OUR FINANCIAL SERVICES PRACTICE HAS WORKED EXTENSIVELY WITH CLIENTS IN RETAIL AND COMMERCIAL BANKING, SECURITIES BROKERAGE, WEALTH MANAGEMENT, ASSET MANAGEMENT, CREDIT AND DEBIT CARDS, STUDENT LENDING AND INSURANCE.
Our practice is comprised of financial industry veterans who held senior positions in banking, brokerage, cards, insurance, long-only and alternative investments, asset management and private equity. Clients have engaged us to assist with a wide range of growth-oriented projects including product innovation, retail network optimization, customer segmentation and targeted marketing, online platform development, seeding and launching of new investment funds, and post-merger integration.
We have also worked with a broad range of financial institutions on performance improvement programs that have achieved significant revenue growth and cost reduction results. Our featured projects illustrate some of the types of opportunities we help private equity and corporate development clients address.
Retail / Consumer Banking
Business / Commercial Banking
Online & Mobile Banking
Private Banking & Wealth Management
Cards: Credit, Debit, Stored Value
Hedge Funds & Alternative Investments
Product Design & Roll-out
Retail Branch Optimization
Benchmarking and Best Practice Alignment
Customer Segmentation and Targeting
Online Banking and Brokerage
Deposits and Lending
Credit Risk, Recoveries & Collections
Compensation and Incentives
Private Banking Launch
We led the design and development of a new Private Banking program for a regional bank, to expand relationships with their core business account customers.
Investment Product Innovation
Silver Ridge Advisors drove the development of a new personal investment product for a top 3 online securities brokerage, combining equity index exposure with fixed income liquidity.
Securities Brokerage Performance Improvement
Our team led a company-wide organic growth and performance improvement program for a top 5 U.S. securities brokerage, resulting in overall higher profitability and growth driven by expanded offerings.