Financial Services


Financial Services companies must understand the external competitive environment and navigate the new world of digitization and technology-led operations.

With the financial crisis mostly in the rear-view mirror, financial services firms are looking forward to a future filled with opportunities and challenges and digital transformation is central to much of the industry’s change and uncertainty. Fuld + Company’s financial services consulting group works with clients in the payments, banking, insurance, asset management, venture capital and private equity, and brokerages sectors to address these marketplace disruptions and create winning tactics and strategies.

With so much in flux across the economic operating environment, Fuld + Company helps clients look outside their own organizations for insights, lessons, and best practices to create strategies that:

  • Blend digital and physical distribution channels while balancing human touch.
  • Manage risk amid potential threats posed by hackers, fraudsters and other bad actors.
  • Address the emergence of FinTech–a new class of venture-funded financial technology competitor and/or partners.
  • Understand advanced technologies and how companies are putting them to practical use.
  • Win the war for talent by finding, training, incentivizing, and retaining the right kind of talent with skills critical to addressing the shifting customer preferences.

Read Our Case Study: A Financial Services Leader Learns How Best to Compete in a Key B2B Payments Vertical


Interested in how our Financial Services consulting services can help you grow and compete?



More About The Team

Meet Lenore Scanlon, Principal, and Head of the Financial Services Practice

Head of FInancial Services Consulting | Lenore ScanlonLenore Scanlon founded Fuld + Company’s financial services practice, which serves clients in banking, cards & payments, asset management, brokerage, insurance, and a wide range of B2B service industries. Lenore and her team have supported clients with competitive insights and analysis needed to launch new products, overhaul existing products, create differentiated value propositions, enter new markets, devise long-term strategy, anticipate industry shifts, improve internal processes, identify M&A/alliance partners, and win more business.

Read More From Lenore>

Featured Resources

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A Financial Services Leader Learns How Best to Compete in a Key B2B Payments Vertical

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Anticipating the Outcome of Debit Interchange Regulation

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Competing in the Financial Services Sector: The Industry’s Top Business Challenges

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