Financial Services

Our consultants help financial services firms achieve sustainable improvements in performance. Our perspective is global, and encompasses the full spectrum of banking and insurance sectors and functions.

Latest thinking

New Heights Demand Increasing Agility: Global Asset Management Overview
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New heights demand increasing agility: Global asset management overview

June 2015—The global asset management industry had a record year in 2014. However, asset management firms will need to develop greater agility if they are to maintain leading positions through the next economic cycle.

The virtual financial advisor: Delivering personalized advice in the Digital Age
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The virtual financial advisor: Delivering personalized advice in the digital age

June 2015—Pioneering firms are quickly building execution expertise in delivering remote advice, starting to attract new clients and reaping cost-advantages through the use of advice centers.

digital wallets
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Gauging the disruptive potential of digital wallets

May 2015—Digital wallets must continue to evolve if they are to have a truly disruptive impact on the payments landscape. Providers can improve their chances by focusing on six “markers” for success in payments innovation.

transaction banking
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New partnership models in transaction banking

May 2015—A number of trends are leading to a fundamental rethinking of the traditional model by which banks offer transaction banking services to clients outside their established markets. Four partnership models offer the best opportunities for success.

Faster payments
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Faster payments: Building a business, not just an infrastructure

May 2015—A faster payments infrastructure is not an end in itself, it is an opportunity for banks to deliver innovative products and services in both consumer and corporate payments.

Retail Banking Insights
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Driving revenue growth in retail banking

March 2015—As the US economy experiences positive signs of renewal and growth, proactively setting a revenue growth agenda will become increasingly important for banks, and a consumer-centric approach to product development and services should be a central part of this agenda.

The making of a digital insurer: The path to enhanced profitability, lower costs and stronger customer loyalty
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The making of a digital insurer: The path to enhanced profitability, lower costs and stronger customer loyalty

March 2015—Digital leaders leverage technologies such as mobile, social and cloud to make better decisions, automate processes, deepen their connection with customers, employees and intermediaries, and pursue profitable innovation, all at a rapid development pace.

Leveraging the Digital Potential In Corporate Banking
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Leveraging the digital potential in corporate banking

February 2015—Thus far, only a small number of corporate banks have leveraged the full power of digital to serve their clients. These leaders have already seen significant cost savings and revenue growth by digitally optimizing key points in the corporate banking value chain.

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Pedro Rodeia

Pedro Rodeia

Director
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