Industry
Financial Services
Financial Services
Develop innovative answers for financial institutions in a fast-changing environment
Our Experience
95%
of the top 15 global banks have worked with us
100%
of the top 5 global multiliners have worked with us
9,800+
projects completed globally across sectors
We work with companies across the full spectrum of financial services, including banking, payments, insurance, wealth and asset management, and capital markets. Our highly collaborative approach is designed to help you manage risks, reduce costs, innovate, boost customer loyalty, turn data and analytics into a competitive weapon, and achieve breakthrough digital transformations.
With deep experience across every financial sector, our financial services consultants work side-by-side with you and are fully invested in your success—we treat your business as if it were our own. We can help you develop clear, practical action plans and implement them efficiently, to ensure you achieve real and sustainable performance improvement. We have unmatched expertise across every strategic and operational area that financial services firms are currently focused on, augmented by a broad array of specialized capabilities, including:
- All facets of M&A, including a systematic approach to post-merger integration that can unlock deal value beyond your expectations.
- Emerging trends and opportunities in sustainability, to ensure you pursue pragmatic actions that generate strong ROI, an approach we also carry through to ESG investing.
- Organizational enhancement and reinvention, including operating model redesign, the transformational power of the Agile enterprise, and a full suite of enterprise technology capabilities.
- Customer loyalty and experience advances, supported by our Simple & Digital approach, customer episode redesign, NPS Prism® benchmarking service and NextEngine digital attacker.
- A wide range of performance improvement disciplines, from zero-based budgeting to cost transformation.
- Vector℠, our unique cross-capability approach to digital delivery, which combines our expertise in automation, enterprise technology, advanced analytics, digital innovation and related disciplines, augmented by a robust ecosystem of best-of-breed partners.
- Deep expertise in risk and regulation, ensuring that you keep pace with a rapidly evolving landscape and maintain your competitive edge.
Sector Expertise
Sector Expertise
Banking
From commercial, private and retail banking clients to digital natives, digital attackers, fintechs and other disruptors, we help our clients achieve results today as they make the essential moves needed to win in the years ahead.
Payments
We help card issuers, merchant acquirers, payments processors and card networks embrace the latest innovations, from real-time A2A and peer-to-peer payments to distributed ledger technology, so they can improve service, lower costs and keep pace with the rapidly evolving payments market.
Insurance
Amid a digital revolution, insurance companies need to focus on agility and customer-centricity. We help insurers develop and execute strategies that increase profitability and efficiency, leverage digital capabilities, improve customer loyalty, and gain competitive advantage from advanced analytics.
Wealth and Asset Management
Wealth, asset management and private banking institutions need to be at the top of their game to satisfy the expectations of a sophisticated clientele. We work closely with companies across the sector on a wide range of strategic and operational enhancements, to insure you're positioned to provide the highest quality asset management, investment advice and financial planning services, so your clients meet their financial goals.
Fintech
As investment in fintech reaches an all-time high, we help you capitalize on the opportunity. We bring the flexible delivery of a start-up with the benefits of one of the world’s most experienced organizations to help you design, develop, and scale your fintech solution.
Digital Assets and Blockchain
With web3 enabling the efficient, transparent exchange of value online, digital assets are democratizing transactions and quickly gaining traction. We help demystify this new landscape, adapt your business, and position you for success.
Market Infrastructure
We work closely with stock exchanges, clearinghouses, fintechs, custody and security services, and payments infrastructure companies to ensure their operations are optimized to address the many value chain activities that support buy- and sell-side market participants.
Deciphered: The Fintech Podcast
With help from industry expert guests, we're deciphering the financial services world in a way that is digestible, to help add context to your day to day industry conversations.
View all episodes Subscribe on Apple Podcasts
AI in Financial Services
Our research finds that 75% of financial services companies are achieving or exceeding their expected value with generative AI initiatives. What’s more, firms that embrace AI stand to reduce their customer service cost base by 20% to 30% and increase revenue by about 5%. Banks, insurers, fintechs, and wealth management firms are using AI to:
• Enhance employee productivity with AI assistants handling basic tasks
• Automate higher-value routine workflows such as customer correspondence
• Improve customer experience for B2C (e.g., banking chatbots) and B2B (e.g., account support for merchants using payments systems)
• Facilitate risk management activities (e.g., Know Your Customer)
Real Outcomes
We helped NatWest transform customer engagement with AI-enabled processes that reduced the bank’s idea-to-value timeline from more than 60 days to just one day.
How We Help
We’ll help you use AI to streamline key activities and meet customers’ growing need for a personalized touch and rapid response and resolution times. To achieve this, we’ll guide you to the right organizational choices across program sponsorship, governance, staffing, and funding, so you can move quickly to realizing value.
Our Client Results
Global Private Equity Report 2026
Our annual report examines key trends shaping in the industry as we head into 2026. Explore the report and register for our webinar on March 5 for an in-depth analysis with Bain Partner Hugh MacArthur.
Read the report Register for the webinar
