Financial Services
Your partner in delivering sustained revenue and profit growth
Financial Services
Your partner in delivering sustained revenue and profit growth
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How to grow better in times of changing customer expectations, tightening regulations, digital disruptions, and a volatile global economy.
No matter their size, companies must move beyond legacy systems and put customers at the heart of their solutions.
Bak Global Consulting (BGC) understands this challenge. Decades of experience in the Financial Services sector and a deep-rooted understanding of customer decision making and behavioral economics make us the ideal partner to support you on your journey to sustained profitable growth.
Whether designing digital transformation strategies, optimizing business and price models for growth or rebuilding sales organizations for today’s business realities, we bring a wealth of knowledge, experience, and pragmatism to every business challenge.
How to grow better in times of changing customer expectations, tightening regulations, digital disruptions, and a volatile global economy.
No matter their size, companies must move beyond legacy systems and put customers at the heart of their solutions.
Bak Global Consulting (BGC) understands this challenge. Decades of experience in the Financial Services sector and a deep-rooted understanding of customer decision making and behavioral economics make us the ideal partner to support you on your journey to sustained profitable growth.
Whether designing digital transformation strategies, optimizing business and price models for growth or rebuilding sales organizations for today’s business realities, we bring a wealth of knowledge, experience, and pragmatism to every business challenge.
Banking
Fintech & payments
Insurance
Wealth & Asset Managements
Banking
Fintech & payments
Insurance
Wealth & Asset Managements
Changing consumer behavior, persistent technological advances, and regulatory pressures have forever altered the banking industry. Now is the time to leverage the revolution.
Innovation and technology have fueled rapid revenue growth across this industry. And it’s just getting started. Companies must keep up with the latest demands or risk being left behind.
Disruption, rapidly changing customer expectations, and an increasingly unpredictable world have made pricing risk more complex than ever. But with uncertainty comes opportunity for insurers.
Increasing regulatory pressures, competition from automated investment providers, and a volatile global economy are rapidly reshaping the industry. It’s time to reinvent traditional business models.
Services & Capabilities
Growth and innovation strategies
Customer segmentation and value management
Behavioral economics
Digital transformation
Pricing excellence
Market entry strategy
Our approach
We pride ourselves on being hands-on and results driven.
We take a 360-degree approach to understand the behavior and needs of the market, combining our expertise and agile mindset with our client’s knowledge to unlock your sustainable, profitable growth potential and do so at pace.
Our team combines specialist financial services and functional and digital expertise. We know how to monetize innovations and transform businesses to keep ahead in the digital world. From strategies to tangible outcomes, our solutions are made to last.
And last but not least, we make sure our solutions are correctly implemented.
How we've helped
Building a value proposition fit for a new market launch
A large Swiss retail bank was looking to grow its market position and launch a wealth management business for its high-net-worth clients. But, without a clear value proposition or established business unit, they needed some help to navigate the steps to a successful launch.
How we've helped
Using effective benchmarking to gain a better understanding of market competition
A large European bank lacked transparency on their competitors’ service and price models. They asked our team to benchmark price levels and calculate the total costs of representative sample clients at the bank and their peers, allowing them to focus on the areas of opportunity for long-term growth and those where development was needed.
How we've helped
How re-designing and digitalizing a discounting process led to a 65% increase in efficiency
A Swiss private bank approached us to help identify and optimize the inefficiencies in their discounting process – specifically their approval and reporting processes.
How we've helped
Leveraging data-driven buying personas and behavioral economics to increase digital acquisition
A Fintech banking app approached us to improve its pricing and marketing strategies. The client already had a tiered pricing structure and wanted to determine what growth levers they could flex to create new value.
How we've helped
Tackling volatile revenue streams through a transformative pricing and packaging re-structure
Our client, an investment research firm catering to individual investors, financial advisors and institutional clients, was experiencing slowing net growth, resulting in less predictable demand and a volatile revenue stream.
How we've helped
Engaging customers through a gamified approach to financial health
A German bank was struggling to get closer to its customers, seeing declining engagement and cross-selling. Advisors didn’t understand their customers’ needs and were spending time making cold calls with little success.
How we've helped
Empowering a commercial team through customer-level action plans and value arguments
One of the largest bill payment companies in the US was facing rising costs of payments and wanted to improve its net margins. They had already realized the cost reduction opportunities with their vendors but knew there was room for improvement with their pricing structure.
Latest insights
Discover our latest collection of blogs, videos, brochures, and more. Use the designated filters and sort for insights within your sector. Or simply browse through the latest trending topics in business today. Either way, there’s plenty for you to find and uncover.
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Our team
Jane Doe
Partner
- Paris, France
Jane Doe
Partner
- Paris, France
Jane Doe
Senior Partner
- Paris, France
Jane Doe
Senior Partner
- Paris, France
Jane Doe
Senior Partner
- Santiago de Chile, Chile
Jane Doe
Senior Partner
- Santiago de Chile, Chile
Jane Doe
Partner
- Munich, Germany
Jane Doe
Partner
- Munich, Germany
Jane Doe
Partner
- Paris, France
Jane Doe
Partner
- Paris, France
Contact us
Our experts are always happy to discuss your issue. Reach out, and we’ll connect you with a member of our team.
Contact us
Our experts are always happy to discuss your issue. Reach out, and we’ll connect you with a member of our team.