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


A Painful Year Looms for Issuers of Middle-Market Consumer Credit Cards

Pierre Buhler was featured in this American Banker article outlining strategies for credit card issuers operating in an increasingly complex environment. 

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Corporate Overhaul at Citigroup

Pierre Buhler was featured in this CNBC article about the corporate overhaul underway at Citigroup in the wake of the new CEO Jane Fraser’s plan for sweeping layoffs in an attempt to cut costs.

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Citi Considers 10% Job Reduction

Pierre Buhler is featured in this Retail Dive article about the reorganization underway at Citigroup under new CEO Jane Fraser.

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Targeting Friction in Corporate Cash Flow

Pierre Buhler is featured in this American Banker article about new strategies for corporations looking to better manage cash flow and working capital. 

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Rising Costs, Tough Choices: Banking in the Era of Inflation

Banks have entered a period of increased uncertainty over the last few months. Notation agencies like Fitch have already started to review ratings, and countless banks are either downgraded or being considered for a downgrade. No one is spared, neither small banks nor large banks.

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Banking’s Cost Crunch: Tackling Layoffs and Regulatory Challenges

Beyond personnel overages, banks are pressed to get their costs well under control for the foreseeable future. The second article in our two-part series looking at the top risks facing banks focuses on the ever more demanding regulatory and compliance requirements, increased need for human and financial resources, and commercial and personal defaults/default risks to avoid.

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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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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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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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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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