Financial Services

Financial Services

Portrait of Knut Storholm
Knut Storholm
Senior Partner
Manama Office, Middle East
+971 4 446-4080
End-to-end

Top-end management consulting

After 50 years in the global financial sector, we have acquired the unique knowledge, experience and presence required to assist our clients shaping their own successful future.

Demand for top-end management consulting in financial services is strong. The industry is facing unprecedented challenges: Uncertain markets, regulatory pressure, increasing competition, ground-breaking innovations and diminishing margins. New technologies and startups develop innovative products and channels, challenging established and traditional players. Financial customers of today are increasingly sensitive to cost, yet unwilling to compromise on quality. The question is, what do you do about it?

You are looking for opportunities? At Roland Berger, we are experts in all segments of the financial services industry. We believe in an open architecture model, in which carefully selected former senior executives form an integral part of the core partnership and leadership groups, supporting our client service teams from end-to-end. We help to optimize our clients' position – with inter alia proprietary tools to reduce costs ("Accelerated zero-based budgeting") and implement and monitor change ("RB Point").

Digital all the way

Offering honest, straightforward guidance through an increasingly complex regulatory environment and consumer landscape, we contribute to a superior shareholder return. We can help you rethink your strategies and incorporate new financial technologies into your business models. Outstanding knowhow in restructuring is in our DNA. Do not wait for the future to happen. We will show you ways to shape your own sustainable future.

We believe in an open architecture model with carefully selected former senior executives as members of our leadership teams. Together we support our clients from end-to-end.
Portrait of Knut Storholm
Knut Storholm
Senior Partner
Manama Office, Middle East
Retail banking

Retail banking of today scarcely resembles what existed in previous generations. As the regulatory and technological landscape has changed, so too has client behavior. Customers increasingly rely on online banking, crowd-funding and innovative fintech solutions for their transactions. To remain competitive, the right solutions need to be identified and properly implemented.

Exactly this implementation capability is our distinguishing feature – relevant for your business. At Roland Berger, we understand what this means for your markets and can help you adapt your sales and service models and product portfolio to reflect this new era of retail banking. We excel in loan-book-reviews, risk management and efficiency/cost-reduction initiatives. Our experts offer pragmatic solutions to the relevant issues of a sector in transition, from optimizing performance and improving the cost basis, to structures and processes. World-class management consulting expertise supported and guided by practioners on a day-to-day basis: that's our promise to our clients. In other words: practical advice with an end-to-end support.

Corporate & Investment banking

A demanding environment requires that we reflect on strategic, organizational and operational needs. In corporate and investment banking, this means assimilating the lessons of the crisis and addressing major regulatory changes and a new customer mentality driven by decreased risk tolerance. To enjoy a competitive edge in the future, the time is now to innovate. The 2008 financial shock was the greatest in living memory. But it will certainly not be the last. We all know markets are cyclical. The smartest investment banks learn from the last disaster, preparing actively for the next.

Our global network of strategic, organizational, and operational consultants offers our clients unique expertise across the entire spectrum of relevant issues facing the financial industry. We are here to support you in identifying your strategic options and assist you in adapting your segmentation approaches, customer coverage models, and product portfolio to meet the needs of this complex transition. We help you strengthen your position.

Asset & Wealth management

Today, regulatory changes and trends towards an open architecture for client offerings are set to overthrow traditional models and overall industry structures. Profitability is just one issue, liquidity, compliance and capital are others. To stabilize your asset and revenue base and maximize future growth, your business model needs to reflect the new, client-centric approach.

Our mission is to help you restore the balance of your operations. From strategic decisions at a top-management level to operational topics, our consultants are your guide to optimizing your business model, reducing complexity and refining client coverage in the process. We’ll equip your business with a forward-thinking strategy, and the flexibility to not only survive future downturns but capitalize on future growth.

