Skip to Content
  • Offices

    Offices

    North & Latin America
    • Atlanta
    • Austin
    • Bogota
    • Boston
    • Buenos Aires
    • Chicago
    • Dallas
    • Denver
    • Houston
    • Los Angeles
    • Mexico City
    • Minneapolis
    • Monterrey
    • Montreal
    • New York
    • Rio de Janeiro
    • San Francisco
    • Santiago
    • São Paulo
    • Seattle
    • Silicon Valley
    • Toronto
    • Washington, DC
    Europe & Africa
    • Amsterdam
    • Athens
    • Berlin
    • Brussels
    • Copenhagen
    • Dusseldorf
    • Frankfurt
    • Helsinki
    • Istanbul
    • Johannesburg
    • Kyiv
    • Lisbon
    • London
    • Madrid
    • Milan
    • Munich
    • Oslo
    • Paris
    • Rome
    • Stockholm
    • Vienna
    • Warsaw
    • Zurich
    Middle East
    • Doha
    • Dubai
    • Riyadh
    Asia & Australia
    • Bangkok
    • Beijing
    • Bengaluru
    • Brisbane
    • Ho Chi Minh City
    • Hong Kong
    • Jakarta
    • Kuala Lumpur
    • Manila
    • Melbourne
    • Mumbai
    • New Delhi
    • Perth
    • Shanghai
    • Singapore
    • Sydney
    • Tokyo
    See all offices
  • Alumni
  • Media Center
  • Subscribe
  • Contact
  • Global

    Select your region and language

    Global
    • Global (English)
    North & Latin America
    • Brazil (Português)
    • Argentina (Español)
    • Canada (Français)
    • Chile (Español)
    • Colombia (Español)
    Europe, Middle East, & Africa
    • France (Français)
    • DACH Region (Deutsch)
    • Italy (Italiano)
    • Spain (Español)
    • Greece (Elliniká)
    Asia & Australia
    • China (中文版)
    • Korea (한국어)
    • Japan (日本語)
  • Saved items (0)
    Saved items (0)

    You have no saved items.

    Bookmark content that interests you and it will be saved here for you to read or share later.

    Explore Bain Insights
  • Industries
    Main menu

    Industries

    • Aerospace & Defense
    • Agribusiness
    • Chemicals
    • Construction & Infrastructure
    • Consumer Products
    • Financial Services
    • Healthcare & Life Sciences
    • Industrial Machinery & Equipment
    • Media & Entertainment
      Industries
      Media & Entertainment
      • Media Lab
    • Metals
    • Mining
    • Oil & Gas
    • Paper & Packaging
    • Private Equity
      Industries
      Private Equity
      • Due Diligence
      • Exit Planning
      • Firm Strategy & Operations
      • Portfolio Value Creation
    • Social Impact
    • Retail
    • Technology
    • Telecommunications
      Industries
      Telecommunications
      • Capital Expenditure
      • Telco Digital Transformation
    • Transportation
    • Travel & Leisure
    • Utilities & Renewables
  • Consulting Services
    Main menu

    Consulting Services

    • Customer Experience
    • Sustainability
    • Innovation
    • M&A
    • Operations
    • People & Organization
    • Private Equity
    • Sales & Marketing
    • Strategy
    • AI, Insights, and Solutions
    • Technology
    • Transformation
  • Digital
  • Insights
    Main menu

    Insights

    • Industry Insights
    • Services Insights
    • Bain Books
    • Webinars
    • Bain Futures
    View all Insights
    Featured topics
    • Tariff Response
    • Artificial Intelligence
    • Thriving in Uncertainty
    • Executive Conversations
    • Macro Trends
    • M&A Report
    • Healthcare Private Equity Report
    • Paper & Packaging Report
    • Technology Report
    • CEO's Guide to Sustainability
    • CEO Insights
    • CFO Insights
    • COO Insights
    • CIO Insights
    • CMO Insights
    View all featured topics
  • About
    Main menu

    About

    • What We Do
    • What We Believe
    • Our People & Leadership
    • Client Results
    • Awards & Recognition
    • Global Affiliations
    Further: Our global responsibility
    • Sustainability
    • Social Impact
    • World Economic Forum
    Learn more about Further
  • Careers
    Main menu

    Careers

    • Work with Us
      Careers
      Work with Us
      • Find Your Place
      • Our Work Areas
      • Integrated Teams
      • Students
      • Internships & Programs
      • Recruiting Events
    • Life at Bain
      Careers
      Life at Bain
      • Blog: Inside Bain
      • Career Stories
      • Our People
      • Where We Work
      • Supporting Your Growth
      • Affinity Groups
      • Benefits
    • Impact Stories
    • Hiring Process
      Careers
      Hiring Process
      • What to Expect
      • Interviewing
    FIND JOBS
  • Offices
    Main menu

