Financial services strategy consulting

In the current financial services market, innovation is crucial for solving tough challenges. These are just a few of the areas that require attention now, such as consolidation, customer dynamics shifting, sustainability needs and new digital capabilitie

The team
Jason Jarvis

Accounting Director

Sanjeev Mishra

Chief Technology Officer

How disruptive tech modernized a recruiting agency’s business model

Our digital business building teams can help innovate at the speed of a start-up and leverage your core strengths to deliver breakthrough impact.

What B2B Growth Hub financial services strategy consulting teams can do for you

B2B Growth Hub's financial service strategists see a unique opportunity in the financial services industry's transformation.

With global megatrends driving the changes, from climate change, the rise of Gen Z and tech innovation, we help design and deliver transformation strategies that work in the real world.

With the help of our financial services strategy team, B2B Growth Hub clients are able to answer some of their toughest questions:

  • By consolidating/directly modeling my business, how can I pivot?
  • If I want to compete in the market, what digital asset strategy should I adopt?
  • What are the best ways to scale my (digital) business?
  • What can I do to expand my ecosystem?
  • What are the best ways to identify and manage strategic partnerships?
  • Which strategies can I align to create sustainable value over the long term?

By providing rigorous analysis, strategic advice, and thorough implementation, we support and unlock new value for our clients.

As a global company, we possess a breadth of expertise and reach across financial services. Our expertise spans long-term value creation, digital asset strategies, embedded finance, ecosystem-based models, and sector convergence. The B2B Growth Hub financial services strategy teams have professionals with experience in the following areas:

Capital markets and banking +

Consolidation, the entry of new, unregulated competitors, cryptocurrencies, blockchain, and the importance of sustainable finance are all factors that are changing this sector.

As a result of our extensive market knowledge, future intelligence, and proprietary tools, we assist clients in identifying, selecting, and onboarding new partners, developing new digital assets, improving customer interaction and satisfaction, offering value-added services to small and medium businesses (SMEs), providing sales initiatives based on data, and finding innovative ways to make sustainability a company priority. For environmental, sustainable, and governance assessment, we have even developed a diagnostic tool.

Management of assets and wealth +

"Change" is also the keyword in this sector. The trend of merging companies is on the rise in order to gain market share and reach more high-net-worth individuals. As sustainability gains increasing importance with clients, various product types are becoming increasingly popular (e.g., digital assets, ESG). Traditional asset management firms are also being disrupted by alternative asset managers, who are not subject to government oversight.

All of these changes are discussed by B2B Growth Hub strategists. In addition to helping clients identify potential partnerships and make deals, we also bring them onboard. Developing innovative product strategies with traditional banks and capital market players is what we do. By implementing effective operations innovations, we help improve customer service.

Insurance +

The pandemic is currently giving insurers a windfall; however, ESG trends will force them to rethink their products. Regulatory changes are forcing annuities to divest less profitable assets. Insurance is moving into asset management, leading to convergence between subsectors.

We have deep sector knowledge, as evidenced by our quarterly M&A market update. As well as strategic partnerships, we assist our clients in making smart divestitures. As new priorities become more prominent (such as environmental concerns and sustainability), we help our clients rethink their business models.

We can help you with financial services strategy at B2B Growth Hub. Your financial services organization can benefit from a customized strategy we will develop and implement with you. Whether you are starting an in-house venture capital arm, changing your business model or partnering with others for mutual benefit, B2B Growth Hub will guide you every step of the way.

Growth can be achieved through change. Your company can envision a better future and help make it a reality with the help of B2B Growth Hub's financial services strategy consulting team.

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The first step is to identify your top challenges and barriers to progress, and then decide what needs to be done in order to make your business more successful. In order to increase sales and achieve your goals, we analyze the challenges you face and the barriers you face. To define the blueprint for the overall game plan, we put processes, plans, and people in place in alignment with the right strategies. To make your business 'sell more' and achieve your goals, all you need to do is connect the strategies with effective tactics to support the strategies with a well-defined action plan and second-to-none tools to help you achieve the tasks outlined by the under the stage. That's because everything starts with recognising your core challenges and barriers.


We begin a rapid integration program to integrate with your team. An action plan and tangible initiatives are developed as part of the rapid integration program. Step-by-step, concrete actions that drive results and action are implemented to develop a proof of concept for change.


As we build on the initial activities, we add horsepower to your business by providing you with a team of experts that will help you implement processes and actions to drive rigor and rhythm to your operations. In every growth programme, our ultimate goal is to ensure progress and momentum by helping business leaders feel comfortable managing, sustaining and continuing initial progress on their own.


After we establish our working relationship beyond the initial period, our growth programmes will focus on providing support to help you reach the next level of success. Taking your business to the next level involves implementing long-term strategies to help your business reach any goals you may have. To help your business reach the necessary level to achieve whatever goals you set, we provide growth programmes that provide strategies to help you achieve the results you desire.

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