Financial Services

The financial services sector constitutes a number of providers, including banks, insurance companies, morgage and investment funds serving both retail and corporate customers.

The sector is affected by a number of key trends, e.g., increasing regulation, decreasing credit risk, digitalisation, change of the branch structure and pressure to increase profit levels.

We assist companies with handling these challenges and work on a number of key issues, e.g.:
  • How to increase profitability of the customer portfolio, e.g., pricing, customer segmentation, decreasing number of customers?
  • How to retain/increase income and decrease operations cost and write off's via increasing degree of digitisation?
  • How to optimise back-office and support functions?
  • Where to perform IT investments to support the business strategy?
  • How to optimise the sourcing model across the value chain?
  • How to innovate and renew operations and services, e.g., types of loans? 
Oleto Associates uses a structured problem solving approach to the financial challenges based on a solid foundation of experiences from different top tier clients. All solutions are tailored to ensure maximum impact for the client.
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