Financial Services Strategy Consulting

EY-Parthenon Financial Services Strategy Consulting helps financial services organizations build resilience and agility to thrive in an ever-changing environment. Through transformative strategies and transactions — including M&A and divestitures — we work with organizations to strengthen business fundamentals and harness advanced technologies while driving value creation and unlocking growth.

Related topics

Strategy by EY-Parthenon

Transactions and Corporate Finance by EY-Parthenon

Financial services

Banking and capital markets

Wealth and asset management

The team

Photographic portrait of Andre Veissid

EY-Parthenon Global and Americas Financial Services Leader

Photographic portrait of Rahul Chandarana

Rahul Chandarana

EY-Parthenon Americas Banking and Capital Markets Sector Leader

Photographic portrait of Gaurav Joshi

EY-Parthenon Americas Wealth & Asset Management Sector Leader

What the EY-Parthenon Financial Services Strategy Consulting team can do for you

In a dynamic landscape where market uncertainty is constant and artificial intelligence (AI) is reshaping financial services, focusing on strong business fundamentals is more important than ever. With a deep understanding of what drives your business model, our EY-Parthenon Financial Services Strategy Consulting team guides you by viewing your organization through a dual lens.

Transformative strategy

EY-Parthenon teams can help you challenge the status quo, enhance enterprise value and provide the confidence to act decisively — even in the face of operational, competitive, geopolitical and economic change. We can help you answer some of your most critical questions:

How can you leverage innovation and neurosymbolic AI to accelerate digital capabilities, enhance risk management and expand your market presence?
How can your organization strengthen its operational resilience?
How should I transform my business strategy to meet evolving customer needs?

Transformative transactions

EY-Parthenon teams can help you redefine operations, strategies, market positions and financial trajectories, unlocking value and boosting growth through an investor mindset — no matter the size or shape of the deal. We can help you address some of your biggest challenges:

How can you identify and assess potential M&A targets that align with your strategic vision?
How can a transformative deal reshape your portfolio of financial products and services?
How can you drive innovation and growth, accelerating capabilities in high-priority areas such as AI?

Our professionals bring extensive sector experience:

The banking and capital markets sector is undergoing a significant transformation, including AI adoption and how to navigate the disruption caused by digital assets, which can impact efficiency and growth potential. Leveraging deep market knowledge, forward-looking insights and proprietary analytical tools, our team guides firms through every stage of their growth journeys. We assist banks in capturing growth opportunities while advancing their innovation agendas, including digital channels, payment solutions and digital assets.

As banks adopt AI to drive efficiency, we support organic and inorganic growth initiatives that increase scale and facilitate greater investment in technology. Additionally, we collaborate with small and medium enterprises to deliver value-added services, craft data-driven sales strategies, and provide guidance on structuring and executing deals in alignment with leading practices.

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The insurance industry is undergoing rapid change. Finding growth is more elusive due to market conditions and competitive dynamics, and insurers must embrace advanced technologies to enhance workflows and improve decision-making. Furthermore, the convergence of insurance and alternative asset managers (such as private equity) is reshaping the competitive landscape, prompting legacy players to rethink their approaches to expanding capabilities through acquisitions, partnerships or outsourcing.

Our team helps insurers elevate customer experiences, streamline operations, develop innovative products and implement effective M&A strategies. We emphasize capital efficiency solutions that free up resources for growth in a regulated environment. By integrating neurosymbolic AI and other advanced tools, we can help insurers transform their business models and move to the forefront in a competitive market.

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As demographics shift and more individuals live longer and healthier lives, the traditional wealth management approach — focused on engagement through investment offerings — is no longer sufficient. Today’s financial advisors have embraced the role of life coach, guiding their clients through a broader spectrum of financial needs, including college education planning, trust and estate management, and holistic wellness solutions.

Our team is committed to helping wealth and asset management firms navigate these changes by entering new markets and segments with innovative solutions. We leverage our strategic, transactional and transformational capabilities to empower firms as they adapt to this evolving landscape. By embedding technology and AI, we can enhance the effectiveness of financial advisors, allowing them to provide comprehensive support that extends beyond investment advice. Together, we can redefine the wealth management experience.

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EY-Parthenon Financial Services Strategy Consulting teams

Andre Veissid

EY-Parthenon Global and Americas Financial Services Leader

Experienced strategy and management consultant to leading banks, wealth and asset managers, and FinTechs. Avid fiction and non-fiction reader. Doting dad of three. NY Mets, Knicks and Giants loyalist.

New York, NY, United States

Rahul Chandarana

EY-Parthenon Americas Banking and Capital Markets Sector Leader

Financial leader with a global outlook. Proud girl dad. Often found cheering at soccer games and swim meets.

San Francisco, CA, United States

Gaurav Joshi

EY-Parthenon Americas Wealth & Asset Management Sector Leader

Student of history. Nederlandophile. Raising a highly opinionated, future female leader.

New York, NY, United States

Jeremy Spier

EY-Parthenon Americas Insurance Sector Leader

Financial services strategist and transaction advisor. Insurance geek. Father of three. Husband to one. Passionate fan of losing sports teams. Men’s league hockey champion.

New York, NY, United States

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