The financial services sector finds itself in a uniquely
complex and challenging environment. There is much to be done in
rebuilding trust in brands of all shapes and sizes, and in tackling decreased client loyalty.
To prosper in these recessionary times, financial institutions must show a deep understanding of their client’s changing needs. They must also show that they can respond to a diminished appetite for risk amongst their clients, and increasing demands for higher levels of service for less money.
These challenges present management and marketing teams with a complex agenda for change.
Firms do best when they align their business behind a deep understanding of clients’ complex needs. And by doing so, turn growth opportunities into revenue. Lighthouse Global 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.
We help these and other firms to launch value
propositions, to gain a deeper insight into client 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.
We also carry out fundamental re-appraisals of clients’ needs which, can lead to real behavior change even within the largest organisations. Our executive coaching team at Berwick Gilbey can help drive that behavioural change through to success.
The senior members of our financial services team have been seconded at senior
levels within leading financial service firms. So we understand this sector as
practitioners not just advisors.

