Financial Services Industry Consulting

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Market-facing advisory and strategy for financial services

Financial Service clients face complex strategic challenges of how to remain competitive in their marketplace, while anticipating and adapting to an ever-changing regulatory and compliance environment. Organizations are looking to optimize their investments in Financial Services capabilities, enabling them to gain competitive advantage, improved business operations and modernize their capabilities without risk to the current process and revenue streams.

Our teams of business strategists, program managers and solutions architects
possess deep Financial Services industry experience.

EI’s Financial Services Industry Consulting practices are organized by industry vertical. Our teams of business strategists, program managers and solutions architects possess deep Financial Services industry experience. Team expertise encompasses Retirement Services, Wealth Management, Brokerage, Banking, Insurance and Trust Services. Advisory engagements produce Strategic Roadmaps that chart courses forward through strategic objectives and changes in compliance and regulatory requirements. These roadmaps can then be handed off to our Business and Technology Solutions offerings teams, to operationalize the strategy, and drive transformation through operations and streamline technology investment portfolios with the most appropriate solutions aligned to the business strategy.

 

Financial Services Industry:

Wealth Management Insurance Banking
Trust Services Brokerage AML/Risk Management

 

In business, what’s dangerous is not to evolve.
 

— Jeff Bezos,
CEO of Amazon