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


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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How Training, Change Management Foster Digital Inclusion

Property Casualty 360 published “How Training, Change Management Foster Digital Inclusion”  by Rajeev Aggarwal, Jenny Halim, and John Rodgers, exploring strategies to ensure all customers are equally informed throughout an insurer’s digital transformation journey.

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Insurance Inclusion Means Remembering the Non-digital Natives

Technology has provided customers with more choices and control over their buying decisions across many sectors, and for those who are comfortable with the format, it’s never been simpler.

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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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