key industries
Financial Services
Amid regulatory and economic pressure, leaders must grow while controlling costs. Catalant's experienced consultants bring tested approaches that lift share, efficiency, and returns.
Banking & Capital Markets
Fintech
Insurance
Payments
Wealth & Asset Management
The Financial Services Reality check
What Financial Services Leaders Are Up Against Now
Innovation Gap
Winning demands smart investment in new technology, fast. Consultants who've led transformations provide the edge.
Profitability Pressure
Regulatory demands and economic pressure drive costs up. Leaders who've protected margins strengthen the P&L.
Growth Barriers
Market uncertainty demands new growth paths. Experienced consultants offer insights and proven methods to act decisively.
ai in Financial Services
Where AI Pays Off in Financial Services
Across banking, insurance, payments, and wealth, firms are putting AI to work, from faster research to sharper fraud detection and better client decisions. But scattered wins aren't enough. Industry consultants who've sat in the seat, working alongside AI engineers, turn them into strategy and outcomes.
- Scan markets and news with AI, so teams cut research time and make decisions faster.
- Detect sophisticated fraud with AI pattern detection that stays ahead of new schemes.
- Predict what each customer needs next, so teams grow revenue, not just cut costs.
How we help
Our Financial Services Industry Capabilities
Catalant takes on the pressures financial services leaders face with purpose-built solutions. Start where your gap is widest.
AI Strategy
Turn AI ambition into a funded plan, governed to the standard regulators now expect.
Business Transformation & Profitability Improvement
Rebuild profitability across business lines and portfolios, reworking the cost base as margins keep tightening.
Cost Transformation
Reset the cost base for good, from operations to procurement, freeing capital to reinvest in growth.
Risk & Resilience
Map and mitigate risk across the enterprise, from AI and third-party exposure to operational continuity.
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how we deliver results
Guided Voice - Solutions Approaches
Digital & Performance Marketing Strategy
Digital & Performance Marketing Strategy
Digital & Performance Marketing Strategy
Digital & Performance Marketing Strategy
Digital & Performance Marketing Strategy
Digital & Performance Marketing Strategy
What Makes Us Different
Catalant Delivers Better Business Outcomes With Consulting 2.0
Fit to Purpose
Deep expertise that precisely fits your business challenge.
Flexible Engagements
Engagements designed for your needs, no fixed scope or structure.
Fast to Impact
Ready when you are, structured around your objectives, your pace, and your priorities.
Fair Value
High standards, low overhead, and AI-enabled: a better value for your investment.
SUCCESS stories
Financial Services Expertise in Action
Our Consultant Community in Financial Services
Deep Expertise in Financial Services Consulting
Averaging 20+ years of experience, financial services consultants in our Practice Community have run banks, insurers, and wealth managers, or advised them from elite firms. Work with Catalant for a partner who delivers with you, not just one that provides advice.
Katie Liebel
Catalant consultant
F500 Chief Strategy Officer, ex-McKinsey, with 30 years transforming banks and insurance companies
Luiz Zorzella
Catalant consultant
Ex-McKinsey, 20+ years driving strategy and transformation across banking, insurance, and wealth