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.


Digital innovation and the continuous emergence of new market entrants is changing how consumers bank and manage their money. It's essential for banks to simultaneously emphasize their unique value proposition while targeting new product and service opportunities.

Value Proposition in a Shifting Eco-System

As the banking eco-system evolves and consumers are faced with a variety of financial management choices, its crucial for banks to affirm their position in owning the customer relationship. We partner with clients across the financial services spectrum to refine their value proposition and generate compelling message strategies and communications.

Product & Service Innovation: Core to Attracting and Retaining Customers

Deposits remain key, but banks need to identify new products and services to stay relevant with evolving customer needs and wants. Decision intelligence and the harnessing of customer data and insights is at the core of informing these new offerings. We partner with clients bring these opportunities to market through our breadth of strategy, experience design, creative, and technology capabilities.

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