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

Transforming into an analytics-driven insurance carrier
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Transforming Into an Analytics-Driven Insurance Carrier

January 2016—Insurance carriers are already using data science to improve in a number of business areas. Now the challenge is to shift from advanced analytics as an enabler to being the core way of doing business.

Fundamental review of the trading book
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The Fundamental Review of the Trading Book: Implications and actions for banks

December 2015–The FRTB framework promulgated by the Basel Committee on Banking Supervision to improve trading book capital requirements will necessitate rapid and potentially drastic change for all banks with a trading presence. There are five critical steps banks should take to prepare.

Beyond the hype

Beyond the hype: Blockchains in capital markets

December 2015—Blockchains have the potential to dramatically reshape the capital markets industry, with significant impact on business models, reductions in risk and savings of cost and capital. However, the revolution will not happen overnight.

Cutting Through the FinTech Noise
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Cutting through the FinTech noise: Markers of success, imperatives for banks

December 2015—Regardless of the success or failure of individual FinTech players, banks should be looking for important signals amidst the noise to build six key capabilities and reposition business models and cultures for success.

Navigating the shifting terrain
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Navigating the shifting terrain of North American asset management

November 2015—Fundamental shifts in client demand, product innovation, distribution, technology and regulation are reshaping the terrain of North American asset management and will require asset managers to rethink their traditional operating models. The industry is at an inflection point on a number of these dimensions, and the next five years represent a once-in-a-generation opportunity for firms to position themselves for lasting success.

The Fight for the Customer: McKinsey Global Banking Annual Review 2015
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The fight for the customer: McKinsey global banking annual review 2015

September 2015—While the global banking industry has achieved a modicum of stability over the past several years, earning a record $1 trillion in 2014 and recording a 9.5% return on equity for the third consecutive year, banks now face rising competitive threats on all sides as new technology companies and others seek to poach their customers.

Payments in Asia
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Payments in Asia: At the vanguard of digital innovation

October 2015—Digitization of business processes and the emergence of new platforms for payments and finance bring both challenges and opportunities to payments businesses operating within Asia or serving clients who trade with Asia.

Two Routes to Digital Success In Capital Markets
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Two routes to digital success in capital markets

October 2015—There are two routes to digital success in capital markets. The first, the all-in approach, makes sense for only a handful of banks with a strong propensity for electronic trading and a track record of technology delivery. The second route is targeted, with digital investments limited and tightly focused on protecting client franchises and reducing operating costs. Both approaches will deliver significant savings.

Global Payments 2015: A Healthy Industry Confronts Disruption
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Global payments 2015: A healthy industry confronts disruption

October 2015—The global payments industry will continue to grow at a healthy rate during the next five years. But there will be a rebalancing of revenue sources and powerful disruptive forces will begin to reshape the global landscape.

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.

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Pedro Rodeia

Pedro Rodeia

Director
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