We have an extensive experience in successful implementation of complex cross-functional transformation project in the field of development strategies, digital transformation strategies, new products and sales channels for large banks and financial services companies.

Key tasks for your business:

  • Increase business value
  • Assist the management in the strategic decision-making
  • Increase net profit
  • Improve market positioning
  • Entry into new markets
  • Develop new types of business

Our services

Development strategy

  • Strategy development for a bank/financial services company as a whole
  • Development of strategy for certain business lines of a bank/financial services company
  • Sales channel development strategy for a bank/financial services company
  • Development of a new market entry strategy
  • Market modeling and forecasting, including revenue pools
  • Strategic financial models
  • Assistance in implementing development strategy for a bank/financial services company

Digital transformation strategy

  • Digital transformation strategy development and implementation for a bank/financial services company
  • Pilot implementation of digital technologies (AI, ML, RPA, chat bots, big data) and confirmation of feasibility
  • FinTech, RegTech and InsurTech implementation
  • Establishment of digital centers of excellence
  • Digital sales/service channel optimization
  • Product and application rationalization in a digital environment
  • Customer journey digital transformation

Selected projects

  • Strategy for developing agency and partner products (all lines of business) for a Top-10 Russian bank
  • Digital transformation strategy for a bank, one of the auto-lending leaders 
  • Developing an agency sales network strategy for a major insurance company
  • Market analysis and strategy formulation (business plan and key strategic initiatives) for a Top-5 life insurance company