    Offices

    • North & Latin America
      Offices
      North & Latin America
      • Atlanta
      • Austin
      • Bogota
      • Boston
      • Buenos Aires
      • Chicago
      • Dallas
      • Denver
      • Houston
      • Los Angeles
      • Mexico City
      • Minneapolis
      • Monterrey
      • Montreal
      • New York
      • Rio de Janeiro
      • San Francisco
      • Santiago
      • São Paulo
      • Seattle
      • Silicon Valley
      • Toronto
      • Washington, DC
    • Europe & Africa
      Offices
      Europe & Africa
      • Amsterdam
      • Athens
      • Berlin
      • Brussels
      • Copenhagen
      • Dusseldorf
      • Frankfurt
      • Helsinki
      • Istanbul
      • Johannesburg
      • Kyiv
      • Lisbon
      • London
      • Madrid
      • Milan
      • Munich
      • Oslo
      • Paris
      • Rome
      • Stockholm
      • Vienna
      • Warsaw
      • Zurich
    • Middle East
      Offices
      Middle East
      • Doha
      • Dubai
      • Riyadh
    • Asia & Australia
      Offices
      Asia & Australia
      • Bangkok
      • Beijing
      • Bengaluru
      • Brisbane
      • Ho Chi Minh City
      • Hong Kong
      • Jakarta
      • Kuala Lumpur
      • Manila
      • Melbourne
      • Mumbai
      • New Delhi
      • Perth
      • Shanghai
      • Singapore
      • Sydney
      • Tokyo
    See all offices
  • Alumni
  • Media Center
  • Subscribe
  • Contact
  • Global
    Main menu

    Select your region and language

    • Global
      Select your region and language
      Global
      • Global (English)
    • North & Latin America
      Select your region and language
      North & Latin America
      • Brazil (Português)
      • Argentina (Español)
      • Canada (Français)
      • Chile (Español)
      • Colombia (Español)
    • Europe, Middle East, & Africa
      Select your region and language
      Europe, Middle East, & Africa
      • France (Français)
      • DACH Region (Deutsch)
      • Italy (Italiano)
      • Spain (Español)
      • Greece (Elliniká)
    • Asia & Australia
      Select your region and language
      Asia & Australia
      • China (中文版)
      • Korea (한국어)
      • Japan (日本語)
  • Saved items  (0)
    Main menu
    Saved items (0)

    You have no saved items.

    Bookmark content that interests you and it will be saved here for you to read or share later.

    Explore Bain Insights
  • Industries
    • Industries

      • Aerospace & Defense
      • Agribusiness
      • Chemicals
      • Construction & Infrastructure
      • Consumer Products
      • Financial Services
      • Healthcare & Life Sciences
      • Industrial Machinery & Equipment
      • Media & Entertainment
      • Metals
      • Mining
      • Oil & Gas
      • Paper & Packaging
      • Private Equity
      • Social Impact
      • Retail
      • Technology
      • Telecommunications
      • Transportation
      • Travel & Leisure
      • Utilities & Renewables
  • Consulting Services
    • Consulting Services

      • Customer Experience
      • Sustainability
      • Innovation
      • M&A
      • Operations
      • People & Organization
      • Private Equity
      • Sales & Marketing
      • Strategy
      • AI, Insights, and Solutions
      • Technology
      • Transformation
  • Digital
  • Insights
    • Insights

      • Industry Insights
      • Services Insights
      • Bain Books
      • Webinars
      • Bain Futures
      View all Insights
      Featured topics
      • Tariff Response
      • Artificial Intelligence
      • Thriving in Uncertainty
      • Executive Conversations
      • Macro Trends
      • M&A Report
      • Healthcare Private Equity Report
      • Paper & Packaging Report
      • Technology Report
      • CEO's Guide to Sustainability
      • CEO Insights
      • CFO Insights
      • COO Insights
      • CIO Insights
      • CMO Insights
      View all featured topics
  • About
    • About

      • What We Do
      • What We Believe
      • Our People & Leadership
      • Client Results
      • Awards & Recognition
      • Global Affiliations
      Further: Our global responsibility
      • Sustainability
      • Social Impact
      • World Economic Forum
      Learn more about Further
  • Careers
    Popular Searches
    • Agile
    • Digital
    • Strategy
    Your Previous Searches
      Recently Visited Pages

      Content added to saved items

      Saved items (0)

      Removed from saved items

      Saved items (0)

      Industry

      Financial Services

      Financial Services

      Develop innovative answers for financial institutions in a fast-changing environment

      Our Experience

      95%
      of the top 15 global banks have worked with us
      100%
      of the top 5 global multiliners have worked with us
      9,800+
      projects completed globally across sectors

      We work with companies across the full spectrum of financial services, including banking, payments, insurance, wealth and asset management, and capital markets. Our highly collaborative approach is designed to help you manage risks, reduce costs, innovate, boost customer loyalty, turn data and analytics into a competitive weapon, and achieve breakthrough digital transformations. 

