FINANCIAL SERVICES
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.
Our Insights
Read insights from our financial services experts here.
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AI-driven personalisation: The new standard in financial services
AI-driven personalisation: The new standard in financial services
Compliance and culture: finding the balance in Financial Services
Compliance and culture: finding the balance in Financial Services
Meet some of our team
Alex has spent a decade delivering complex strategy, digital, and business transformation projects across financial services. Through his experience, he understands the regulatory and market dynamics shaping the future and how clients need to adapt. He’s passionate about leading teams through change and building long-lasting client relationships.
Christopher specialises in managing complex portfolios and programme delivery. He has 14 years’ experience working in the UK and Irish financial services sector. Christopher has extensive experience in programme management, and has been involved in several multi-vendor, multi-year programmes tasked with implementing critical risk, regulatory and technology change. He’s proud to have been part of a team winning the PMI Private Sector Project of the Year award.
Hannah specialises in financial services, with particular experience in retail and investment banking. She has a proven track record in M&A, pre- and post-deal, and has a wealth of experience in complex Tech and HR Transformations. Her expertise extends to operating models and navigating complex financial services regulation.
Passionate about driving transformative change in large and complex organisations, Chris brings over 13 years of industry and consulting experience to the table. Throughout his career, he has been deeply involved in the Irish and UK markets, primarily within the Financial Services sector. His focus has revolved around spearheading risk and regulatory programmes, specialising in complex transformation leadership and programme delivery. Currently, Chris holds the position of Principal Consultant and FS sector lead at Gate One Ireland, where he specialises in leading large-scale complex transformation projects for both domestic and international financial services clients. Collaborating closely with our clients, we strive to revolutionise their business, technology, and operational capabilities, driving revenue growth, facilitating digital transformation, and enhancing operational stability and efficiency.
Andy is a seasoned senior consultant with a strong background in Financial Services and Life Sciences with over 7 years of experience in consulting. He specializes in Project Management, PMO, and Business Analysis within the realm of Digital Transformation, Change Management, Regulatory compliance, and Service Improvement. Andy’s expertise also extends to Information security and Quality Management, making him well-versed in ensuring the highest client standards are met in these critical areas.
Alex is an accomplished management consultant, delivering strategy, operating model, business and digital transformation projects across a wide variety of financial services organisations. Alex has experience in investment banking, with a passion for leading digital transformation design and delivery. He also has experience delivering strategy and change projects for financial intermediates, private banks and wealth managers.
Alex is an accomplished management consultant, delivering strategy, operating model, business and digital transformation projects across a wide variety of financial services organisations. Alex has experience in investment banking, with a passion for leading digital transformation design and delivery. He also has experience delivering strategy and change projects for financial intermediates, private banks and wealth managers.
If you would like to speak to us about how we can help you address past and future strategic challenges, please contact Alex Cossor.
