strategy, risk management, organization, operations, information technology, marketing and sales force, etc. We also provide advices to many leading foreign financial institutions on the market growth strategy, involving mergers and acquisitions, joint ventures and cooperative initiatives.


Financial services players will need to harness better business models to overcome shortcomings of the past and current challenges. J.C.Moritz draws on deep experience across industries to help financial services institutions in China find innovative ways to optimize processes, reduce back office costs, align IT, manage risks, capture the economic benefits of building loyal customers, and plan for evolving competitive and regulatory landscapes.


We work with leading institutions in the banking and insurance sectors in all major areas, including:


   Retail banking

   Private banking and wealth management

   Clients and capital markets business

   Transaction banking

   Asset management 

   Life and property insurance

   Health insurance


   Risk, liquidity and capital management

   Stock markets