Banking and Capital Markets strategy consulting services

Future-proofing retail and corporate banking, capital markets, and beyond

Redefining your tomorrow by overcoming today's challenges

With digital entrants and emerging technologies, the banking industry is facing an onslaught of new challenges and opportunities: Artificial intelligence and machine learning. Blockchain. Cybersecurity risks. Disruption from new fintech players and new deals. How do you find your strategic advantage?

As the only at-scale strategy business that’s part of a global professional services network, Strategy& advises leading financial services firms around the world. Working with clients to articulate a cohesive vision, we're experts in aligning strategy, capabilities, and products and services. Strategy& shows what’s possible and how to get there. This is strategy, made real.

How we help clients

Business strategy

From blockchain to cybersecurity, we help our clients think big — and deliver even bigger in the digital age. We’ll work alongside you as we develop corporate strategy, organic growth, portfolio strategy, pricing and profitability, shareholder value strategy, and strategic planning. This is how we turn vision into reality.

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Customer strategy

Exceed your customers' expectations and achieve lasting, profitable growth by leveraging our expertise in business, experience, and technology. Trust Strategy& to bring the know-how and scale you need to deliver results from the start. Our services include customer analysis, insights and segmentation, distribution channel strategy, product development  and pricing, marketing and brand effectiveness, or salesforce effectiveness.

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Deals strategy

Dreaming big is important – as long as those dreams are pulled down to earth. So when it comes to deals, we turn perspective into pragmatism and ambition into action. The result? Strategy that works in the real world for years to come. We help clients with acquisitions, diversitures, alliances, capital markets, private equity, and crisis and restructuring.

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Fit for Growth

Is your company ready to tackle its most intense challenges? Our Fit for Growth approach helps clients improve performance by cutting costs and growing stronger at the same time. It’s strategy, made real.

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Technology strategy

In a changing world, identifying and build winning capabilities in blockchain, cybersecurity, digital transformation, global risk, and more is how we help clients stay ahead of disruption and uncertainty. We deliver digital strategy and transformation, analytics and data management, Fit for Growth technology assessments, capabilities architecture, and technology operating models and organisation.

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Selected case studies

Creating and developing one of the Italian Cooperative Banking Group

Strategy& assisted one of the Italian Cooperative Banking Group’s Top Management in the definition of its growth strategy (including potential M&A) and multi-year business plan. In addition, we supported the Bank in the launch/ reinforcement of specific initiatives in specialty finance (e.g. leasing, rental, consumer credit).

Developing a new challenger bank for SMEs

Strategy& assisted a leading PE investor in the development of a fintech bank for small-medium enterprises. We supported the Top Management from strategy definition to business planning and to application to Bank of Italy. As a result, the bank asked Strategy& to support it in starting to implement its SME proposition.

Designing the offering of beyond-lending services for an Italian leading banking group

Strategy& helped identify and design a compelling proposition, service blueprint, and underlying business case for the provision of beyond lending services to bank’s SME clients.

Designing the target CIB EU27 service model for a leading Italian banking group

Strategy& supported a leading Italian banking group in the definition of its new Corporate & Investment Banking service model for EU. We assessed Brexit impacts on the revenue and operating model for the CIB division, evaluated market trends and peers’ orientation and analyzed possible opportunities and  changes to specific aspects of the current operating model.

Developing the growth strategy for the Italian payments domestic circuit

Strategy& assisted the Italian payments domestic circuit in developing its growth strategy and multi-year business plan. The big challenge was to change the pace, accelerate the renewal processes and give priority to the digitalization of the offer to support the spread among Italian people of the culture of digital payments, supporting banks with a payment instrument that could be used for each type and amount of payment.

Creating a new leading player in salary-backed loans

Strategy& supported a PE investor and a credit broker in the creation of a new and innovative player in salary-backed loans with the ambition to become a market leader in the medium term. We defined the target business model, the funding strategy and 5-year business plan, also helping with the application to Bank of Italy.

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Francesco Legrenzi

Francesco Legrenzi

Partner, Strategy& Italy

Garabet  Ayvazian

Garabet Ayvazian

Partner, Strategy& Italy

Gianluigi Benetti

Gianluigi Benetti

Partner, Strategy& Italy

Ennio La Monica

Ennio La Monica

Partner, Strategy& Italy

Francesco Cataldi

Francesco Cataldi

Partner, Strategy& Italy

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