Financial Services

Financial services firms face uncharted challenges and unprecedented opportunities. Digital transformation has dramatically altered how companies unlock growth, and thriving today necessitates a new approach.

Contradictory forces of increased cost and complexity of regulation combined with the need to drive lower costs to the core business and invest in new technologies and customer interfaces necessitate rethinking corporate strategy and how to bring it to life.

The road to sustained growth is more difficult than ever. New market entrants constantly threaten the status quo. New tools and technology dramatically impact the velocity of change. Yet companies who take a holistic view and operationalize a contemporary strategy that pulls the right levers at the right time can sustain success. This strategy means tapping new operating models to build agility, enhanced digital and analytics capabilities to create advantage, and change led by business leadership.

Digital adoption has rapidly increased and employees can and want to continue working remotely. These trends need to be locked in and act as the catalyst to drive accelerated transformational performance improvement.

Over 15 years, our financial services clients have reaped billions of dollars of benefits from our projects spanning sales, service, and operations. Our expertise includes asset banking, insurance, and asset management, among others.

Team Contacts

"The SSA & Company team members are all highly-knowledgeable, insightful, and added immeasurable value for the senior management team. These are highly-proficient business people who consistently offer tangible and actionable input. Before knowing them, I was highly skeptical of consultants from personal past experience. I respect this company and every member of its team."

Bill Curcio, Chairman, Risk Management

How We Help Our Clients

Operating Model Design and Performance Improvement

Developing an operating model with multiple dimensions: processes, work structure, people and talent, technology and data, and governance and accountability

Digital Transformation, RPA, and Artificial Intelligence

Operationalizing key data elements and driving back-office process automation while using advanced analytics, RPA, and AI to propel a digital-first strategy and innovation

Journey Mapping to Drive Operational Excellence

Improving end-to-end flow of operations to drive efficiency and effectiveness while also embedding a culture that enables sustained process improvement

Design Thinking and Lean

Using Agile operational design methodology to create a customer-focused Enterprise with profitable growth

Operationalizing Regulatory Change

Helping firms operationalize regulations while maintaining the appropriate balance between cost of compliance and risk exposure

Cost Reduction

Driving tactical and structural changes to deliver sustainable improvements in efficiency, effectiveness, and customer outcomes


Implemented KPI Tracking Program to Accelerate $1B Savings Initiative

A global insurance corporation lacked actionable real-time information on business unit performance and progress towards multi-year savings goals. The company sought to develop a standardized process for establishing KPIs to improve clarity and timeliness of reporting.

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Featured Insights


Can Better Resource Management Help P&C Out of Its Slump?

The property and casualty sector has suffered steep and unambiguous losses in recent years – better resource management could be the solution the industry is looking for. Brian Nordyke and Jonathan Schwartz are featured in this Property Casualty 360 article looking at how better resource management could help property casualty insurers.

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A New Approach to Resource Management

Better resource management can help insurers avoid wasting time and resources on projects. Brian Nordyke and Jonathan Schwartz offer insights to enhance operational efficiency in this Insurance Thought Leadership article.

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Goldman Retreat From RIA Market Shows Pitfalls of Chasing Varied Clients

Pierre Buhler spoke with InvestmentNews about Goldman Sachs’s decision to drop its registered investment advisor business.

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Banc of California, PacWest Tie-Up Likely to Receive Warm Regulatory Welcome

Pierre Buhler spoke with SP Global Market Intelligence about potential integration issues associated with the proposed PacWest and Banc of California merger in this article.

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Annuity Carriers Boost Staff & Streamline Operations to Handle Booming Business

Insurers are prioritizing operational resilience and sales automation to meet surging consumer demand for fixed-rate annuities. Wayne Dix and Brian Nordyke talked to Life Annuity Specialist about operating in today’s environment in this article. 

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Deposit Growth in Tricky Times

The “deposit wars” continue as securing deposits remains a top issue for banks in an uncertain market. Vinod Prashad discusses the increasing competition for bank deposits in this ABA Banking Journal article. 

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Why Banks Must Embrace Blockchain Beyond Cryptocurrency

For many, blockchain has become synonymous with cryptocurrency and its volatile nature. Wayne Dix and John Rodgers cover the emerging applications of blockchain in banking beyond cryptocurrency in this Information Week article. Read a preview of the article below.

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Digital Transformation Success—The Human Factor

The human factor is usually the last thing companies think about when undergoing digital transformation, and it should be the first. Insurance Innovation Reporter published this article by John Rodgers and Rajeev Aggarwal outlining ways companies can accelerate employee adoption of digital transformation initiatives.

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Success in Digital Transformation

In Success in Digital Transformation for Insurance Innovation Reporter Jordan Heichel, Yogesh Sheth, and Andrew Solar share a set of digital commandments that keep Digital Transformations on track to achieve their desired vision.

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How Capital One Improves Visibility Into Snowflake Costs

Vice President Nick Kramer was featured in “How Capital One Improves Visibility Into Snowflake Costs” VentureBeat about Capital One’s partnership with Snowflake and how its first product, Slingshot, helps enterprises manage cloud costs and automate governance.

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Find out how we can help transform your business

While today’s age of disruption and rapid digitization has companies rethinking their strategies, few know how to translate them into action and results. We work with clients to develop and implement tailor-made solutions that deliver exponential returns.

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