Industries

Financial Services

Strategic advisory for banks, fintech, insurance, and payments companies navigating regulatory complexity and digital disruption.

Our Expertise

Financial services is one of our core focus areas. We understand the unique challenges of operating in a highly regulated environment while navigating digital disruption and changing customer expectations.

Our team brings deep experience across banking, insurance, payments, and fintech—combining strategic insight with practical understanding of regulatory requirements and operational realities.

We work with incumbent institutions modernizing their operations, fintechs scaling their businesses, and investors evaluating opportunities in the sector.

Segments We Serve

Banks & Lending

Traditional banks, specialty lenders, and credit institutions

Fintech

Digital banking, payments innovation, and financial technology

Insurance

Life, non-life, reinsurance, and insurtech

Payments

Payment processing, acquiring, and money transfer

Factoring & Leasing

Trade finance, factoring, and asset-based lending

How We Help

We support financial services clients across the full range of strategic and operational challenges.

Corporate & Growth Strategy

Define strategic direction and identify growth opportunities in a rapidly evolving financial services landscape.

Digital Transformation

Navigate digital disruption and modernize operations while maintaining regulatory compliance and customer trust.

Regulatory Strategy

Turn regulatory requirements into strategic advantage through proactive compliance and efficient operating models.

Commercial Due Diligence

Rigorous assessment of fintech and financial services targets for PE investors and strategic acquirers.

Post-Merger Integration

Capture synergies and manage integration complexity in financial services M&A transactions.

Operating Model Design

Design efficient, compliant operating models that balance risk management with commercial effectiveness.

Industry Trends

Financial services faces fundamental transformation. Understanding these dynamics shapes how we approach strategic challenges in the sector.

Digital Disruption

Fintechs continue to challenge incumbents across payments, lending, and wealth management. Traditional players must accelerate digitalization while managing legacy infrastructure.

Regulatory Evolution

Evolving regulations around data privacy, open banking, and ESG create both compliance burdens and strategic opportunities for differentiation.

Consolidation

Scale pressures and technology investments drive ongoing consolidation, particularly in banking, payments, and insurance.

Embedded Finance

Financial services increasingly embedded in non-financial platforms, creating new distribution models and partnership opportunities.

Our Financial Services Perspective

Financial services is one of our core focus areas. Our team brings direct experience from banks, insurance companies, fintechs, and financial services consulting. We understand the sector's unique dynamics—regulatory complexity, technology-driven disruption, and the critical importance of trust and risk management.

We work with incumbent institutions navigating digital transformation, fintechs scaling their operations, and PE investors evaluating opportunities in the sector. Our Nordic heritage gives us particular depth in Scandinavian financial services, while our international experience enables us to support cross-border expansion and global strategy development.

Work with us in Financial Services

Let's discuss how we can support your strategic objectives.