Consumer Financial Services

Our trustworthy, timely and thoughtful approach delivers every time 

Consumer behaviours and expectations are rapidly changing, and this is challenging consumer financial service providers to rethink products, services and even business models. Many players are innovating and experimenting with new products, delivery channels and analytics. Providers who can deliver a compelling new digital service model, and retain traditional values around trust and service, will be best-placed for the competitive battleground ahead.

We have partnered with a range of consumer financial services companies over the years, enabling them to implement long-lasting positive change through recruiting and developing talent.

The next-generation consumer financial services leader clearly requires transformation skills, as well as the ability to design and execute a future-oriented strategy. We have worked with some of the most dynamic companies in the sector, and have helped them build market-leading, future-ready teams. Each search engagement or talent advisory programme is bespoke, reflecting the specific objectives and subtleties of client needs.

Our Consultants work very closely with fast-emerging Convergence businesses, and have been successful in bringing deep local insights, coupled with our global network in cases of scaled expansion. These emerging areas require us to understand and solve the leadership challenges, both on the investment/lending side, and on the operating side.

Our team can tap into broader customer-centric sectors that have honed best practice and have increasingly become sources of talent. Our process is data driven which empowers us and our clients to attract the right talent to meet business goals at the right time.

To discuss your current business challenges and how our talent solutions can help you please get in touch today.

Lead Consultants

Shivani Hazari View profile

Shivani Hazari

Managing Director
Delhi, Mumbai

Linda Chang View profile

Linda Chang

Hong Kong

David Bailey View profile

David Bailey

Executive Director

We specialise in:

  • Consumer Banking
  • Bank Assurance
  • Cards and Payments
  • Insurance
  • Lending (Secured & Unsecured)
  • Money Transfer
  • Foreign Exchange
  • Wealth Management
  • Financial Technology
  • Digital Marketing, Product Management and Digital Channels

Selected Mandates:

  • Country Head, Payment gateway
  • Director-Key Accounts Payment gateway
  • CEO succession plan, leading FinTech/ Cards player
  • Org Design Project, leading FinTech/ Cards player
  • Director – US Consumer Analytics, leading Bank
  • General Counsel, Leading global startup (hosp/ travel tech)
  • Group Head – Rewards, Leading global startup
  • Head of Customer Experience, Life Insurance Player
  • CIO, Life Insurance Player
  • Senior Wealth mgmt. build-out, leading Non-Banking Finance Company
  • CFO & CTO, pre-listing stage top Microfinance Lending Company (Family office backed)
  • Banking Licence Application Consultant, Consumer Finance

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