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Financial Services Consulting

Financial services companies of all sizes engage Stanley Group to help them develop practical, winning strategies for a dynamic market. We work in close partnership with senior executives and investors to resolve their most complex commercial challenges, committing significant senior time to every engagement. Our teams leverage both their deep sector knowledge and advanced analytical capability to develop the right approach to achieving clients’ goals:

Strategy review and development: We help our clients review, refine or develop their overarching corporate or business unit strategies. This starts from the highest-level goal setting, definition of vision and mission, and setting of risk appetite and other constraints and proceeds to support “where to play” choices in terms of industry sectors or product categories, geographies, stages in the value chain, customer segments and channels.

New market entry strategy, and new product and service development:

We help our clients expand into new geographies and market segments. This includes mature and emerging geographical markets; consumer and business/commercial markets; mainstream and niche product areas; direct and intermediated markets; and new, innovative markets enabled by the rapid changes that are ongoing in financial services.

Our market entry strategies for clients open the door to growth and long-term value creation, with a proven track record of success.

Identification and execution of value-creating transactions:

We support our clients at every stage of the deal lifecycle, from evaluation to execution and integration, acting in both buy-side and sell-side roles. We create and deliver on innovative investment theses based on in-depth understanding of the underlying markets and their competitive dynamics, customers’ preferences and behaviours, and the specific differentiating characteristics of the assets under consideration.

Optimisation of operations:

Stanley Group works closely with clients to optimise processes, operations and organisational structures across the value chain. Frequent topics include commercial effectiveness, incentives and operating model design, including detailed assessment of the capabilities required to turn a “paper strategy” into practical success.

Advocate and protect their interests in litigation proceedings and regulatory matters:

We have substantial experience in supporting clients in competition investigations and litigation situations, including in drafting formal submissions, and supporting or acting as expert witnesses. We employ a unique combination of commercial insight and analytical expertise to produce compelling arguments and evidence to withstand the detailed scrutiny and challenge inherent in these situations.


Financial services firms are facing an unprecedented range of strategic challenges, both from within and outside the industry. Consumer behaviours and financial needs are changing as a result of demographic shifts, social change and the acceptance of new technology as a means of delivering financial services.

The availability of data and the resulting ability to understand customers better is increasing rapidly, inspiring a move away from product-centric approaches and toward more customer-centric models.

Traditional business models are being disrupted directly by these trends, and by the emergence of the new fintech models they enable.

Stanley Group's Financial Services Consulting Division utilises state-of-the-art advisory practices and partnerships to bring world-class talent with a breadth of expertise and unique approach to corporate governance, enterprise reorganisation, regulatory compliance implementations to confidently guide your firms from strategy to success.

We draw on the deep experience within our portfolio of technical consultants across industries to help financial services institutions in every region find innovative ways to optimise processes, reduce back office costs, align IT, manage risks, capture the economic benefits of building loyal customers, and plan for evolving competitive and regulatory landscapes.

How we help

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