Consulting in
Portugal

“The technical approach and the high degree of adaptation of its services and products to the reality of the institutions with which it works characterize Afi's activity. Our team in Portugal accompanies organizations in the challenges they face, getting deeply involved until they are resolved.”
— Juan Manuel Bazo, partner of Afi.
Our knowledge in economics, finance and technology, backed by more than 35 years of experience, allows us to effectively and practically address the following areas:
- Economic and market analysis
- Specialized Consulting for Banking and Insurance
- Asset Management and Consulting Services
- Corporate Finance
- Data analysis
- Applied Economics
- Quantitative finance
- Public Finance
- Regulation and compliance
- Digital Technology and Solutions
- Training and teaching
We work on projects of a particularly technical and complex nature that require specialized knowledge in the field. Our clients include some of the world's largest banks, insurance companies and non-financial companies, as well as rural banks, SMEs and small investment services firms.
In Portugal, Afi mainly supports the banking sector, the insurance sector, non-financial companies and investment services firms in responding to the challenges they face in terms of regulation, risk analysis and management, development and validation of models (rating and/or scoring), sustainable finance and digital solutions.
Our proposal for action is based on innovation, technical rigor and a strong customer orientation.
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Technical Excellence
As a company and individually, we always strive for technical excellence in our customer service. We are driven by intellectual ambition, curiosity and continuous learning.
Effort and efficiency
We seek to provide greater added value in everything we do. The basis of our efficiency is the value generated in each project, in its correct definition, assessment and planning.
Flexibility and Responsibility
We are an agile organization, with the capacity to adapt and project perspective. We manage our projects from a multidisciplinary perspective, providing value in a differential way.
Generosity
Our priority is to anticipate the needs of our customers. We work in a collaborative environment with our clients and colleagues, setting transparent evaluation criteria.