Financial Services Practice


As Intelligentsia's Financial Services Practice, we have delivered more than 200 assignments for our clients who include leading FTSE and NYSE financial institutions. We aim to alleviate and control the risks inherent in strategic and operational decisions, and to provide early warning of competitive threats by delivering timely market and competitive insights which can be implemented easily.

Our Financial Services Practice is made up of consultants with extensive practical experience including retail and corporate banking, card and e-banking solutions, insurance, international and offshore banking. This unique combination of sector experience and intelligence expertise enables us to provide specific solutions and recommendations for real business problems, not just to simply provide business insight. In recent projects, we have focused on the following sectors:

  • Retail Banking
  • Commercial/Corporate Banking
  • Wealth Management
  • Insurance
  • Credit Cards/Payments
  • International Banking
  • Invoicing Finance
  • BPO

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Paul Bailey

Head of Practice

Paul's financial services career goes back over 25 years, of which 20 were with Barclays Bank Plc. Paul has led business units in the UK, Switzerland and the Middle East. His banking knowledge extends from retail and corporate banking, card and e-banking solutions, and merchant acquiring to international and offshore banking.

Total Organisational Support

Every business function needs intelligence about the market and competitive environment. Intelligentsia's Financial Services team works closely with intelligence departments and users at all levels, and is used to working with a range of organisational functions:

  • Intelligence/Insight
  • Marketing
  • Human Resources
  • Strategic Planning
  • Product Development
  • Procurement
  • Finance
  • Business Development
  • Information Technology

For More Information

If you would like to learn more about the Financial Services Practice or to have an exploratory talk with the business manager please get in touch.

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Why Benchmark Your Competitors' Processing and Resource Costs?

It is important to benchmark your organisation's processing and resource costs, particularly during an economic downturn. The Financial Services Practice can research these metrics for you and help your company compare its operational efficiency.

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Thanks again for the level of investment that went into the competitor rewards piece of work. Personally I found it a very useful exercise and it provided me with a lot of food for thought which has helped me appreciate your value when compared with other research agencies we have used in the past. Our internal stakeholders were delighted and will certainly use the excellent information and competitive insights provided as we enter our strategic planning phase.

International Credit Card Provider

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