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Wealth Management 101: The Hidden World of Private Banking

Tom Spencer

The financial services industry comprises firms that operate across a range of sectors: Asset & Wealth Management, Banking & Capital Markets, and Insurance. Wealth Management is a comprehensive service that goes beyond investing and provides an individual with advice based on their financial position.

Banking 78
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What is the Professional Services Industry All About?

Progressus

Professional services is an expansive space spanning several industries – consulting firms, software publishers, IT service providers, even manufacturers and distributors that offer post-sale services — each with its own set of challenges, regulations, and opportunities.

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Is AI the Solution for the Banking Sector? (Part I: Problems)

Tom Spencer

The financial services industry has seen drastic technology-driven change over the past few years, and digital has fundamentally reshaped consumer behaviour in banking. In PwC’s Global CEO survey , 70% of leaders in financial services highlighted speed of technological change as one of the biggest concerns.

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The AI and ChatGPT Boom: What You Need to Know

Comatch

To keep up in the rapidly evolving digital landscape, it’s critical that consultants understand how AI can enhance and facilitate their work. In fact, we predict that professionals who learn and leverage AI and ChatGPT will eventually put pressure on those who don’t. How Could ChatGPT Change the Consulting Landscape?

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Oliver Wyman interview preparation: the inside story

Management Consulted

Today, we are digging into a firm that prides itself on its entrepreneurial spirit. Oliver Wyman’s strategy consulting practice has made waves specifically in the financial services sector , and beyond as well. They have served Global 1000 clients over the past 40 years.

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When is a Business Prepared for Sale?

Martinka Consulting

“I guess we’re really not ready to sell” was said to me by a client recently. I got a call from a past client, with whom we worked together on four prior projects, telling me two companies in his industry, including his top competitor, were interested in acquiring his firm. He asked if I would help him structure a deal.

Sales 40
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Top 10 Consulting Firms in San Francisco

Management Consulted

Here at MC, we’ve been absolutely thrilled to launch our new series and bring you some juicy insights into the Top 10 Consulting firms in every major consulting city and region around the world. This week, we continue with sunny – and windy – San Francisco. BCG reminds us a little bit of famed U.S. General Dwight D.