Financial Services

Financial services firms are digital leaders. Our consultants help them stay at the forefront.

Financial services companies are digital leaders—our industry research proves it. But a large swath of the market finds keeping up with the pace of change in the digital era a challenge.

For both customer-facing initiatives and back-office operations, financial services organizations—from banks to mortgage lenders to investment management firms—seek to stay at the forefront of the digital world. All, of course, while keeping an eye on regulation and industry consolidation. That’s where we can help.

What We Do: Financial Services Consulting

Commercial Banking

We work across lending and treasury management to digitize operations, build effective sales teams, and elevate the client experience—all while ensuring your bank can respond to changing regulations, fast.

Retail Banking

Now more than ever, consumers expect digital, personalized experiences from their bank. We work to implement technology needed to support digital products and experiences and build leading customer engagement and loyalty strategies.  


We tackle the complexities of M&A across the deal lifecycle. We leverage our expertise—leading 500+ transactions annually, firmwide—to guide seamless integrations so you can realize the promised value of the deal. 

Agricultural lending and farm credit

We help agricultural lenders and farm creditors leverage data and technology, ensure flexibility and resilience, and find new ways of engaging their customers—who don’t spend time sitting at a desk all day.


We help insurers—brokers, property & casualty, and life & annuity—succeed in a competitive market. We focus on:

  • Growth through M&A, expansion of product lines, and distribution models
  • Customer-centricity with an emphasis on digital channels, predictive analytics, and salesforce effectiveness
  • Efficiency through enhanced technology, streamlined processes, and a highly engaged workforce
  • Standing up analytics capabilities that use agile development techniques and modern tools, focusing on only the highest value use cases


As one of the first nCino strategic partners, we bring a unique approach to our work with financial services clients. We don’t believe technology is the silver bullet. We partner with clients to maximize their investment by thinking through org structure, change management, and the supporting processes to realize the lasting power of nCino’s technology.

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