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Financial services strategy consulting

Innovation is key to solving the tough challenges facing the financial services market today. Consolidation, shifting customer dynamics, sustainability needs and new digital capabilities are just some of the areas that demand attention now. EY-Parthenon financial services strategy consulting teams provide personal, actionable and transformative plans to help drive value-packed solutions.

Related topics Serviços Financeiros Estratégia e Transações Estratégia pela EY-Parthenon Agenda do CEO
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How the last financial crisis has driven improved resilience of banks

Banking insolvencies during the 2008 financial crisis highlighted areas that needed strengthening in the wider banking regulatory framework. Learn more.

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Quanto melhor a pergunta. Melhor a resposta. Melhor se torna o mundo de negócios.
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How can a long-term strategy stabilize a short-term crisis?

Experience navigating insolvencies during the financial crisis can inform the response to future shocks.

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Rebuilding trust requires attention to detail

Improving operational efficiency is key to recovering from a crisis – and can reveal more effective long-term solutions.

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Quanto melhor a pergunta. Melhor a resposta. Melhor se torna o mundo de negócios.
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Building a more robust banking system through crisis

Lessons learned on operational and financial resilience could help banks weather the COVID-19 pandemic.

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What EY-Parthenon financial services strategy consulting teams can do for you

As the financial services industry transforms, EY-Parthenon financial service strategists see a unique opportunity to reset organizations for future success.

With global megatrends driving the changes, from climate change, the rise of Gen Z and tech innovation, we help design and deliver transformation strategies that work in the real world.

EY-Parthenon financial services strategy teams help financial services clients answer some of their toughest questions:

  • How do I pivot my business models through consolidation/direct models?
  • How do I adopt a digital asset strategy that provides the best chance to compete in the market?
  • How can I scale my (digital) business?
  • How can I expand my ecosystem?
  • How can I identify and manage strategic partnerships?
  • How can I align my ESG and business strategies to create long-term value?

With an eye toward competitive advantage, we support and unlock new value for clients through rigorous analysis, strategic advice and thorough implementation.

Our breadth of expertise and worldwide reach positions us to address key themes across the financial services industry, including long-term value creation, digital asset strategies, embedded finance, ecosystem-based models and sector convergence. As each sector has its unique challenges, EY-Parthenon financial services strategy teams have experienced professionals with specific expertise in:

  • Banking and capital markets

    This sector is undergoing a transformation — consolidation, the entrance of new, unregulated competitors, the influence of digitization and fintech on the lending market, cryptocurrencies, blockchain and the increased importance of sustainable finance. 

    Armed with deep market knowledge, future intelligence and proprietary tools, we help clients identify, select and onboard new partners, develop new digital assets, improve customer interaction and satisfaction, help in delivering value-added services for small and medium enterprises (SMEs), provide data-focused sales initiatives and find innovative ways to make sustainability a doable company priority. We even have developed a diagnostic assessment tool specifically for environment, sustainability and governance (ESG).

    Learn more

  • Wealth and asset management

    “Change” is the key word in this sector as well. Consolidation of companies to gain market share and reach more high-net-worth individuals is on the rise. New product types (e.g., digital assets, ESG) are becoming increasingly popular with clients especially as sustainability grows in importance. Alternative asset managers, who experience minimal government oversight on their unique value propositions (e.g., cryptocurrency investments), are also disrupting traditional firms.

    EY-Parthenon strategists advise clients on all of these changes. We help clients add value through potential partnership identification, deal-making and onboarding. We work with traditional banks and capital market players to develop new product investment strategies. We help improve customer service through new operations innovations.

  • Insurance

    Currently enjoying a windfall as a result of the pandemic, insurers must now reconfigure their products due to trends such as ESG. As regulations change, less profitable annuity assets are being divested. Convergence between sub-sectors is occurring as insurance moves into the asset management space.

    EY-Parthenon’s quarterly M&A market update is just one example of our deep sector knowledge. We advise our clients on potential strategic partnerships as well as smart divestitures. We also help clients rethink insurance business models as new priorities (e.g., environment and sustainability) become increasingly important and underwriting concerns change.

EY-Parthenon financial service strategists are here to help. We will work with you to develop and implement a custom strategy for your financial services organization. Whether it’s creating an in-house venture capital arm, shifting your business model or partnering with others for mutual benefit, EY-Parthenon strategists will assist you through the entire process.

Change is an opportunity for growth. EY-Parthenon financial services strategy consulting teams can help your company envision a better future and help make it a reality.

Explore EY-Parthenon solutions and technology 

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Think like your stakeholders to build long-term value

How EY-Parthenon can help

Consultoria de estratégia

Os profissionais da EY-Parthenon reconhecem que os CEOs e os líderes empresariais têm a tarefa de alcançar o máximo valor para as partes interessadas de suas organizações nesta era transformadora. Desafiamos suposições para projetar e entregar estratégias que ajudem a melhorar a rentabilidade e o valor a longo prazo.

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Estratégia corporativa e de crescimento

As equipes da EY-Parthenon ajudam a desenvolver e a oferecer oportunidades estratégicas para os clientes, proporcionando insights aprofundados de mercado, concorrentes e clientes — incorporando perspectivas financeiras, operacionais e de implementação em toda a organização.

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Digital M&A framework

From portfolio transformation, mergers and acquisitions (M&A), JVs and alliances to divestments, we help you determine the right strategic course to a digital future and create better value for your businesses.

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Estratégia de transação

As equipes da EY-Parthenon podem apoiá-lo no desenvolvimento, avaliação e execução de ponta a ponta da sua estratégia de transação. Eles trabalham junto com você, avaliando e priorizando oportunidades de investimento e otimização de portfólio e identificando metas para ajudar a alcançar todo o potencial.

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Estratégia de Reestruturação e Recuperação

A pandemia da COVID-19 exigirá que muitas organizações reformulem significativamente sua estratégia. A próxima onda de mudanças estratégicas deve se concentrar na reestruturação financeira e empresarial ou em uma estratégia de recuperação que possa ser implementada com rapidez e certeza. Oferecemos liderança de confiança em situações urgentes, críticas e complexas para transformar, criar, preservar e recuperar valor.

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Assessoria em M&A: Compras e Integração

Descubra nossos serviços de M&A: Compras e Integração. Ajudamos a viabilizar o crescimento estratégico através de fusões e aquisições integradas, joint-ventures e alianças.

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Ferramentas e tecnologias de M&A: Tecnologias de Capital Conectado

As equipes da EY oferecem um conjunto de tecnologias de M&A projetadas para trazer análises mais profundas e insights mais rápidos ao longo do ciclo de vida da transação.

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Advanced analytics

EY tech-enabled advanced analytics teams helps turn information into connected intelligent insights.

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Sustentabilidade e ESG

As equipes da EY podem ajudá-lo a criar sustentabilidade a longo prazo e valor ESG por meio de estratégia, fusão e aquisição, alocação de capital e otimização de portfólio.

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Consultoria em estratégia digital

As equipes de consultoria de estratégia digital da EY-Parthenon projetam e entregam estratégias de negócios digitais que ajudam a acelerar a transformação dos negócios e estimulam o crescimento.

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Consultoria em estratégia comercial

A EY-Parthenon ajuda as empresas a realizar o crescimento empresarial, melhorar a rentabilidade e ampliar o valor para os clientes e acionistas.

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Contact us for immediate support regarding your business strategy

EY-Parthenon financial services strategy consulting teams can help accelerate your business transformation.