Financial Services

The financial services industry is being challenged every day. Asset managers, banks, and insurers must compete on experience and value while simultaneously rethinking their brand promises and product and distribution models. And at this very moment, customer demands, regulations, demographics, and technology are creating even more changes. Our experience across the financial eco-system enables us to bring a unique perspective to help our clients navigate these challenges.

Asset Management

In the midst of shifting investor preferences, increased competition, and macro-economic pressures, asset managers are faced with continually evaluating their positioning, product offerings, and distribution models to stay focused on investor needs and to grow their business.

Brand Is as Important as Ever

In an increasingly competitive environment with a continual influx of new players, asset managers must work to clearly articulate their unique value proposition and messaging to be customer-centric.

Optimizing the Salesforce

As firms rethink distribution models across segments and channels, we partner with them to ensure they have the data, insights, and tools to better integrate sales and marketing and efficiently deploy their sales teams.

Building World-Class Customer Experience

Whether you’re targeting institutions, advisors, or end-investors, it’s essential to be in command of the most meaningful touchpoints, content, and experiences that meet client needs and deliver on your brand promise.

Jon ianelli

Contact our Financial Services lead

EVP, Managing Director

Jon Ianelli

We understand all facets of the industry. We know that to succeed in a highly competitive and highly regulated environment, every piece of the puzzle is important.

Jon Ianelli, EVP, Managing Director