Financial Services Consulting
Exclusive research from Kennedy Consulting Research & Advisory provides details on market demand for, and profiles of, leading firms that provide consulting services to the Financial Services industry — which includes banking, capital markets, and insurance.
Core Market Research and Provider Profiles
- Consulting to the Capital Markets and Asset Management Sector: Wealth Management
Wealth management is one of the few bright spots in financial services where clients can see a real return on their investments. Nearly all financial services companies are busily creating or building up wealth management services. Now, learn more about key competencies among the top firms serving this dynamic sector... more
- Consulting to the Insurance Sector: Channel Optimization and the Customer Experience
Technology is allowing insurance companies to realize great cost savings in the back office, while data — both internal and external — is enabling much more accurate risk assessments, giving insurance companies the ability to compete on price. However, companies are also burdened with outdated legacy technology platforms and channel relations— and are internally organized on a heavily product-centric, siloed basis. Now, learn more about key competencies among the top firms serving… more
- Consulting to the Capital Markets & Asset Management Sectors
In the highly-regulated financial services industry, Capital Markets & Asset Management are the most regulated. Learn more about the factors driving engagements — plus new opportunities and key capabilities among top consulting firms serving these complex industry sectors… more
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Definitions of Financial Services Client Business Segments:
Services concerned with the allocation, management and investment of resources with particular emphasis on time (term), liquidity and risk.
Business services (whether for retail or institutional customers) which are designed to help customers manage cash flow. Core banking services traditionally include checking and savings accounts, as well as issuing loans and credit.
Insurance services are designed to transfer risk from an individual (retail or institutional customers) to a larger pool of participants. Participants pay a premium and are reimbursed (in part or whole) in the event of a (predefined) loss. Participants are typically rated according to categories of risk and grouped in appropriate risk-level pools.
Capital markets & asset management:
Capital markets services involve the raising of capital via the sales and trade of capital funds – long-term investments, primarily equity and debt securities – whether by private placements or institutional markets and exchanges. Investment or asset management, on the other hand, refers to the professional management of specified assets (i.e., securities, real estate or other assets) to meet predefined investment goals.