Strategy and transformation

We help financial institutions strengthen their strategy and optimise their efficiency

For more than 35 years, we have been providing strategic and transformation solutions for banks and insurance companies, both national and international, of all sizes. We monitor competitive dynamics and participate in Asset and Liability Committees as external advisors, drawing up global strategic plans or developing unique strategies for business lines or transformation processes.

Our lines of work

Competitive analysis and financial sector studies

Constant and exhaustive monitoring of developments in the financial sector (banking, insurance and ESI) and of the competitive dynamics and adaptation or transformation of the banking and insurance system to the national and European competitive environment and the forces of change.
See more details on Analysis and studies

Asset and Liability Committees

We participate in regular meetings of the asset and liability committees (ALCO), strategy or risk committees of our clients in the financial sector, both in the areas of retail and wholesale business strategies and in the management of financial, non-financial and cross-cutting risks.

Strategic plans

We provide methodologies and knowledge to improve competitive positioning and promote differentiation, sustainable growth and financial stability. Our knowledge and experience in banking and insurance management, economic analysis, applied economics and investment services enable us to support strategic planning in a proactive manner tailored to each entity.

Regulatory consulting and implementation

We support the incorporation of prudential, recovery and resolution regulations for credit institutions and financial reporting (IFRS), adding value and adapting to each institution, not merely ensuring compliance, for both the banking and insurance sectors, as well as adapting to supervisory practices, including corporate governance, suitability, authorisations and licences, and managing relationships with supervisors.

See more details on Financial Regulation

ESG and sustainability consulting

We support the definition and execution of sustainability strategy, the management and integration of ESG risks into the business model, regulatory reporting requirements, environmental taxonomy, transition plans and ESG business development.

See more details on ESG Consulting

Contact us

Esteban Sánchez Pajares
Managing Partner
Roberto Oliver Martínez
Partner
Aitor Milner
Managing Partner