Financial Services

Across the financial services industry, companies are facing an unprecedented range of market challenges as revenue sources shift, cost pressures rise, customer behaviors evolve, regulatory scrutiny increases, and business models transform. Advances in technology have impacted the market landscape enabling the rise of fintech, emergence of digital currencies, and use of AI in trading and transaction processing. Some businesses are adapting to changing market dynamics, while others are struggling to maintain profitability.

We help financial services clients meet market challenges, improve operations and organizational structure, and identify white space opportunities. We have experience working with a range of financial services sectors including consumer and commercial banking, insurance, commercial & auto finance, investment management, institutional bank office services, investment banking, and brokerage.