Financial Services

Umbrex is the fastest, most reliable way to find the right independent management consultant for a project in the financial services industry.
Over 90% of our Financial Services Practice consultants are alums of McKinsey, Bain, or BCG.

Finding the right consultant should be this easy.

1

Tell us about your project

2

Interview candidates

(We’ll provide bios within 48 hours on average)

3

Select your consultant and start work!

Find a consultant in our Financial Services Practice:

Prefer email? Write to [email protected]

The Umbrex Financial Services Practices

  • Asset & Wealth Management Practice

    Enabling asset and wealth managers to accelerate AUM and margins by optimizing distribution, product vehicles, pricing, operations, analytics, compliance.

  • Auto & Equipment Finance/Leasing (Captives Non-OEM, Independents) Practice

    Transforming non‑OEM auto and equipment lenders with dealer partnerships, optimized pricing and underwriting, digitized funding, lower losses, improved ROE.

  • Capital Markets & Market Infrastructure Practice

    Modernizing exchanges and market operators by optimizing liquidity, low‑latency platforms, data monetization, clearing/settlement efficiency, resilience, and regulatory compliance.

  • Commercial & SME Banking Practice

    Enabling commercial and SME banks to streamline onboarding, modernize treasury and lending, optimize pricing, and accelerate ROE.

  • Credit Bureaus & Identity/Fraud Services Practice

    Enabling credit bureaus and identity/fraud providers to optimize data partnerships, API monetization, identity verification, privacy compliance, fraud prevention, revenue growth.

  • Custody, Fund Administration & Transfer Agency Practice

    Modernizing custody, fund administration, and transfer agency by digitizing onboarding, boosting STP/NAV accuracy, enabling T+1, data APIs, and tokenized servicing.

  • Family Offices Practice

    Enabling family offices to strengthen governance, capital allocation, operating controls, consolidated reporting, succession, and direct investing with secure, scalable technology.

  • Financial Data Services Practice

    Accelerating financial data providers’ ARR by productizing APIs and cloud shares, enhancing data quality, entitlements, SLAs, pricing, and monetization.

  • Fintech And Insurtech Practice

    Accelerating fintech and insurtech growth by optimizing embedded finance, payments and lending platforms, onboarding, pricing, risk, compliance, profitability.

  • Hedge Funds Practice

    Enabling hedge funds to scale alpha and AUM by optimizing OMS/EMS, operations, risk, data platforms, institutional fundraising, compliance.

  • Insurance — Life & Retirement Practice

    Accelerating life and retirement insurer growth by optimizing in‑force value, distribution, pricing, reinsurance, IFRS 17/LDTI readiness, and digital operations.

  • Insurance — Property & Casualty Practice

    Transforming property and casualty insurers by optimizing distribution, pricing, underwriting, claims, and analytics to improve combined ratio and growth.

  • Insurance Brokers And MGAs Practice

    Transforming insurance brokers and MGAs by optimizing capacity panels, digital quote‑bind‑issue, producer productivity, embedded partnerships, delegated authority controls, and EBITDA.

  • Investment Banking Practice

    Modernizing investment banks to grow wallet share, accelerate origination, streamline KYC and syndicate execution, strengthen compliance, improve ROE.

  • Mortgage Finance & Services Practice

    Transforming mortgage originators and servicers by digitizing eClose, optimizing MSR and hedging, reducing cost‑per‑loan, defects, delinquency, and cycle times.

  • Payments & Networks Practice

    Transforming payments platforms and networks by optimizing issuing/acquiring, scaling acceptance, boosting authorization, reducing fraud, and enabling real‑time and cross‑border growth.

  • Private Credit Practice

    Enabling private credit managers to scale AUM by optimizing origination, underwriting, pricing, capital formation, operations, portfolio monitoring, and compliance.

  • Private Equity & Principal Investors Practice

    Transforming private equity and principal investors by optimizing fundraising, deal sourcing, operating model, analytics, portfolio value creation, and exit readiness.

  • Private Equity Practice

    Enabling private equity value creation through rapid diligence, optimizing portfolio operations, driving commercial acceleration, and maximizing exits.

  • Reinsurance Practice

    Enabling reinsurers to improve ROE by optimizing underwriting, catastrophe analytics, capital and ILS, retrocession, pricing discipline, IFRS 17/Solvency II.

  • Retail & Consumer Banking Practice

    Transforming retail banks by accelerating digital onboarding, growing deposits, optimizing pricing and personalization, modernizing cores, strengthening compliance, boosting ROE.

  • Specialty Consumer Finance & Non-bank Lenders Practice

    Transforming specialty consumer lenders by digitizing origination-to-servicing, strengthening partnerships, pricing and underwriting, reducing losses, optimizing funding, securitization, compliance, and profitability.

Find a consultant in our Financial Services Practice:

Prefer email? Write to [email protected]