Financial Services

A strong, ethical, and resilient financial sector can improve the lives of customers and society.

We know how to weave the golden thread between purpose, customers and people, driving performance while expertly navigating complex operating and regulatory environments.

We work with boards and executives to find the best direction for companies and business units, using our specialist cross-sector knowledge of markets to build opportunities and develop leaders' capacity to deliver on strategy and culture.

We are leaders in the ESG space and help businesses find the best way to contribute to Net Zero and support their customers through a just transition.

Our work includes

  • Banking

    In a world of changing consumer expectations, increased regulatory oversight, and economic volatility, banks wishing to deliver value to their customers need to align performance with a sense of purpose. We work with Top 4, customer-owned, boutique and regional banks to develop and embed these qualities, developing their leadership capabilities, delivering in-depth cultural assessments, and tailoring and implementing fit-for-purpose ESG strategies.

  • Insurance

    In an increasingly uncertain world, insurers who wish to prioritise their customers must adapt and evolve to manage new and emerging risks. We help insurers and reinsurers develop innovative new operating models,​ develop their leadership capabilities, and reimagine their organisational cultures. We have a strong track record of delivering bespoke solutions to complex problems that deliver customers much-needed peace of mind.

  • Superannuation

    To maximise growth for members, superannuation funds must act in their members’ financial interests while developing and improving products to build scale. We partner with funds to design strategies and operating models that enable domestic and international growth, reimagine their value propositions, integrate and develop their leadership, and help them understand and address their retention challenges.

  • Regulators

    Regulators in the financial services sector require partners with deep industry knowledge and an understanding of the levers and options available for intervention. We work with regulators across the sector to develop and implement effective regulatory postures, deliver industry-wide data and transformation projects, develop their leadership capabilities, and optimise their operational cultures.

Close up of woman pointing at data on a screen

Banking

In a world of changing consumer expectations, increased regulatory oversight, and economic volatility, banks wishing to deliver value to their customers need to align performance with a sense of purpose. We work with Top 4, customer-owned, boutique and regional banks to develop and embed these qualities, developing their leadership capabilities, delivering in-depth cultural assessments, and tailoring and implementing fit-for-purpose ESG strategies.

Insurance

In an increasingly uncertain world, insurers who wish to prioritise their customers must adapt and evolve to manage new and emerging risks. We help insurers and reinsurers develop innovative new operating models,​ develop their leadership capabilities, and reimagine their organisational cultures. We have a strong track record of delivering bespoke solutions to complex problems that deliver customers much-needed peace of mind.

Superannuation

To maximise growth for members, superannuation funds must act in their members’ financial interests while developing and improving products to build scale. We partner with funds to design strategies and operating models that enable domestic and international growth, reimagine their value propositions, integrate and develop their leadership, and help them understand and address their retention challenges.

Regulators

Regulators in the financial services sector require partners with deep industry knowledge and an understanding of the levers and options available for intervention. We work with regulators across the sector to develop and implement effective regulatory postures, deliver industry-wide data and transformation projects, develop their leadership capabilities, and optimise their operational cultures.

OUR TEAM

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What our clients say