      With deep experience across every financial sector, our financial services consultants work side-by-side with you and are fully invested in your success—we treat your business as if it were our own. We can help you develop clear, practical action plans and implement them efficiently, to ensure you achieve real and sustainable performance improvement. We have unmatched expertise across every strategic and operational area that financial services firms are currently focused on, augmented by a broad array of specialized capabilities, including: 

      • All facets of M&A, including a systematic approach to post-merger integration that can unlock deal value beyond your expectations. 
      • Emerging trends and opportunities in sustainability, to ensure you pursue pragmatic actions that generate strong ROI, an approach we also carry through to ESG investing. 
      • Organizational enhancement and reinvention, including operating model redesign, the transformational power of the Agile enterprise, and a full suite of enterprise technology capabilities. 
      • Customer loyalty and experience advances, supported by our Simple & Digital approach, customer episode redesign, NPS Prism® benchmarking service and NextEngine digital attacker. 
      • A wide range of performance improvement disciplines, from zero-based budgeting to cost transformation. 
      • Vector℠, our unique cross-capability approach to digital delivery, which combines our expertise in automation, enterprise technology, advanced analytics, digital innovation and related disciplines, augmented by a robust ecosystem of best-of-breed partners. 
      • Deep expertise in risk and regulation, ensuring that you keep pace with a rapidly evolving landscape and maintain your competitive edge.
      ДАЛЕЕ СВЕРНУТЬ

      Sector Expertise

      Sector Expertise

      Banking

      From commercial, private and retail banking clients to digital natives, digital attackers, fintechs and other disruptors, we help our clients achieve results today as they make the essential moves needed to win in the years ahead.

      Learn more

      Payments

      We help card issuers, merchant acquirers, payments processors and card networks embrace the latest innovations, from real-time A2A and peer-to-peer payments to distributed ledger technology, so they can improve service, lower costs and keep pace with the rapidly evolving payments market.

      Learn more

      Insurance

      Amid a digital revolution, insurance companies need to focus on agility and customer-centricity. We help insurers develop and execute strategies that increase profitability and efficiency, leverage digital capabilities, improve customer loyalty, and gain competitive advantage from advanced analytics.

      Learn more

      Wealth and Asset Management

      Wealth, asset management and private banking institutions need to be at the top of their game to satisfy the expectations of a sophisticated clientele. We work closely with companies across the sector on a wide range of strategic and operational enhancements, to insure you're positioned to provide the highest quality asset management, investment advice and financial planning services, so your clients meet their financial goals.

      Learn more

      Fintech

      As investment in fintech reaches an all-time high, we help you capitalize on the opportunity. We bring the flexible delivery of a start-up with the benefits of one of the world’s most experienced organizations to help you design, develop, and scale your fintech solution.

      Learn more

      Digital Assets and Blockchain

      With web3 enabling the efficient, transparent exchange of value online, digital assets are democratizing transactions and quickly gaining traction. We help demystify this new landscape, adapt your business, and position you for success.

      Learn more

      Market Infrastructure

      We work closely with stock exchanges, clearinghouses, fintechs, custody and security services, and payments infrastructure companies to ensure their operations are optimized to address the many value chain activities that support buy- and sell-side market participants.

      Learn more

      Deciphered: The Fintech Podcast

      With help from industry expert guests, we're deciphering the financial services world in a way that is digestible, to help add context to your day to day industry conversations.

      View all episodes Subscribe on Apple Podcasts

      AI in Financial Services

      Our research finds that 75% of financial services companies are achieving or exceeding their expected value with generative AI initiatives. What’s more, firms that embrace AI stand to reduce their customer service cost base by 20% to 30% and increase revenue by about 5%. Banks, insurers, fintechs, and wealth management firms are using AI to:

      • Enhance employee productivity with AI assistants handling basic tasks
      • Automate higher-value routine workflows such as customer correspondence 
      • Improve customer experience for B2C (e.g., banking chatbots) and B2B (e.g., account support for merchants using payments systems) 
      • Facilitate risk management activities (e.g., Know Your Customer) 

      Learn how AI is reshaping financial services

      Real Outcomes

      We helped NatWest transform customer engagement with AI-enabled processes that reduced the bank’s idea-to-value timeline from more than 60 days to just one day.
      Learn how we helped NatWest succeed with customers See how we’re helping global industry leaders win with AI

      How We Help

      We’ll help you use AI to streamline key activities and meet customers’ growing need for a personalized touch and rapid response and resolution times. To achieve this, we’ll guide you to the right organizational choices across program sponsorship, governance, staffing, and funding, so you can move quickly to realizing value.
      Learn more about our AI approach

      Our Client Results

      Банки

      How NatWest Is Scaling Customer Engagement with AI
      The bank partnered with us to transform its idea-to-value process from 60+ days to just one day.

