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FINANCIAL SERVICES

Creating the future

A new world for financial services

Financial services are the cornerstone of the global economy. The sector is expansive and diverse, with each organisation responding to its own set of consumer, regulatory, and market dynamics. We understand the complexities of this unique industry and can help you innovate your way through current challenges.

Wealth management and private banking

Wealth management and private banks are undergoing seismic change. New technologies, changing regulations, evolving customer demands, and the democratisation of wealth management and private banking services—all these factors have pushed firms to reconsider their business models.

At the same time, the consolidation of the market through private equity and M&A has impacted not just operating models, but people, culture, and ways of working.

So how to thrive in this rapidly evolving industry? Embrace change: refine your business models, transform customer experience, and offer holistic, advanced, digital financial advice.

Banking and capital markets

Retail banks face a range of challenges in an atmosphere of uncertainty.

Firstly, rising customer expectations for personalised and seamless digital experiences. Regulation is changing too, placing great demands on businesses to improve resilience, ESG, and consumer protection. Meanwhile, the rise of AI and fintechs is straining the traditional models banks have relied upon for decades.

To navigate this storm, retail banks must adopt new technologies, improve customer experience, and confidently meet regulations. Sustainable growth will come.

Insurance

Rapid AI adoption, changing customer demand, and evolving regulations are transforming the insurance industry. To thrive, insurance companies must improve their employee experience by retaining talent, closing DEI gaps, and introducing technologies that improve automation and efficiency.

Firms must also use AI to reshape critical claims and underwriting processes—while navigating evolving climate risk, cyber threats, and emerging Insurtech competition.

The future is in agile and customer-focused business models, underscored by AI adoption and an excellent employee offering.

Our expertise

We’ve worked with some of the largest and most influential financial services companies on ambitious transformation programmes. See our client stories here.

Tackling financial crime

Leading a flagship, industry-leading financial crime payments programme for a global investment bank.

Strategically transforming a technology landscape

Leading the transformation of policy administration and data systems for a London Market insurer.

Meet some of our team

Alex Cossor
Principal
Christopher Minnis
Principal
Hannah Seeber
Principal
Cathy Porritt
Manager
Christopher Minnis
Principal
Andrew Kelly
Senior consultant
Alex Cossor
Manager
Cathy Porritt
Manager
Alex Cossor
Manager
Alex Cossor
Manager
Cathy Porritt
Manager
Alex Jewkes
Manager
Alex Cossor
Manager

If you would like to speak to us about how we can help you address past and future strategic challenges, please contact Alex Cossor.