Consulting Solutions for Finance & Banking

Cansulta helps banks, financial services, accounting, and life insurance (BFSI) companies everywhere succeed with strategic advisory and expert support from vetted consultants.

Transform and grow your business!

How Cansulta Supports Banks, Finance, Accounting, Financial Services & Life Insurance Businesses

On Cansulta, we offer a wide variety of solutions to improve the competitiveness of banks and other financial institutions, with focus on accelerating digitization to stay relevant in the digital age, streamlining operations and reducing cost, expanding market reach, and delivering a superior customer experience to meet the evolving needs of customers and reduce client churn.

The current generation of digital natives expects instant access, immediate responses, and demand rapid action. New technologies such as blockchain can be used to make payments processing more efficient and cost effective while artificial intelligence (AI) is on the rise to automate risk assessment and predict upcoming consumer needs and preferences. Competition is more fierce with the rise of digital-only banks, FinTechs, and non-traditional financial services companies. New regulations are also rolling out to help keep up with the pace of innovation and to protect consumers.

Strategic, Hands-On Expert Support

For all these reasons and more, financial services companies and accounting firms must implement the right solutions to effectively evolve.

Work with us to design and implement custom strategies and plans that will maximize your business performance.

Our high-value services for finance, accounting, financial services and life insurance companies include (but are not limited to):

Business Strategy & Transformation

Stay relevant and competitive

Harness the power of digital technologies to stay relevant and competitive against digital-only banks and other FinTechs, and to keep abreast of changing customer demographics and buying behaviours
Introduce RPA to achieve significant operational efficiency and meet the high demands for auditing, security, data quality, and operational resilience
Implement strategies to transform your customer experience such as, analyze all your customer touchpoints to build personalized end-to-end customer journeys, develop a truly omni channel capability, simplify & expedite account opening process
Find the right FinTech partners to provide a simplified and intuitive customer experience

Strategic Sourcing & Vendor Selection

Partner with the right service providers and vendor solutions

Design a strong business case and understand supplier market capabilities to develop targeted strategies and achieve greater efficiencies and higher returns through optimum sourcing models
Get support to manage the transaction process, and supplier transitioning and governance
Assess recommended software and service providers that best aligns with your business needs

Marketing
& Communications

Maximize the return from your marketing spend

Assess current marketing strategies and identify opportunities to strengthen positioning and target outreach across all channels
Understand your customer preferences
Enhance your mobile experience
Tap into new markets
Boost your online and social media presence
Create the right content

Talent Management & Workforce Development

Strengthen your most valuable asset: your people

Evaluate and plan organizational capacity and capabilities
Implement strategies to hire, train, and retain staff, and address skills gaps
Restructure teams and programs to improve quality and outcomes
Coach, prepare, and support leaders and managers in implementing change
Foster a culture of innovation

Harness the power of digital technologies to stay relevant and competitive against digital-only banks and other FinTechs, and to keep abreast of changing customer demographics and buying behaviours
Introduce RPA to achieve significant operational efficiency and meet the high demands for auditing, security, data quality, and operational resilience
Implement strategies to transform your customer experience such as, analyze all your customer touchpoints to build personalized end-to-end customer journeys, develop a truly omni channel capability, simplify & expedite account opening process
Find the right FinTech partners to provide a simplified and intuitive customer experience

Design a strong business case and understand supplier market capabilities to develop targeted strategies and achieve greater efficiencies and higher returns through optimum sourcing models
Get support to manage the transaction process, and supplier transitioning and governance
Assess recommended software and service providers that best aligns with your business needs

Assess current marketing strategies and identify opportunities to strengthen positioning and target outreach across all channels
Understand your customer preferences
Enhance your mobile experience
Tap into new markets
Boost your online and social media presence
Create the right content

Evaluate and plan organizational capacity and capabilities
Implement strategies to hire, train, and retain staff, and address skills gaps
Restructure teams and programs to improve quality and outcomes
Coach, prepare, and support leaders and managers in implementing change
Foster a culture of innovation

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Starting from $99/mo

Featured Consultants

Our roster includes consultants with experience working with banking, financial services, accounting, and life insurance companies, who can offer ready-to-go or custom solutions to meet your unique business needs.