IT & Operations

Most banks and insurers have 10-20% of their budget and staff tied up in IT. Despite this investment, few have governance practices consistent with their strategic goals and aligned with their management. This leaves the question: how can you better align information technology to your company’s specific needs?

At Roland Berger, we believe that today almost every budget can be considered an IT budget. It is evident that IT supports day-to-day business processes as well as new business initiatives; or in other words: "business as usual" versus "disruptive innovation" both in pursuit of a competitive advantage. We know how to facilitate work between IT business units and other departments to make use of these untapped resources which are among the greatest in Financial Services. From the development stage through to implementation, our experts design and optimize IT processes that are both cost-efficient and sustainable.

Insurance

Easier access to information online and fierce competition in the insurance industry means that your customers know more and want more. They are more cost-conscious than ever before, and they’re demanding better quality and service for the price. At the same time, the insurance industry is being strapped with increasingly strict regulations. New fintech players are just another challenge emerging. How can you balance the demands of consumers, new competitors and supervisory bodies whilst maintaining a competitive position?

At Roland Berger, we are experts in helping insurers adapt to the new realities of the industry. Our excel in key areas, covering every relevant topic from strategy definition to risk management. We have a global view of the whole value chain, across all lines of the business, and can help you identify where changes in your strategy can lead to increased profits and long-term growth.