      Финансовые услуги

      A Procurement Transformation Turns Cost Control into a Competitive Advantage
      A redesigned operating model and a comprehensive savings program  delivered meaningful results in the program's first year.
      See more

      Our Financial Services Consultants

      Headshot of Peter Stumbles

      Peter Stumbles Партнер New York

      Headshot of Dirk Vater

      Dirk Vater Партнер Frankfurt

      Headshot of Mikaela Boyd

      Mikaela Boyd Партнер New York

      Headshot of Katrina Cuthell

      Katrina Cuthell Партнер Sydney

      Headshot of Lindsey Naylor

      Lindsey Naylor Партнер London

      Headshot of Maximilian Cappel

      Maximilian Cappel Партнер Zurich

      Headshot of Jake Crandall

      Jake Crandall Партнер New York

      Headshot of Fernanda Lima

      Fernanda Lima Партнер Mexico City

      See more

      Our Financial Services Insights

      Финансовые услуги
      Rethinking Transformation: Lawrence Lam on Leading Change at Prudential
      Frankie Leung speaks with Lawrence Lam, CEO of Prudential Hong Kong, about organizational transformation and sustaining change through a people-led approach.
      Executives on Transformations
      Финансовые услуги
      Banking M&A
      As conditions shift, leading banks are fusing scale with scope to create future-ready organizations.
      M&A Report
      Финансовые услуги
      The Gap Between AI Strategy and Reality Is Execution
      AI’s eventual reshaping of financial services is clear, and now it’s a question of who can sequence, scale, and sustain execution across the enterprise.
      Brief
      Страхование
      Scaled AI Is Transforming the Claims Process
      While most insurers are still dabbling in generative AI, leaders are gaining an advantage in speed, cost, and productivity.
      Infographic
      See more

      A Closer Look

      Disruption from Within: De-risking Banking Transformations at Speed

      Replacing core systems is costly, complex, and time-consuming. It doesn't have to be.

      Banks’ New Growth Path: From the Customer to the Cloud

      How incumbents can re-architect to win market share, one slice at a time

      Tech System Modernization: Delivery Is in the Details

      More than 90% of large companies have pursued tech modernization projects in the past five years, but often struggle, especially with ERP, CRM, and core systems transformation.

      Customer Value Optimizer

      A data-led approach to growing revenue for insurers.

      How We Can Help

      AI, Insights, and Solutions

      AI, Insights, and Solutions

      Drive competitive advantage through AI, human-centered digital innovation, and data-powered solutions.

      Read more

      Enterprise Technology

      Enterprise Technology

      Companies with a strategic focus on technology outperform across industries. Stay ahead with tech foundations that fuel lasting growth.

      Read more

      Customer Experience

      Customer Experience

      Deliver a triple play of results: happier customers, employees and shareholders

      Read more

      Sustainability

      Sustainability

      Discover how embedding sustainability into your operations can boost efficiency, innovation, and growth while reducing environmental impact.

      Read more

      Post-merger Integration

      Post-merger Integration

      A unique approach that unlocks value beyond your expectations.

      Read more

      Organizational Design and Operating Model

      Organizational Design and Operating Model

      This is how you make your strategy happen

      Read more

      Agile Enterprise

      Agile Enterprise

      Become faster, more flexible, and intensely customer-focused

      Read more

      Risk, Finance and Compliance

      Risk, Finance and Compliance

      Identify and mitigate risks to focus on the actions that enhance your competitive advantage

      Read more
      See more
      View All Consulting Services

      Хотите продолжить обсуждение?

      Мы помогаем мировым лидерам бизнеса решать самые сложные проблемы и находить наилучшие возможности. Работая вместе, мы добиваемся устойчивых положительных изменений и результатов.

      Bain Insights. Our perspectives on critical issues global businesses face in today's challenging environment, delivered monthly.

      *I have read the Privacy Policy and agree to its terms.

      Please read and agree to the Privacy Policy.
      Bain & Company
      Contact us Sustainability Accessibility Terms of use Privacy Modern Slavery Act Statement Cookie Policy Sitemap Log In

      © 1996-2026 Bain & Company, Inc.

      Contact Bain

      How can we help you?

      • Business inquiry
      • Career information
      • Press relations
      • Partnership request
      • Speaker request
      See all offices