Consulting Services

Financial Services Industry

Index Consulting’s Banking & Finance practice serves a wide variety of clients in commercial banking, investment banking/brokerage, asset management, consumer finance, insurance, and diversified financial services. The financial services companies have become increasingly more complicated. While any single business may be handling diverse customer groups-along with a proliferation of products, services and channels-it may also be playing the role of manufacturer, distributor, and service provider.


Players in the financial services arena are consistently exploring new ways to start new relationships-or deepen existing ones-with their best customers as well as sustain lower costs. They are focusing on what customers truly value, outsourcing some elements of their business, and using technology more effectively. They can then develop innovative products designed to meet the precise needs of their most valuable customers. And they can set standards of service that will win the loyalty of their customers.


In other words the successful financial corporation will find precisely where they have an edge over competitors then exploit that edge. In doing so, they'll uncover opportunities to achieve substantial changes in performance in many areas.


We give our clients cutting-edge, tailored advice that produces concrete results. We have advised financial services companies on how to generate organic growth, defend existing markets, assess and enter new markets, improve performance, formulate competitive strategies, deploy resources profitably, and change an organization without destroying its best qualities.

Some of Our Experience:

  • » Helping a Bank Take Off
  • » Transformation/Corporate Turnaround of a Bank
  • » Business Process Design for a New Generation Bank
  • » Business Diagnostic Reviews for Several Banks