Sectors
Sectors
- B2B & Professional Services
- Consumer Goods
- Education & Training
- Energy & Utilities
- Engineering, Construction & Real Estate
- Industrials & Manufacturing
- Logistics & Transportation
- Pharma & Healthcare
- Primary Industries
- Private Equity
- Public & Social Sector
- Retail
- TMT (Telecoms, Media, Technology)
- Travel, Leisure & Hospitality
Financial Services
We serve the full breadth of financial services firms – from traditional and challenger banks to wealth managers, payments and insurance players. In a world of increasing digital disruption, we help them to choose and succeed in their customer segments, building strong digital and omni-channel propositions and customer experiences, repositioning products, and developing resilient and efficient operating and customer service models.
Related case studies
Pensions strategy for a leading European insurer
Reviewed this major insurer’s pensions strategy in light of an anticipated and undefined regulatory overhaul, equipping it for every scenario.
We worked closely with management to develop regulatory reform scenarios and the strategic implications of each. This culminated in a series of ‘no regret moves’ and action plans to follow in each of four possible scenarios as more clarity emerged on the reforms, resulting in our client being well-prepared as the reforms played out.
M&A strategy for a composite insurance company
For a European composite insurance company, developed an M&A strategy that enabled them to capture a market leading position.
Our team worked closely with the client’s Strategy and M&A heads to shape an acquisition strategy underpinned by strategic analysis per business line, the evaluation of alternative strategic scenarios, and prioritised target lists for each scenario. The result was a shared strategy that the client went on to execute with great success.
Cost reduction PMO for a leading retail bank
Designed and led a cost reduction programme for a retail bank to drive a further 10% out of an already-lean cost base.
The programme deliberately combined our external orchestration, expertise and challenge with firmly-held internal accountability for identifying and driving out the programme’s benefits, resulting in high levels of ownership. The successful implementation quickly realised a first tranche of benefits and is on track to deliver them all within a three year period.
D2C proposition for a wealth manager
With a major UK wealth manager, defined an innovative mass affluent proposition, exploiting new technology to serve a new market.
Our client had shaped a high-level approach for a new, tech-enabled D2C proposition to the mass affluent, advised retirement segment. Working closely with the group strategy team, we validated and refined their plans, building a more detailed blueprint and enabling them to gain internal and board backing for further investment.
Payments strategy for a global airline
Developed a strategy for this international airline’s payments operations, shaping a potential £50m revenue uplift and £10-20m cost reduction.
We assessed the customer journey vs. their future needs and developed initiatives to significantly upgrade the customer experience, embed a multi-acquirer strategy, reduce fees to existing acquirers, and define a new payments system architecture.
Growth strategy in consumer finance
For a retail bank’s Consumer Finance division, we developed a strategy focused on innovative product opportunities to grow share in target markets.
As an integrated project team we worked with the client to identify the opportunities and detailed requirements for success, primarily in cards and asset financing, which led to fast product prototyping and piloting, and investments in key product areas to drive share gains in target markets.
Value creation in home appliance aftercare
Developed an ambitious value creation plan with a PE-backed insurance player, transforming every aspect of the customer journey and set to deliver a £65m increase in EBITDA.
Working hand in hand with the executive committee and a dedicated client team, we developed an ambitious and achievable plan focused initially on digital transformation and cost reduction to create a scalable foundation for growth; the plan has already delivered sharply improved customer satisfaction as well as the targeted cost savings.
Implementing the Agile transition for a European insurer
Led an Agile transformation for a European insurer, releasing significant cost savings and a step-change in customer and market responsiveness.
This ambitious new organisation drastically delayered the business and fundamentally redrew team structures. We set up the PMO and workstreams, worked with teams to detail the design and the implementation, and coached the workstreams beyond ‘day one’, fine-tuning governance and unblocking obstacles to delivery.
Target operating model for a UK development bank
Designed the target operating model and organisation for an economic development institution, underpinning its growth from handling £7bn total commitments to over £80bn.
Working closely with the top team on diagnosis, and facilitating functional teams to detail options and plans, we reviewed, redefined and implemented a new operating model and organisational structure that transformed every functional area and enabled a significant step-up in activity.