Industry Expertise


 From banking and insurance to all wealth management and securities distribution, Business concepts consulting has many dedicated financial services teams members serving in all major areas of the financial services industry. Our work and solutions are drawn from years of experience in the field and the expertise of Business concepts consulting professionals located in the world's most important financial centers.


 Financial services teams will need to retain better business models to overcome the shortages of the past and current financial market challenges. Business Concepts Consulting draws on excessive experience across many industries to help financial services institutions in every region in the world to find innovative ways to optimize processes, reduce office costs, align IT, manage risks, capture the economic benefits of building loyal customers, and plan for evolving competitive and regulatory landscapes.
Our teams work with leading institutions in the banking and insurance sectors in all major areas, including:
  • Retail banking
  • Private banking and wealth management
  • Clients and capital markets business
  • Transaction banking
  • Asset management
  • Life and property insurance
  • Health insurance
  • Reinsurance
  • Risk, liquidity, and capital management
  • Stock markets
Business concepts consulting has expertise in financial services, while our teams also look beyond the industry and draw upon our capabilities experience. Business concepts consulting will assist in these offerings to the needs of our financial services clients to help them solve problems or pursue many opportunities in many areas, including:
  • Growth strategy
  • Organizational effectiveness
  • Operational excellence
  • Information technology
  • Mergers and acquisitions
  • Change management
  • Private equity
  • Performance improvement
  • Customer loyalty and insight

  • Corporate tax advisory


How we do it

  Our teams work with our financial services clients as partners Together        we develop clear and practical action plans and support or run the implementation of those plans to ensure real and solid performance improvement. Our teams have worked with leading financial services companies in many strategic and operational areas:
  •    By the customer, orientation to continue organic growth.  Our teams have worked with main banks and insurance companies  around the world to strengthen their customer focus,in all their  operations. Our teams have created new processes around all customer  touch points within the organization and installed feedback loops to    ensure the voice of the customer is heard and acted on.
  •    By reducing the costs and complexity we strive to improve the performance in the Financial services sector. Firms that consistently join greater efficiency with higher productivity in serving customers generate the highest shareholders and returns. Business concepts consulting teams work with leading services firms to strip complexity out of products and process and reduce costs as a way of bolstering or rebuilding margins by harnessing and sourcing information technology that is aligned with strategic goals. Today's and future financial services sector firms must have a technology strategy that's both sophisticated and efficient if they are to compete and maintain to be successful. Our team helps our financial services clients decide how best to source technology and ensure that information technology is aligned with business growth objectives and delivers a solid and is effective on its promise.
  •   By integrating acquired companies to realize the most value. Successful merger integration lies in a few, powerful guiding principles: Tailor the integration thesis to the deal thesis; integrate where it matters; and act with deliberate speed. Our teams have worked with many financial services firms around the world to integrate acquisitions quickly and accelerate the delivery of expected value to our clients.
  •   By making and executing major decisions better and faster to increase unprecedented financial performance. Financial institutions’ have the ability to react nimbly to mounting industry pressures and changing regulatory demands, diversifying product lines and markets, and increasing industry risk and uncertainty and depends on how effectively they make critical decisions. Our teams work with many financial institutions to identify the highest value decisions and opportunities and establish clarity about the decision.