Services
Financial Services Advisory
NAVIGATING EVOLVING CUSTOMER NEEDS, TECHNOLOGICAL ADVANCEMENTS, AND SHIFTING REGULATORY LANDSCAPES
To align with evolving customer needs and new emerging risks, the financial services industry is looking for ways to optimize across their value chain through effective business transformation programs, the development of innovative technology solutions, and increased deal activity. This shift will unlock new opportunities for growth, drive innovation, and reshape the competitive landscape.
Our team delivers customized solutions to a diverse financial services industry including banks, lenders, servicers, insurers, investment/wealth managers, payment, and financial technology companies, leveraging decades of invaluable experience and deep industry knowledge.
Offerings
- Mergers & Acquisitions, Carveouts, Divestures, IPOs
- Due Diligence & Risk Assessments
- Transition Services Agreement (TSA) Creation/Management
- Integration/Separation Oversight & Implementation
- Value Creation Planning, Implementation, & Measurement
- Organizational Design & Change Management
- Business Transformation
- Strategic Cost Optimization and Efficiency Improvement
- Process Improvement, Automation, & Digitalization
- Organizational Design, Alignment, & Talent Strategy
- Product/Service Rationalization & Portfolio Optimization
- Location & Sourcing Strategy Development
- Data/AI
- Data & AI Governance & Strategy Development
- Data Quality, Aggregation, & Management
- Advanced Data Analytics & Insights Generation
- Industry-Specific AI & Automation Solutions
- Data & AI Program Design, Readiness, & Execution
- Risk, Controls, & Compliance
- Enterprise-Wide Risk Assessment & Monitoring
- Control Design, Optimization, & Effectiveness Testing
- Regulatory Change Management & Compliance Program Development
- Regulatory Response & Remediation
- Risk Management & Advisory: Operational Risk (e.g., Fraud, Third-Party), Financial Risk, Technology/Data Risk
Our Latest Thinking
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The Ankura Difference
We’re a trusted partner in financial services, and we’ve earned that reputation by consistently delivering custom solutions for the toughest challenges faced by leading financial institutions. Our deep expertise comes from extensive work with eight of the top ten banks, seven of the top ten insurers, and many of the largest Fintechs, asset managers, and private credit firms in the U.S. This allows us to tackle complex issues in areas like M&A, organizational design, data and technology, cost optimization, and risk management. We’re committed to helping our clients achieve their strategic goals and navigate today’s rapidly changing landscape.
Key Contacts
- Jon Berry
Senior Managing Director
Boston, MA
- Jordan Kuperschmid
Senior Managing Director
New York, NY
- Brad Schaltenbrand
Senior Managing Director
Washington, DC
- Christopher Sicuranza
Senior Managing Director
Washington, DC
- Pete Pearlman
Managing Director
New York, NY
