
Financial Services
Adapt to regulatory scrutiny and expectations, effectively manage increased complexity, and provide tighter governance and transparency.
Read MoreAdapt to regulatory scrutiny and expectations, effectively manage increased complexity, and provide tighter governance and transparency.
Read MoreEnable greater workforce productivity with digitally optimized ways of working and processes.
Enable greater workforce productivity with digitally optimized ways of working and processes.
Establish scalable, interoperable digital foundations to fuel greater insights while reducing costs of service.
Establish scalable, interoperable digital foundations to fuel greater insights while reducing costs of service.
Tech Expertise
The Financial Services industry is a dynamic sector with many interconnected systems, processes, and stakeholders. Our industry perspective is rooted in a top-down view of the entire ecosystem, including professionals, clients, and institutions. We focus specifically on the integration of people, technologies, and operations to create a more effective U.S. Financial Services system.
Leveraging advanced data and analytics to drive strategic decision-making and improve operational efficiency. Offering expertise in data management, predictive modeling, risk analysis, enabling clients to better understand market trends, customer behavior and risks. Additionally helping to implement cutting-edge analytics tools and technologies to optimize financial performance and compliance.
Industry Capabilities
- Master Data Management
- Data Governance Design & Execution
- Business Performance Management
- Machine learning
- M&A advisory and due diligence
- Risk modeling
- Capital market
Helping clients assess market opportunities, integrate new capabilities or organizations, and de-risk financial operations. Focus areas include strategy design and deployment, operations management, organization design and business performance management.
Industry Capabilities
- Professional Engagement and Satisfaction
- Digital Services Solutions
- Communication and Collaboration Tools
- Planning Coordination and Management
- Pre and post merger integration
Driving the migration of legacy systems to cloud-based platforms, enhancing cybersecurity measures and integrating innovative fintech solutions, enabling institutions to improve customer experiences, streamline operations and reduce costs.
Industry Capabilities
- Underwriting Processing Automation
- Financial Market Insights and trends
- Financial Data Management
- Regulatory Compliance Reporting
- Financial Forecasting
Leading the design of personalized customer journeys, improve digital engagement, and optimize marketing campaigns through advanced analytics and customer insights. Assisting in brand positioning and market segmentation to ensure targeted and effective outreach, driving customer loyalty and growth.
Industry Capabilities
- Marketing Vendor Portfolio
- Marketing Operations and Strategy
- Data-Driven Marketing
- Client Acquisition and Retention
- Public Relations and Communications Organization
- Client Experience Enhancement
Stay in Compliance and Avoid Scrutiny from Regulators with Improved Processes
Our team of experts has deep industry expertise and experience in regulatory remediation. We’ll create the appropriate checks or controls and perform tests ahead of regulator audits so you can feel confident that you’ll get it right the first time. We’ll also implement the right controls and enable proactive monitoring to protect your organization. With our focus on scale and speed, our approach enables faster activation and resolution. Let’s get started.

Stay in Compliance and Avoid Scrutiny from Regulators with Improved Processes
98%
of clients say we flex for change

One of 14 leading organizational change management providers.
Forrester
2022 Organizational Change Management Landscape

Major player in its recent reports on People Organizational Consulting and Employee Experience.
IDC
2022 MarketScape Report for People and Organizational Consulting
93%
of clients say we deliver value fast
92%
of clients are repeat buyers

One of six Pacesetters in digital transformation and digital services.
ALM Intelligence
2022-23 Pacesetter Report
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