Our Experts
Portrait of Knut Storholm
Knut Storholm
Senior Partner
Manama Office, Middle East
+971 4 446-4080
Portrait of Grégoire Tondreau
Grégoire Tondreau
Partner
Brussels Office, Western Europe
+32 2 6610-389
Portrait of Robert Buess
Robert Buess
Partner
Zurich Office, Western Europe
+41 43 336-8620
Portrait of Mark de Jonge
Mark de Jonge
Partner
Amsterdam Office, Western Europe
+31 20 7960-600
Portrait of Wolfgang Hach
Wolfgang Hach
Senior Partner
Munich Office, Western Europe
+49 89 9230-8724
Portrait of Klaus Juchem
Klaus Juchem
Partner
Frankfurt Office, Western Europe
+49 69 29924-6323
Portrait of Andrea Airoldi
Andrea Airoldi
Senior Partner
Milan Office, Southern Europe
+39 02 2950-1291
Portrait of Philipp Angehrn
Philipp Angehrn
Senior Partner, Managing Partner Switzerland
Zurich Office, Western Europe
+41 43 336-4420
Portrait of Christophe Angoulvant
Christophe Angoulvant
Senior Partner
Paris Office, Western Europe
+33 1 5367-0984
Portrait of Urs Arbter
Urs Arbter
Partner
Zurich Office, Western Europe
+41 43 336-8610
Portrait of Carsten Becker
Carsten Becker
Partner
Munich Office, Western Europe
+49 89 9230-8136
Portrait of António Bernardo
António Bernardo
Senior Partner, Member of Global Executive Committee
Lisbon Office, Southern Europe
+351 21 3567-601
Portrait of Egidio Calegari
Egidio Calegari
Partner
Milan Office, Southern Europe
+39 02 29501
Portrait of Philippe Chassat
Philippe Chassat
Partner
Singapore Office, Southeast Asia
+65 6597-4545
Portrait of Tijo Collot d'Escury
Tijo Collot d'Escury
Senior Partner, Member of Global Executive Committee
Amsterdam Office, Western Europe
+31 20 7960-600
Portrait of Edoardo Demarchi
Edoardo Demarchi
Partner
Milan Office, Southern Europe
+39 02 2950-1218
Portrait of Denis Depoux
Denis Depoux
Senior Partner, Member of Supervisory Board
Shanghai Office, East Asia
+33 1 5367-0903
Portrait of Rebecca Fu
Rebecca Fu
Partner
Shanghai Office, East Asia
+86 21 5298 6677-827
Portrait of Paul Jowett
Paul Jowett
Senior Partner, Managing Partner United Kingdom
London Office, Western Europe
+44 20 3075-1100
Portrait of Thomas Klotz
Thomas Klotz
Senior Partner, Managing Partner Southeast Asia
Singapore Office, Southeast Asia
+65 6597-4566
Portrait of Alain Le Couédic
Alain Le Couédic
Partner
Hong Kong Office, East Asia
+852 3757-9488
Portrait of Dominik Löber
Dominik Löber
Partner
Frankfurt Office, Western Europe
+49 69 29924-6105
Portrait of Jian Lou
Jian Lou
Partner
Shanghai Office, East Asia
+86 21 5298 6677-830
Portrait of Peter Pang
Peter Pang
Partner
Beijing Office, East Asia
+86 10 8440 0088-686
Portrait of Codrut Pascu
Codrut Pascu
Senior Partner, Managing Partner Romania, Poland
Bucharest Office, Eastern Europe
+40 21 3060-500
Portrait of Nikita Ponomarev
Nikita Ponomarev
Partner
Moscow Office, Eastern Europe
+7 495 2257-645
Portrait of Thierry Quesnel
Thierry Quesnel
Senior Partner
Paris Office, Western Europe
+33 1 7039-4275
Portrait of Amado Ramos
Amado Ramos
Senior Partner
Madrid Office, Southern Europe
+34 91 5900-250
Portrait of Pierre Reboul
Pierre Reboul
Senior Partner
Paris Office, Western Europe
+33 1 5367-0325
Portrait of Philippe Removille
Philippe Removille
Partner
Paris Office, Western Europe
+33 1 5367-0948
Portrait of Stefan Schaible
Stefan Schaible
Senior Partner, Deputy CEO
Frankfurt Office, Western Europe
+49 69 29924-6321
Portrait of Frigyes Schannen
Frigyes Schannen
Partner, Managing Partner Hungary
Budapest Office, Eastern Europe
+36 1 3017-077
Portrait of Mathieu Sébastien
Mathieu Sébastien
Partner
Paris Office, Western Europe
+33 1 5367-0961
Portrait of Sebastian Steger
Sebastian Steger
Partner
Berlin Office, Western Europe
+49 30 39927-3488
Portrait of Markus Strietzel
Markus Strietzel
Senior Partner
Dusseldorf Office, Western Europe
+49 211 4389-2244
Portrait of Jürgen Thiele
Jürgen Thiele
Partner
Frankfurt Office, Western Europe
+49 69 29924-6255
Portrait of Ignatius Tong
Ignatius Tong
Senior Partner, Managing Partner China
Shanghai Office, East Asia
+86 21 5298 6677-816
Portrait of Martin Tonko
Martin Tonko
Partner
Singapore Office, Southeast Asia
+81 3 3587-6660
Portrait of Adrian Weber
Adrian Weber
Partner
Zurich Office, Western Europe
+41 43 336-8759
Portrait of Hisaji Yoneda
Hisaji Yoneda
Senior Partner
Tokyo Office, East Asia
+81 3 3587-6660
Portrait of Dmitri Zaitsev
Dmitri Zaitsev
Senior Partner, Managing Partner Russia and CIS
Moscow Office, Eastern Europe
+7 495 2257 6450
Portrait of Victor Zambrana
Victor Zambrana
Madrid Office, Southern Europe
+34 91 5900-250
Portrait of Adrian Weber
Adrian Weber
Partner
Zurich Office, Western Europe
+41 43 336-8759
Portrait of Robert Buess
Robert Buess
Partner
Zurich Office, Western Europe
+41 43 336-8620
Portrait of Urs Arbter
Urs Arbter
Partner
Zurich Office, Western Europe
+41 43 336-8610
Portrait of Thomas Volland
Thomas Volland
Principal
Zurich Office, Western Europe
+41 43 336-8642
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Get in touch

We help you to shape your own sustainable future.

Portrait of Knut Storholm
Knut Storholm
Senior Partner
Manama Office, Middle East
+971 4 446-4080