Financial Services
The financial services landscape is evolving fast. Regulation is tightening. Digitization is accelerating. Customers expect more, with simpler products, smarter pricing, and seamless digital experiences. From wealth management to insurance, banking to payments, every part of the ecosystem is under pressure to adapt. We work with financial services businesses to sharpen strategies, seize growth and build lasting advantage.
We help our clients
Case Studies
Expertise in action
Growth strategy development
What does it take to turn a mature benefits provider into a double-digit growth story?
Personal Group, an AIM listed provider of insurance and employee benefits, needed clarity on where to focus for future growth across insurance and benefits, to satisfy investor expectations. CIL supported the CEO through three key strategy phases: market sizing, proposition focus and product development. The result: 18% uplift in insurance sales, renewed contracts, and a share price that more than doubled.
Market entry pricing analysis
How did a financial services business test pricing potential before expanding?
A financial services business wanted to understand the sales and pricing potential of a new regional market. Through targeted customer surveys, price sensitivity analysis and contract model tests, CIL found that this market wouldn’t meet the client’s objectives, instead recommending alternative strategies with stronger commercial returns.
Productivity performance reporting
How did better data visibility help a business cut hours leakage by 70%?
A financial services group lacked the reporting tools to effectively drive value across its offices and through employee productivity and performance initiatives. CIL overhauled the reporting infrastructure, building streamlined data pipelines and dynamic Tableau dashboards. The new reporting suite included traffic-light signaling and month-end position predictions against target, making it easy to spot variances in performance against plan early. Within weeks, the client saw a 70% drop in hours leakage and gained a stronger data foundation to support performance and growth.
Three things on wealth management
The wealth management sector is facing slower growth, closer regulatory scrutiny, and changing market dynamics.
Alex Marshall, Senior Partner, shares three perspectives on where advantage is emerging.
Sub-sector expertise
We work across the financial services ecosystem, supporting businesses and investors in highly competitive, rapidly evolving markets.
Wealth & asset management
01
Wealth & asset management
Consolidation is reshaping this space globally. We help wealth managers and asset management businesses navigate cost pressures, demonstrate value to clients, and adapt to increasing regulatory scrutiny.
Insurance
02
Insurance
Insurance businesses are facing a softening market, accelerating consolidation, and the growing influence of technology and data. We help insurers, brokers and MGAs refine their strategies, adopt technology at the right pace, and build commercial resilience in challenging conditions.
Banking, lending & payments
03
Banking, lending & payments
Traditional models are being disrupted by agile, digital-first challengers. We help businesses respond through smarter distribution and new growth strategies in a fragmented landscape.
FinTech
04
FinTech
FinTech is transforming every corner of financial services. Digital-first players are reshaping how financial products are built, distributed, and consumed. We help FinTech businesses and investors assess market opportunities, sharpen go-to-market strategies, and build competitive advantage in fast-moving, highly fragmented spaces.
Regulation & data
05
Regulation & data
Regulation cuts across every part of financial services. We help businesses and investors navigate complexity, understand where the real risks and opportunities lie, and obtain leverage from data to make sharper commercial decisions.
