Gain a deeper insight into the needs of your current customers and prospects

The challenges

The solutions

The financial services sector finds itself in a uniquely complex and challenging environment. But at the heart of any institution's strategy to survive and thrive is a deep understanding of client relationships, growth models and the power of brand.

These challenges present management and marketing teams with a complex agenda for change.  

Financial services firms face a series of strategic issues. Marketing-led strategies require firms to shape their value propositions more accurately around customer need. Successful product innovation has become a key to competitive advantage. Compliance and risk management are a constant challenge to the pace of growth. Predicting and addressing customer need is increasingly difficult. 

To thrive in this environment, firms need successful and practical strategies for each of these challenges. 

Above all, firms do best when they align their business behind a deep understanding of customers’ complex needs. And by doing so, turn growth opportunities into revenue.
Lighthouse advises financial services businesses in the major areas of this diverse sector.  We’ve completed assignments in commercial and retail banking, investment banking & private equity, broking, institutional asset management, private wealth management and insurance. 

Our clients are some of the most distinguished brands in financial services including Schroders, Merrill Lynch, UBS, JPMorgan Fleming, the London Stock Exchange, Credit Suisse, Dresdner Kleinwort, Coutts & Co, Brewin Dolphin and Norwich Union. 

We help these and other firms to launch value propositions, to gain a deeper insight into customer loyalty, to track the competition and exploit new business opportunities.

We specialise in providing advice on market entry, product innovation and development, brand and marketing strategy.

The senior members of our financial services team have been seconded at senior levels within leading financial service firms including JPMorgan and American Express. So we understand this sector as practitioners not just advisers.