Industries: Financial Services practice
Intense competition, demanding and knowledgeable customers, and a volatile marketplace require today’s Financial Services companies to perform at the highest levels in order to create sustainable value for their customers and shareholders. Our Financial Services practice is here to help.
For 20 years, M² has helped a broad spectrum of clients in traditional and non-traditional financial industries, including commercial banks, investment banks, brokerage and securities firms, property and casualty insurers, life insurers, asset managers, consumer finance and mortgage companies, credit card companies, and other diversified financial institutions. We work with our clients to explore and implement ways to innovate and better differentiate themselves, mitigate risks, comply with government regulations, meet customer needs, and operate more efficiently than their competitors.
For the Financial Services industry we provide expertise across key functional areas including: Finance & Accounting, Marketing & Sales, Human Resources, Operations, Information Technology, and Strategy & Management. M² consultants have expertly addressed the challenges facing more than 200 of the sector's most prominent companies, including Union Bank of California, Wells Fargo Bank, Charles Schwab, Transamerica, and Visa International. Recent engagements include:
- Change Management
- Data Systems Design and Development
- Segment Marketing
- Online Systems Design
- Regulatory Compliance
- Customer Service Process Analysis and Design
- Market Research
- Recruiting, Organizational Development and Training
- Strategy Development
- Marketing Communications
- Public Relations
