Industry · Financial and Investors

Financial Services

Lower cost to serve, digital growth and regulatory change.

Who we serve

Retail, commercial and investment banks, asset and wealth managers, payments providers and fintechs. Digital competitors are taking customers while regulators raise the bar on capital, conduct and data.

Sectors

  • Retail and commercial banking
  • Corporate and investment banking
  • Asset and wealth management
  • Payments and transaction banking
  • Fintech

The agenda

What leadership teams are dealing with.

Digital banking
Onboarding, mobile channels and products that win customers and keep their deposits.
Cost-to-income ratio
Operating models, automation and AI (artificial intelligence) that lower cost to serve for good.
Regulation and risk
Meeting prudential, conduct, anti-money-laundering and data rules without building duplicate processes.
Wealth and payments
Building fee income from wealth management, cards and payments as lending margins move.

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