Financial Services

The IQ and EQ to help you reimagine your business

The pace of change in financial services has never been greater, as customer expectations increase, technology advances, and regulation evolves. Our specialists help you see over the horizon and enable you to fully embrace the potential of your business. Together, we shape and build the future of your business with you and your teams. We do this with the passion, curiosity and care that you need to be true to your purpose and promises to customers and society.

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    Delivered customer-focused purpose- led strategy

    We helped a major bank’s commercial division to put customers at the heart of how they operate and deliver on their purpose-led strategy

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    20% boost in productivity and improvement in customer service

    We led a large-scale agile transformation, boosting skills and capabilities. This increased operational and customer service capacity by 20% in a cost constrained environment

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    Build data protection systems

    Using innovative cyber risk evaluation and protection techniques, we helped global bank deliver the next level of customer data safeguards, ensuring privacy and a best-in-class customer service

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Our Expertise

From banking and markets to insurance, pensions, and wealth management, we help financial services businesses modernise platforms, harness data and AI, navigate risk and regulation, streamline operations, and lead the transition to a greener economy.

Banking and Capital Markets

From sustainable finance to improving services for vulnerable customers, we’ll put you at the forefront of change. We cut through complexity, help you respond to regulation, manage stakeholder expectations, and improve cost efficiency. 

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Finance, Risk, and Compliance

We work alongside your risk and compliance teams to achieve outcomes that go beyond compliance. With a track record for effective delivery, we design and deliver bespoke solutions to help unpick regulation and identify and mitigate against financial risk.

Work smarter on compliance

Insurance

With expertise spanning the insurance industry, we help you face the challenges of advanced technology and regulation, tackle uncertainty, and grow sustainably while always putting people and purpose first.

Stay ahead in a changing insurance landscape

Long Term Savings and Investments

We bring together industry professionals with actuarial, operational, and ESG specialists. We’re pragmatic and we focus on the real challenges affecting your business, adapting our approach to do what’s right for you.

Shape long-term value

Financial Times Awards 2025

Financial Times 2025 rankings

We have been recognised in the FT survey of leading UK management consultants with rankings in Financial Institutions and Services, Insurance and Finance, Risk & Compliance.

Read more about our FT rankings here

Discover Our Latest Insights

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Navigating Targeted Support

Targeted Support is the FCA’s plan to reshape how firms deliver financial guidance. Act now to understand the impact and opportunity.

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FS in Focus

Discover the forces driving change in global finance. Our experts unpack the trends and policies you need to watch.

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Baringa retail banking survey: legacy tech, lost loyalty

Legacy tech is eroding customer loyalty. Discover why over a third of customers switched banks, and what leaders must do to close the digital experience gap.

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Architecting Loyalty in Financial Services

Financial Services customers and clients want seamless, personalised, instant services. Wherever. From whoever.​ Becoming the financial partner of choice means change.

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Climate Change and Sustainability in Financial Services

We help the financial industry navigate the complex world of climate change and sustainability to deliver your net zero ambitions and drive positive impact.

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U.S. Treasury Central Clearing

Your path to post trade transformation.

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De-risking Risk in Financial Services

The biggest risk a business can take right now is to be insular about risk management.

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Explore Our Impact

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Reimagining customer service for a global financial services organisation

How can AI create a better service experience for everyone?

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Delivering insurance with a personal touch through a single data platform

How can you translate data from a nationwide network and disparate systems, into a single data platform?

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Streamlining home insurance enables reducing operating costs

How do you deliver digital transformation with more certainty, fewer delays and minimal disruption - at a pace that defies conventional expectations?

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Helping a payments provider tackle two climate disclosures challenges at once

If you use scenario analysis for climate risk materiality assessment – can you satisfy both regulatory requirements?

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Connect with our Financial Services team

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Meet Our Experts

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Graeme Swan

Partner and Global Financial Services Lead

Contact Graeme
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Katharine Williams

Partner, expert in Long Term Savings and Investments

Contact Katharine
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Stuart Cook

Partner, expert in Finance, Risk and Compliance

Contact Stuart
Best Workplaces for Wellbeing Award Great Place to Work UK 2025 Financial Times Award 2025

Join an award-winning place to work

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Is digital and AI delivering what your business needs?

Digital and AI can solve your toughest challenges and elevate your business performance. But success isn’t always straightforward. Where can you unlock opportunity? And what does it take to set the foundation for lasting success?

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