Financial services players will need to harness better business models to overcome shortcomings of the past and current challenges. ExpertActions draws on deep experience across industries to help financial services institutions in every region find innovative ways to optimize processes, reduce back office costs, align IT, manage risks, capture the economic benefits of building loyal customers, and plan for evolving competitive and regulatory landscapes. We work with institutions in the banking and insurance sectors in all major areas, including:

  • Retail banking
  • Private banking and wealth management
  • Clients and capital markets business
  • Transaction banking
  • Asset management
  • Life and property insurance
  • Health insurance
  • Reinsurance
  • Risk, liquidity and capital management
  • Stock markets

ExpertActions has deep expertise in financial services, but we also look beyond the industry and draw upon our capabilities experience. We tailor these offerings to the needs of our financial services clients to help them solve problems or pursue opportunities in many areas, including:

Growth strategy - Organizational effectiveness - Operational excellence - Information technology - Mergers and acquisitions - Change management - Private equity - Performance improvement - Customer loyalty and insights

How can we help you?

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We work with our financial services clients as partners. Together we develop clear, practical action plans, and support or run the implementation of those plans to ensure real and sustainable performance improvement. We have worked with leading financial services companies in many strategic and operational areas, such as:

Customer orientation to drive organic growth. We have worked with banks and insurance companies around the world to strengthen their customer focus in all their operations. We have redesigned processes at all customer touch points with the organization and installed feedback loops to ensure the voice of the customer is heard and acted on.

Reducing costs and complexity to improve performance. Financial services firms that consistently marry greater efficiency with higher productivity in serving customers generate the highest shareholder returns. ExpertActions works with leading services firms to strip complexity out of products and processes, and reduce costs as a way of bolstering or rebuilding margins.

Harnessing and sourcing information technology that is aligned with strategic goals.Today's financial services firms must have a technology strategy that's both sophisticated and efficient if they are to compete successfully. We help our financial services clients decide how best to source technology and ensure that information technology is aligned with business growth objectives and delivers effectively on its promise.

Integrating acquired companies to realize the most value. Successful merger integration lies in a few, powerful guiding principles: Tailor the integration thesis to the deal thesis; integrate where it matters; and act with deliberate speed. We have worked with financial services firms around the world to integrate acquisitions quickly and accelerate the delivery of expected value. Increasingly, we support clients that absorb acquisitions in the developing growth markets for financial services of Asia, Africa and Latin America.

Making and executing key decisions better and faster to fuel unprecedented financial performance. Financial institutions’ ability to react nimbly to mounting industry pressures depends on how effectively the make critical decisions. We work with financial institutions to identify the highest value decision opportunities, establish clarity about decision accountabilities, and build enduring behaviors, measures and incentives throughout the organization to continuously produce faster, better decisions, faster action, and improved efficiency.