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Financial Services

Financial Services

Independent management consultants specializing in financial services industry

Umbrex connects our clients to independent management consultants with deep experience in the financial services industry. Over 90% of our financial services consultants are alums of McKinsey, Bain, or BCG. The majority also have experience in roles in the financial services industry.

Examples of how we help financial services clients

Led the digital strategy for a consumer bank with $20B in revenue and 75,000 employees. Defined the sales and remote service experience of the future.
Developed the 5-year strategic plan for the US commercial and private banking subsidiary of a leading German bank.
Developed the integration plan for a European bank merger, leading to €1B in cost reductions.
For a British multinational financial services company, established a regional financial crime compliance program across Africa, the Middle East, and Pakistan.
Assessed core banking system for network banks in Slovakia and Czech Republic. Completed vendor selection process for new system.

Advised the credit ratings modeling group of a leading North American bank on big data sources, model development, and governance.

Advised a large North American bank on end-to-end redesign of the capital planning process.

Oversaw a re-organization of the global strategy team for a European financial services company. Coordinated 15 strategic initatives to match resources across 6 locations in Europe and Asia.

Financial services experience at top firms such as:

Senior Vice President, Product

Managing Director

Managing Director, Chief Marketing Officer Americas

Head of Corporate Consulting

Senior Vice President, Citi Cards

Head of Private Banking Strategy at Credit Suisse

Director of Research and Competitive Analysis

Chief Strategy Officer

Executive Director, Global Investment Research

Community Banking President

What clients say

Insights on the financial services industry from our podcast:​


The Payments Industry

Michael Niczyporuk


Personalized Pricing

Cactus Raazi


Serving Regional Bank CIOs

Neil Gardner

Insights on the financial services industry from our members:

Useful resources on the financial services industry recommended by our members

  • National Association of Corporate Directors
  • Society for Corporate Governance
  • International Corporate Governance Network
  • Business Roundtable
  • The Handbook of Board Governance: A Comprehensive Guide for Public, Private, and Not-for-Profit Board Members 2nd Edition
  • A Carver Policy Governance Guide, The Policy Governance Model and the Role of the Board Member 2nd Edition
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How to get started


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