Financial Services

We serve financial services on a range of strategic, organizational and operational challenges. Companies need to track competitive dynamics, regulatory changes, and advances in technology to compete and thrive in their sector. Our consultants have years of experience in senior management positions at financial services companies.

Services

Consultants

Case Studies

Approach         Ideas

Our consultants have served leading organizations like Royal Bank of Canada, Bank of Canada, ABN AMRO Bank, Liberty Life Insurance and several other clients in Canada.

Our strategy consultant, Robert Coffey, was Senior Vice-President, Commercial Lending at ABN AMRO Bank Canada. Our European experience includes work for Swiss Bank Corporation, Provident Mutual and Legal & General.

We serve clients in five functional areas:

Corporate Strategy – identifying opportunities and defining strategic direction for incremental growth through optimization of decision processes and best practices.
Organization – maximize performance with optimization of people, processes and internal structures.
Marketing – determining specific strategies to manage brand portfolios brands, ensure marketing spend effectiveness, and strenthening marketing capabilities.
Customer Engagement – deeper market research, consumer insight, optimization of internal sales- related processes, team performance, channels, and capabilities to identify and grow the most profitable customer base.
Operations – ensure best practice performance in processes, functions and optimization.

Key challenges:

  • Arcus' Financial Services Practice serves a wide variety of clients in commercial banking, investment banking/brokerage, asset management, consumer finance, securities, insurance, and diversified financial services.
  • We work on the key challenges our clients face today: from growth and industry consolidation to operational efficiency and risk management. Our consultants draw upon years of direct, front-line experience in a full range of industries. From Energy to Insurance, we help clients harness change and boost performance.

Differentiating strategies:

  • Arcus financial services management consultants have a unique commitment to innovation, responsiveness and delivery. Market consolidation and volatility, competitive pressures, globalization and new technology are all driving structural shifts in the financial services sector.
  • Financial institutions increasingly compete on a single global stage and transact business outside traditional core markets. More than ever before, in order to succeed, it is critical for insurers, banks and securities firms to adopt strategies that distinguish them and enable them to meet customer needs.

Industry specific needs:

  • Whether business-to-business or business-to-consumer, local, national, or global, Arcus' Financial Services practice understands your industry-specific needs and offers educated insights that address your business issues.
  • Our dedicated financial services consultants provide customized design and analytic expertise for challenges such as branding, customer relationship management, new product development and optimization, and channel strategies. AG’s research specialists also offer a suite of syndicated studies specific to your industry and tailored to quickly and astutely answer your financial services research requirements.

Solving problems:

  • Arcus' professional team of financial services experts have experience managing complex strategic challenges on behalf of major financial services organizations, and with banking and lending, credit cards, investment and brokerage, insurance, and e-commerce companies.
  • We partner with you to help you navigate the changing financial services landscape and succeed.

Find out more about us. We invite you to learn more about us by exploring the links to the left. Email us for more information.

 

 

   

 

 

Contact us:

Merril Mascarenhas

Managing Partner

+1 (416) 710 2727

Email

 

Services

Growth

Organization

Operations

News

Collective Experience

Services

Client Successes

Member
Canadian Marketing Association

Research studies

AG offers several syndicated studies that address the needs of marketers of financial products and services.

Affluent Canadians Report

Marketing to New Canadians

Canadians & Financial Advice

Insights

Use of Full Service Brokerage Services

Mutual Fund Investor Study

Attitudes to Auto Insurance

Life and Home Insurance practices

Changing Customer attitudes to Retail Banking

Financial Services Broker's Perceptions and Sales practices

Boomers and wealth management

Unlocking the capital of small business owners

Contact us for more information.