• Wealth Management & Life Insurance
    Refining business models; prioritising expansion opportunities; running change programmes...
  • General Insurance
    Growth strategies; claims effectiveness; assessing the impact of regulatory changes...
  • Banking
    Developing internet financial services models; expanding coverage and profitability; business unit and segment strategies...

Examples of our work in the Financial Services industry

Wealth Management & Life Insurance

Helping a leading wealth manager to redefine its business model to substantially enhance the value and volume of new business despite regulatory changes that undermined its traditional approach.

Assisting a leading life insurer to entirely reposition its business including refocusing its target segments, developing new value propositions, and designing the supporting offers. Also developing and running the change programme office.

Assisting group management to assess the viability of wealth management divisions and to develop strategies to maximise value to the group.

Helping an international life insurer to prioritise global markets for expansion and identify entry and growth strategies.

General Insurance

Working with a commercial insurer to develop a coherent strategy to grow above system while increasing economic profits.

Assisting a leading insurer to enhance the claims effectiveness of its personal lines insurance operation.

Supporting a large personal lines insurer to assess the impact of regulatory change on its pricing strategy and decisions.

Banking

Assisting a leading consumer brand to design an internet financial services model

Helping a leading global investment bank to identify profit improvement opportunities in its trading operation.

Developing European bank coverage for a leading global independent institutional stockbroker.

Supporting a European bank to design and implement a small business banking strategy and business model.

Working with a major investor to identify opportunities where discontinuities created large, value-creating opportunities for greenfield internet entry into financial services