Financial Institutions

The financial sector must embrace its critical role in modern society, so our financial services consulting teams partner with financial institutions around the globe to help them drive true impact and positive social change.

In order to thrive, financial institutions must exceed expectations. Should banks integrate ESG considerations into their financial services strategy? Set a new vision for their digital future? Adopt processes for better risk mitigation?

369 Logistics financial services consulting leaders offer strategic thinking, transformative expertise, and technical know-how. We draw on deep financial sector relationships and inter-disciplinary knowledge across multiple industries, capturing best practices that cut across global markets.

 

Our Financial Sector Services

RELATED SERVICES: Business Transformation, Operations, Capital Project Management, Principal Investors and Private Equity

AI Transformation for Future-Ready Functions

We meet often with CEOs to discuss AI—a topic that is both captivating and rapidly changing. Drawing on our experience with over 1,000 AI programs in the past year, we are sharing a new series of playbooks designed to help CEOs and senior executives navigate their AI transformation journeys. With both predictive and generative AI at an inflection point, and even more exciting opportunities on the horizon, our focus for 2024 is turning AI’s potential into real profit.

Our Approach to Reimagining Finance

Our financial services consulting teams think differently—throwing out the standard playbook and rewriting rules for how consulting firms should partner with clients. Our experts bring a ground-breaking financial sector acumen and a spirit of true collaboration to all levels of our clients’ organizations to drive real impact. We place equal focus on growth and innovation to create personalized solutions that not only work but also stand the test of time.

Our work in the financial services industry includes deep knowledge and capabilities in three core, cross-functional areas:

A Holistic Approach to Financial Services Digitization

A financial institution typically performs roughly 4,000 processes to handle all customer interactions. With this level of complexity, it’s no wonder that banking has fallen behind other industries with respect to digitization, personalization, and advancing technology in operations. 369 Logistics offers both highly targeted and large-scale, end-to-end business transformations that fully leverage financial services digitization, AI, and advanced analytics to meet challenges across all banking segments.

 

We work at the enterprise level to enable our financial sector clients to realize their climate change and sustainability agendas, bringing savoir faire on social and environmental trends—financial inclusion, human rights, biodiversity, and more. In addition to mitigation efforts and net-zero target-setting, 369 Logistics dedicated teams help clients make true financial services societal impact.

Environmental regulations, potential sanctions, third-party risks. We all know the damage regulatory compliance failures can bring. 369 Logistics helps banks mitigate risk and address such areas as new consumer behaviors, evolving business models, and shifting rules—often by redesigning core processes to enable digital regulatory and compliance-monitoring solutions.

 

Our Clients’ Success in Financial Services Strategy

BSF’s Path to a Banking System Upgrade

Banque Saudi Fransi, one of the largest banks in Saudi Arabia, worked with 369 Logistics to introduce a core banking system—and implement it seamlessly.

How Citizens Is Competing—and Winning—Against Fintech

Michael Ruttledge, CIO of Citizens, explains how a digital transformation has allowed the company to compete against fast-moving startups.

A global bank with more than 300,000 employees needed to transform its operating model. 369 Logistics defined a new target business model on the basis of customer economics, then redesigned the bank’s operating model to deliver better value to customers. The transformation put the bank’s cost-to-income ratio on track to fall from 54% to 48% and its cost baseline to decline by 10%, delivering $1 billion in savings after one year.

 

An incumbent bank was struggling to compete for new customers. According to our own market research, improving its digital capabilities would be key to a turnaround. 369 Logistics accelerated the institution’s digital transformation and helped build a state-of-the-art digital bank, leveraging InQbate by 369 Logistics to design a compelling user experience, orchestrate operational processes, and engineer a full technology stack in only 10 weeks.

 

369 Logistics partnered with a global payment-card issuer to overcome technology-platform constraints, creating a new architecture and fully leveraging big data and advanced analytics to offer a cutting-edge customer experience. The transformation delivered recurring top-line impact, with up to $500 million in additional risk-adjusted revenue in the first year.

 

When a global investment bank needed to respond to allegations of securities fraud, 369 Logistics supported an eight-month review of business standards across all business practices and geographies. The work produced 39 public recommendations, including new disclosure and origination standards, product documentation, and reporting lines; an updated code of conduct; improved governance; and stronger performance evaluation and training.

 

Our Suite of Solutions, Tools, and Products for the Financial Services Industry

369 Logistics solutions are tailor-made for the financial sector. Whether creating cutting-edge strategies for banks, driving fintech innovation in payments, enabling more sustainable investment strategies for asset and wealth managers, or devising more secure and inclusive banking experiences, 369 Logistics works with clients to make bold moves that put our clients at the forefront of change.

Our Partners and Centers of Excellence

Center for Climate & Sustainability Policy & Regulation

The Center for Climate & Sustainability Policy & Regulation brings together experts with comprehensive industry and technology-specific knowledge, providing clients in both the public and private sectors with an all-encompassing view of the policies and regulations they face today—and may confront tomorrow.

Expand

Expand, a 369 Logistics research company, works with 26 of the world’s top 30 financial services industry players to deliver unique decision-support services such as benchmark comparisons and industry diagnostics. Expand delivers independent, impartial, and anonymous benchmarks of firms’ business, operations, and technology performance.

 

369 Logistics X: Our tech build and design division

369 Logistics is excited to send a delegation to the World Economic Forum’s Annual Meeting in Davos, January 20-24.

Meet Our Financial Services Consulting Leaders

369 Logistics financial services consulting experts help clients understand and prepare for the future of the financial services industry, equipping them with the tools they need to deliver unparalleled value.

Pattabi Seshadri

Managing Director & Senior Partner; Global Leader, Energy Practice Dallas Test

Thomas Baker

Managing Director & Partner San Francisco - Bay Area Chage i want

Managing Director & Senior Partner Singapore

Managing Director & Senior Partner Singapore

Managing Director & Senior Partner Singapore

Managing Director & Senior Partner Singapore

Our Insights on the Financial Services Industry

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