Finance

Financial institutions can and should play a more meaningful role in people’s lives. Just as financial services are inextricably woven into the global economy, money, on a micro-scale, is deeply interlinked with all aspects of people’s lives. While financial products themselves are not inherently emotional, they are profoundly connected with some of the most sensitive and important aspects of people’s lives: becoming a responsible adult, building a career, raising your children, creating a home, running a business, and eventually, growing old.

When financial institutions manage to connect their offerings to everyday life in a helpful way, they build deeper customer relationships without overstepping people’s boundaries. To succeed, it is critical to have a clear answer to questions such as:  

• What role do we play in our customer’s lives?

• What is our contribution to the society we are part of?

• How do we make technology meaningful to customers?

We help financial service executives close the gap between words and actions when it comes to building more meaningful customer relationships. Through deep insight into people’s financial lives, we help leadership redefine and revitalise their ‘reason to be’, translating purpose into cross-company functionality. This enables our clients to: 

• Create a differentiated value proposition to stand out from competitors

• Develop a roadmap of impactful actions that cumulatively deepen customer experience

• Discover new sources of growth outside the core business

• Build a culture where people intuitively do the right thing

• Become more profitable while growing customer loyalty