Forging the future of financial services

Challenges facing the financial services sector

The financial services sector is a cornerstone of the global economy. Its expansive nature means that the needs of the industry are not one-size fits all, rather each organisation has its own complex set of customer, regulatory and market dynamics. As trusted transformation partners, we can help you find innovative ways to address past and current strategic challenges.


Banks are grappling with a multi-faceted, challenging change agenda. With the march of digital and fintech, customers expect integrated, seamless, cross-channel experiences and increasingly want their banks to have a societal purpose. The rise of digital increases fraud and cybersecurity risks, while the role of regulators is evolving to focus on increased supervision and enforcement. Added to this, low interest rates and a rise in bad loans post-pandemic are causing ongoing return-in-equity challenges, meaning banks must focus on structural cost reduction and operational efficiency.


Insurtech is driving insurers to enhance the experiences of their customers, brokers and cover holders alike, as well as improving their use and management of data. New propositions and services are ever-more important to meeting customer needs. Many insurers must also address fragmented and dated legacy systems, which have high operational costs and constrain innovation. These changes need to be managed against a backdrop of greater regulation and the FCA’s conduct spotlight, which is increasingly focusing on the insurance industry.

Capital markets

Those in capital markets face an uncertain time post-Brexit and post-pandemic. Firms must implement more agile and resilient operating models while meeting evolving regulator expectations and managing conduct risk. They also need to accelerate their cost reduction agendas, which includes addressing the cost of compliance. Fintech continues to gain traction and is likely to get a shot in the arm post-Brexit. This means capital markets players must provide better digital experiences, manage the transition to a more client-centric approach and embrace innovation.

Our Credentials

We are privileged to be supporting some of the largest and most influential financial services organisations as they design and execute their most complex change agendas. View some of 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.

The Gate One team did a phenomenal job. I am not an easy marker, but I am extremely pleased with both the team's performance and the attitude they brought. We have been very successful and the team has played an integral role in the results we have achieved.

CEO, capital markets organisation

Our Insights

Our team of experts share their insights about the things that matter in the financial services sector. You can read some of them here.


Meet some of our team

Alex McEvoy
Mark Saldanha
Richard Rajamogan
Tash Grossman
Fabien Jurdant
Directeur client
Alex McEvoy
Mark Saldanha
Richard Rajamogan

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

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