Financial Services

The financial services industry has undergone a revolution within the last 5 years. Products have changed, the market has changed, and most of all consumer demands have changed. Through our unique integration of information technology, business processes, and compliance checkpoints, we have been able to rapidly develop the organizational capacity to meet these changing demands. From local credit unions to international brokerage houses, we have provided our clients with outstanding service.    


We assist financial sector organizations with:

  • Developing a cultural of compliance and customer services
  • Reducing costs without cutting the firm's human potential   
  • Rethinking business models to address the need for transparency 
  • Keeping people motivated in the new environment of "responsible reward"
  • Developing new leaders for these new challenges   

Financial service organizations need better business models in order to get past short comings of past and current issues. ESG has in depth experience across industries to assist financial institutions in all regions in finding innovative ways to optimize processes, reduce back office costs, align IT, manage risks, capture the economic benefits of loyal customers, and plan for evolving competitive and regulatory landscapes.   


ESG can help 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   

ESG has a deep expertise in financial services, but we also look beyond the industry to draw upon our capabilities experience. We tailor these offerings to the needs of our financial services clients to help them solve problems or pursue opportunities in many areas, including:

  • Growth strategy 
  • Organizational effectiveness 
  • Operational excellence 
  • Compliance 
  • Information technology 
  • Mergers and acquisitions 
  • Change management 
  • Private equity 
  • Performance improvement 
  • Customer experience 
  • Customer loyalty and insights   

ESG helps banks and financial service institutions navigate through a constantly changing environment of financial regulations and enforcement actions, litigation threats, and economic and competitive challenges. Our financial services consultants work with clients to manage risk, ensure compliance, resolve regulatory inquiries as they arise, and leverage their assets to protect and enhance enterprise value. This team is composed of highly respected CPAs, attorneys, economists, bankers, forensic specialists, technology professionals, strategic communications experts, and change management experts. Let us help you build today for a sustainable future.