Financial Services

KPMG Boxwood has worked with a range of Financial Services clients to transform their businesses not only improving performance, but increasing customer centricity and reducing regulatory risk.

Experts in:

  • Insurance
  • Wealth Management
  • Investment Management
  • Retail Banking

The Financial Services industry is in turbulent times. Having recovered from a market crash, numerous scandals have regularly emerged to keep parts of the industry in a tarnished state.

The future of the industry is not clear. Regulation is increasing at a fast rate, with increased scrutiny and organised customer groups pushing harder than ever. New players are entering the market to leverage their extensive customer bases with alternative technologies. But many firms are grasping the opportunity to cut costs, improve their products and services and finally transform the proposition for customers.

We help businesses deal with a wide range of issues. Below are some examples of the type of transformation challenges we help our financial services clients overcome:

  • Transform from a sales management to a customer culture to increase revenues
  • Unlock new levels of performance in front-office functions
  • Design out embedded costs and inefficiencies from the operating model
  • Redesign the global organisation to drive innovation and growth

Neill Whittaker
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Case studies

€200m in increased revenues.

Rapid intervention delivered fundamental transformation at a global private bank.

£6m in costs saved.

A new agile global organisation structure for Travelex unlocked growth potential and saved costs for a previously regional based global business.

£18m in profit through service, not sales focus.

Shifting the culture from sales management to customer service filled the £18m hole in profit and built a more sustainable business for a leading commercial bank.