Financial services

Delivering results for insurers, banks and wealth management providers

Financial services

Delivering results for insurers, banks and wealth management providers

Financial Times Leading Management Consultants Curzon Consulting

Financial Services organisations are experiencing dramatic change across customer experience, distribution, technology and regulation.

Our clients include some of the world’s leading insurers, banks and wealth management providers. We help them navigate challenges, address the risks and opportunities and unlock greater competitive advantage.

We specialise in customer value growth, sales optimisation, and operating expense reduction. Furthermore, our work covers the full change journey, from strategy and design to execution and benefit realisation.

As a result of our work, a special report by Financial Times and Statista recognised us as a ‘Recommended’ UK management consultancy for Financial Institutions in 2019 and 2020.

We have expertise in

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Target operating model design and build

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Customer value growth

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Sales optimisation

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Operating expense reduction

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Increased proposition and service competitiveness

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Market entry or expansion strategy

Case studies

Read a selection of our case studies to find out how we have delivered tangible benefits for insurance companies and banks.

News & insights

Read our latest thoughts on challenges affecting businesses.

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Healthcare

Learn how we help payers, providers and medical device manufacturers to deliver clinical, organisational and operational excellence.

Infastructure

Infrastructure

Learn how we deliver tangible benefits for organisations in infrastructure, construction, transport, travel and utilities.

Manufacturing & engineering

Manufacturing & engineering

Learn how we enable manufacturers and engineering companies to optimise efficiency, increase profitability and adapt to Industry 4.0.

Public sector

Public sector

Learn how, as a provider of Consultancy services on the Crown Commercial Services panel, we help organisations with complex challenges.

Want to find out more or meet one of our Financial Services team? Contact us by email, phone or our web form.

Get in touch