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Sector

Financial services

We help our financial services clients deliver lasting change that not only transforms business performance, but also sets them up to be more agile and responsive to future opportunities

“In financial services, changing behaviours to restore trust and reputation is currently one of the most important and difficult challenges. We can help you accelerate your culture change by making it come to life through your business strategies, your projects and the way you lead and manage your people.”

Simon Close

Contact Simon Simon

“In financial services, changing behaviours to restore trust and reputation is currently one of the most important and difficult challenges. We can help you accelerate your culture change by making it come to life through your business strategies, your projects and the way you lead and manage your people.”

Simon Close

Contact Simon Simon

Financial services consulting: helping you adapt and transform

A new wave of complex challenges are reshaping the financial services sector: new competitors present a threat to market share; digital capabilities heighten customer expectations; and regulatory requirements are evolving. It’s vital that financial services organizations continue to adapt and transform their operations to ensure they remain competitive within an ever-changing sector.

The pace of innovation and sheer magnitude of change seen within the financial services sector are higher today than ever before. Whether it’s leading multi-faceted technology transformation programs, appraising operational capabilities, or developing a new organization structure, The Berkeley Partnership’s financial services clients repeatedly turn to us for help. 

Financial services consulting: helping you capitalise on your data assets

Financial services is one of the most data-rich sectors in the global economy. However, many financial services organizations struggle to effectively leverage this data. Without a firm grasp on these insights, decision-making in areas such as profitability, risk, and operations can prove difficult. Our financial services consultants work alongside our clients to ensure they are able to define and obtain these critical insights and make decisions that better place their organization within the market.

Financial services consulting: integrating risk management and operational resilience disciplines

Today, operational resilience is just as important as financial resilience as a strategic imperative. Financial services organizations need to mature their operational resilience to meet regulatory requirements, reduce the impact of operational interruptions, and enhance customer trust. 

Wherever you are in your resilience journey, we can assist. Whether you need a maturity assessment and benchmarking against proprietary and industry frameworks (e.g. NIST), remediation plans or an internal case for change – we’re experienced partners that you can trust.

Financial services consulting: enabling digital-first business strategies

Many financial institutions are working with legacy IT estates, running core systems and applications that have been underinvested and do not meet the rising expectations of their customers. By implementing technology modernization transformations, businesses can reduce their spend on maintaining technology and enhance the service level they provide, both internally and externally. Our clients choose to work with us because our financial services consultants are experts in shaping transformation projects and optimising delivery.

Financial services consulting: drive and embed changes to your structure and operating model

Successfully addressing the trends impacting the sector often requires a significant shift in the mindset and actions of your workforce; teams and people must be disciplined to deliver on strategic priorities, but nimble enough to respond to new opportunities. We work with our financial services clients to define and implement new organization structures and changes to their operating model, but we’re equally adept at consulting on the cultural journey and embedding new ways of working. 

Sector

Private equity

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The team's engagement and collaborative approach worked well. The reporting style is very clear which helps the accountable exec explain consequences to the Board. The content is driving our Financial Crime Plan."

Head of Compliance, a financial services company

Clients often ask us...

Question 1

What must our next wave of digital transformation include?

Question 2

How do we turn our vast amounts of financial services data into actionable customer insights?

Question 3

How do we deliver transformation more agilely, while at the same time ensuring value realization?

Question 4

How do we modernize core legacy IT systems without putting our operations at risk?

Question 5

How do we proactively meet financial compliance commitments in a cost-effective manner?

Question 6

How should we respond to increased competition from both established technology giants as well as emerging fintech players?