Serving global financial services companies

OUR FIRM

We provide specialized consulting and project services to the investment, banking and financial services industries. We take pride in knowing your business and operations and the challenges of your industry. This thoroughness is exemplified every day by our leadership team and consulting staff. They have rich experiences and have worked alongside managers at top companies on their most pressing needs.

THE FINESSE WAY

Based on our consulting and industry knowledge, we have been developing process reference models, implementation tools, and industry-specific technical expertise for many years with the explicit goal of optimization for our clients. The Finesse Way leverages these capabilities along with our systematic approach that includes project management methods such as PMI / Prince2 and Agile along with our collective style of leadership enabling management ‘buy in’ and integration of the end user to ensure the success of a project on delivering its ROI and business value.

SEASONED CONSULTANTS

Our consultants average over 15 years of experience and have expertise in the investment, risk and technology disciplines of the financial services industry. As a result of this dedication, the "ramp-up time" they require is short and is devoted to learning about your organization, your people and your unique requirements, not your business and industry. Our consultants are carefully selected for their knowledge, functional expertise and personable working style. Typically they have advanced degrees, and always possess acute problem-solving capabilities and the ability to work in very complex and stressful environments.

CLIENT LOYALTY

The Finesse Way, our experienced consultants and our commitment to delivering projects and providing tangible results have earned us an impeccable reputation among our clients. As a result, our client loyalty is among the very highest in the consulting industry.

OUR CLIENTS

We serve the leading financial services companies in the world and take great pride in their ranking on The Forbes Global 2000 -- a comprehensive list of the world's biggest and most powerful companies, as measured by a composite ranking for sales, profits, assets, and market value. We are proud to recognize that the clients we serve are industry leaders and to share in just a small measure of their accomplishments:

Largest life insurer in the US

#1 in variable annuity assets in Japan

#4 life insurance group based on statutory assets

#2 in variable universal life sales

#3 seller of variable annuities in the US

#1 seller of fully-insured group disability sales

World's largest bank based on asset size

Seventh largest IPO ever in the US

Largest IPO in 2004 (tops the Google IPO)

Largest savings & loan bank in the US

8th largest bank in the US

#5 bank in the US by deposit size

Tenth largest company in the World

ABOUT US

Investment. Risk. Technology.