Independent Management Consulting Firm - Financial Services Consulting

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

“I spoke with Umbrex on a Friday afternoon; on Monday morning a former McKinsey Engagement Manager was leading our post-merger integration effort.”

“Umbrex is run by McKinsey alums, so they understand the type of talent I need.”

“We've got Umbrex on speed-dial.”

“Some consultants talk at you. Umbrex is a partner. They listen and ask smart questions. They help me figure out exactly what kind of profile I need.”

“I appreciate the flexibility I get with Umbrex. No fixed pyramid model. I can get one or more consultants, full time or part-time, junior or senior, remote or on-site.”

"No other firm operates with a comparable sense of urgency. Within twenty-four hours of speaking with Umbrex, I get profiles of highly qualified candidates who are a good fit for my project."

"We think of Umbrex as a strategic partner."

"One way that Umbrex particularly earned my trust is that if they aren't the right solution for a given project, they tell me up front and recommend another firm."

Insights on the financial services industry from our podcast:

Episode
299

The Payments Industry

Michael Niczyporuk

Listen

Episode
369

Personalized Pricing

Cactus Raazi

Listen

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

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 financial services industry consultant

or email us at: inquiry@umbrex.com

Financial Services

Independent management consultants specializing in financial services industry

Examples of how we help financial services clients