AKT helps our financial services clients develop and maintain competitive advantages, enabling them to win in an increasingly challenging market. With more than 700 global engagements completed across the entire breadth of the financial services sector, AKT offers an unrivalled understanding of the market dynamics.

Financial Services Overview

Both corporate clients and investors benefit from AKT’s in-depth understanding of the financial services market. Our deep industry expertise combined with our highly analytical methodology allows us to uncover fresh insights and devise practical and actionable recommendations in response to their most critical commercial and strategic challenges. We advise senior management teams on how to identify new growth opportunities that account for changing customer demands, distribution and increasing globalization; increase cost efficiencies; respond to the evolving regulatory landscape; and develop innovative approaches to customer segmentation to develop lasting competitive advantages.

Areas of Practice

AKT advises senior management teams of asset management and wealth management providers to help them design winning business models and adapt their businesses to the changing market place. In particular, these firms are seeking help with the implementation of the Retail Distribution Review in the U.K., changing constant behaviors, and mitigating the impact of the financial crisis.

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AKT’s expertise encompasses retail banking, corporate banking, secured and unsecured consumer lending and debt management. Our knowledge is derived from being a trusted advisor to senior management teams over the last 25 years. This provides us with an expertise base in our core markets that is second to none.
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AKT works with the full spectrum of insurance clients, including personal and commercial lines, life insurance, health insurance and annuities. AKT has helped clients define market participation strategies, develop distribution strategies, maximize customer lifetime value, enhance operational and financial performance and optimize organizational efficiency.
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AKT combines strategic acumen with extensive financial service industry insight to help clients enhance business performance, develop competitive advantages, gain understanding of their customer needs and launch innovative services with confidence via our service offerings – Strategy, Mergers & Acquisitions (M&A), Marketing & Sales and Strategy Activation – and delivers solutions specific to the financial services sector that include:

Service &Sample Service Components

  • Identifying expansion opportunities and matching attractive market opportunities with client capabilities
  • Developing actionable, practical implementation plans to activate strategies and capture new opportunities
  • Capital, investment, resource allocation and prioritization
  • Strategy planning in response to changing regulatory requirements
  • Developing innovative business models to expand addressable markets
  • Optimizing existing sales capacity through evaluation of customers’ lifetime value and purchase propensities
  • Analysis of business model quality, proposition and growth opportunities
  • Vendor due diligence processes and communication material
  • Risk assessment and mitigation strategy development
  • Regulatory review response support
  • Argumentation development and factual support
  • Documentation drafting, refinement and submission
  • Assessment of organizational structure and identification of enhancement potential
  • Efficiency improvement programs
  • Compensation evaluation

Thank you for your interest in AKT Consulting. To contact us, please complete the form below or send us an email at