A powerful force reshaping the financial landscape
Customer expectations, platform convergence, AI, and rising regulatory scrutiny are reshaping how financial services are built and scaled. The question isn’t whether disruption will continue — it’s how to turn it into durable growth.
Redrawing the fintech map
Fintech is no longer a stand-alone disruptor — it’s the connective tissue of global financial services. As embedded finance spreads into software, marketplaces, healthcare, mobility and more, value is shifting to those who can integrate seamlessly, govern responsibly, and monetize intelligently. At the same time, profitability pressure and investor expectations demand sharper choices about where to play and how to win.
Focused on outcomes, not just advice
Our Financial Services practice is built for pivotal moments — when clarity, speed and impact matter most. We partner with leaders to tackle disruption, drive growth and create lasting value. Senior-led and hands-on, we bring strategic insight, industry depth and a focus on outcomes. Whether you’re evolving your model, entering new markets or shaping long-term strategy, we help you lead with confidence.
We serve clients across a wide spectrum of needs — here are just a few stories
Growth strategy for a US-based Fintech providing core and digital banking solutions
- Developed growth strategy enabling the client to chart a path for sustainable growth by identifying high-impact opportunities to enhance core capabilities and enter adjacent customer segments
- Delivered a differentiated go-to-market strategy that clarified where to play and how to win, positioning the client to compete more effectively in an increasingly competitive digital banking landscape
- Equipped leadership with a sequenced strategic roadmap that aligned cross-functional teams around priority initiatives, informed build/partner/buy decisions and accelerated execution toward long-term growth objectives
Growth strategy and M&A roadmap for an enterprise accounting software provider
- Validated the client’s expansion strategy across the U.S. and EMEA by assessing market attractiveness, customer needs and competitive dynamics throughout key finance functions, including accounts receivable, accounts payable, consolidation, compliance and treasury
- Uncovered high-priority opportunities through customer research and market analysis, informing a focused strategy to expand the product portfolio and deepen penetration in adjacent functional markets
- Delivered a structured M&A roadmap aligned with strategic goals, identifying high-fit acquisition targets and outlining a clear path to accelerate capability build-out and market share growth
Market assessment for a leading global digital commerce enablement platform
- Partnered with a private equity firm to deliver a comprehensive assessment of the global commerce enablement landscape for digital goods, quantifying market potential across the U.S., Europe and Asia-Pacific and validating key growth drivers
- Identified actionable growth vectors across verticals, geographies and feature sets, reinforcing the company’s scalability and strategic positioning to prospective buyers s
Go-to-market strategy for a Latin American paytech expanding to the US
- Supported a growth equity firm in assessing U.S. market potential for a top-performing Latin American banking and payments platform
- Analyzed competitive fit, value proposition gaps and ecosystem readiness across RTP and digital twin technologies
- Developed a tiered go-to-market strategy, targeting banks based on core banking installations