Financial Services Consulting

Transforming Financial Services for Market Leaders

P&C Global partners with the world’s leading financial institutions to unlock new revenue, develop innovative new products, streamline operations, optimize capital allocation, and improve risk management—driving transformational change and delivering measurable impact across banking, insurance, asset management, fintech, and capital markets. We serve over 60% of the top 50 global financial services firms, including major global banks, investment banks, national central banks, and leading global insurers. As a full-service management consultancy with over $100 billion in client value delivered annually and 14,000 successful engagements worldwide, we don’t just advise—we execute. From next generation digital banking strategies to advanced fraud detection algorithms, our precision-engineered solutions ensure financial leaders stay ahead of disruption and drive sustainable growth.

Driving Innovation Across Financial Services

Trusted by 95% of the Global 50, P&C Global goes beyond strategy to deliver concrete results. Our cross-disciplinary teams identify, design, and deploy tailored, turnkey solutions, using our proprietary 4D methodology to manage across the program lifecycle from business model incubation to marketing campaigns. We enable banks, insurers, and wealth management firms to secure market leadership by implementing AI-powered fraud detection systems and enhancing customer engagement with personalized digital experiences.

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Our People

Julienne Meyer Headshot
Chief Implementation & Delivery Officer
Adam Foley Headshot
Senior Managing Director
Page Regina 12302022
Senior Managing Director

Explore Our Financial Services Expertise

With a global network of over 8,500 specialists, P&C Global empowers financial institutions to navigate market shifts, drive innovation, and strengthen their competitive edge. Our tailored consulting solutions span strategy, operations, risk management, digital transformation, data-driven insights, human capital optimization, and regulatory compliance—helping organizations unlock growth and future-proof their success.

Strategy & Innovation Services

We develop cutting-edge growth strategies, identify acquisition opportunities, optimize financial products, and drive customer experience innovations. Leveraging our deep expertise coupled with AI-driven insights, we help financial institutions incubate new businesses, forge fintech partnerships, enhance digital banking, and deliver hyper-personalized customer experiences. Our expertise includes market entry and expansion strategies, innovation management, business model validation and scaling, future-readiness planning, customer journey reimagination, strategic partnerships & fintech collaboration, and AI & automation-driven strategies.

Corporate Performance Services

We enhance financial performance, drive cost and capital efficiency, and strengthen enterprise-wide risk management and regulatory compliance through robust approaches including capital optimization strategies, business process reengineering, and AI-powered fraud and anomaly detection. Our solutions maximize profitability, fortify balance sheets, and mitigate risk exposure in an increasingly volatile financial landscape. We specialize in benchmarking and analytics, cost management and reduction strategies, resilience planning, capital efficiency and liquidity optimization, M&A execution and post-merger integration, and regulatory compliance and governance including RegTech solutions.

Organization & Human Capital Services

We transform workforces to build resilient, future-ready financial institutions by fostering agile leadership, designing innovative organizations, positioning and establishing employer brands, recruiting key talent, upskilling teams for AI-enabled digital finance, engaging employees, and promoting high-performance work cultures. Our expertise spans organizational and cultural transformation, leadership development and executive coaching, succession planning, talent acquisition, people analytics, workforce planning and retention strategies, employee engagement and performance optimization, HR information systems, change management, and compensation, incentive, and benefits programs.

Digital Transformation Services

We implement digital-first financial ecosystems, AI-powered automation, and other emerging technologies to drive innovation. Our expertise spans omnichannel banking and customer experience design, mobile banking super apps, personalized UX/UI, e-commerce and digital payment solutions, blockchain and smart contracts, seamless digital client onboarding and lifecycle management, customer data platforms, and real-time fraud detection. We drive efficiency and manage risk through core banking platform modernization, robotic process automation (RPA), AI-powered risk and compliance automation, and fraud prevention.

IT Transformation Services

We modernize IT infrastructure, integrate cloud solutions to enhance financial resilience, and strengthen cybersecurity. Our solutions include designing secure, scalable architectures, deploying blockchain for transaction security, and implementing AI-driven threat detection to safeguard institutions from evolving cyber risks. Our expertise covers cloud infrastructure and security, core banking IT modernization, financial cybersecurity and fraud prevention, regulatory IT compliance and risk management, identity and access management (IAM), zero trust security frameworks, and AI-driven IT operations and monitoring.

AI, Data, & Cognitive Sciences Services

We provide customer behavior insights, intelligent risk modeling, algorithmic trading, and fraud detection through AI and predictive analytics, enhancing client service, underwriting, asset management, and real-time decision-making. Our expertise spans behavioral segmentation, advanced credit scoring models, AI-driven risk management, predictive forecasting, scenario modeling, and stress testing. We also specialize in explainable AI, advanced analytics, and business intelligence—delivering data-driven insights that enhance decision-making and drive strategic growth.

Representative Clients

Unmatched Expertise, Experience, & Technology for Financial Institutions

14,000+
Successful engagements powered by AI-Driven Business Transformation
1,600+
Certified Professionals in Strategy & Innovation, Globally
1,000+
Certified Professionals in Finance and Risk Management, Globally
2,300+
Certified Professionals in Digital Transformation, Globally
100%
On-Time Digital Transformation Engagements (Last 5 Years)

Deep Expertise in Financial Services

With expertise across global banking, capital markets, insurance, wealth management, and fintech, P&C Global is a trusted partner in financial transformation. We don’t just advise—we execute with precision, helping financial leaders redefine digital banking, streamline compliance, and enhance financial performance while adapting to market disruption and evolving customer expectations. Our strategic insights and hands-on execution empower institutions to lead with confidence, innovate at scale, and drive sustainable growth.

Certified Industry-Leading Approaches

P&C Global’s leadership in financial services is backed by industry-recognized certifications and compliance expertise, ensuring financial institutions meet the highest standards in regulatory oversight, risk management, and cybersecurity. We guide clients through Basel III/IV, IFRS, SEC compliance, GDPR, ISO 27001 (information security), and SOC 2 frameworks while implementing robust governance to ensure resilience and trust.

Why Choose P&C Global?

Our deep industry expertise and hands-on execution approach make us the ideal partner for financial institutions worldwide. We help clients:

  • Penetrate new markets and expand service offerings by building upon core capabilities. 
  • Enhance profitability through risk-optimized investment strategies.
  • Transform digital banking and payments with AI-driven personalization.
  • Optimize operational efficiency through automation and AI-powered analytics. 
  • Ensure cybersecurity resilience with end-to-end risk mitigation strategies.
  • Achieve compliance seamlessly with automated regulatory reporting solutions.

Unlike firms that simply advise and leave execution to third parties, P&C Global integrates strategy with real-world implementation—ensuring tangible results and lasting impact.

Client Success Metrics

Your Trusted Partner in Financial Transformation

We don’t just provide recommendations—we actively execute and implement cutting-edge financial strategies, AI-driven solutions, and risk-optimized frameworks to fuel growth efficiency, resilience, and long-term success.

Are you ready to transform your financial services organization?

Optimize Your Strategy & Execution in Financial Services

Drive Growth, Engage Clients, & Streamline Operations for Superior Results

Success Stories

A dynamic showcase of P&C Global’s transformative engagements and the latest industry trends.

Demonstrated Outcomes. Significant Influence.

Witness the remarkable achievements we’ve enabled for ambitious clients.

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Our Insights

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