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Financial Services

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Financial services firms face uncharted challenges and unprecedented opportunities. Digital transformation has dramatically altered how companies unlock growth, and thriving today necessitates a new approach.

Contradictory forces of increased cost and complexity of regulation combined with the need to drive lower costs to the core business and invest in new technologies and customer interfaces necessitate rethinking corporate strategy and how to bring it to life.

The road to sustained growth is more difficult than ever. New market entrants constantly threaten the status quo. New tools and technology dramatically impact the velocity of change. Yet companies who take a holistic view and operationalize a contemporary strategy that pulls the right levers at the right time can sustain success. This strategy means tapping new operating models to build agility, enhanced digital and analytics capabilities to create advantage, and change led by business leadership.

Digital adoption has rapidly increased and employees can and want to continue working remotely. These trends need to be locked in and act as the catalyst to drive accelerated transformational performance improvement.

Over 15 years, our financial services clients have reaped billions of dollars of benefits from our projects spanning sales, service, and operations. Our expertise includes asset banking, insurance, and asset management, among others.

Featured Services & Solutions

Operating Model Design and Performance Improvement

Developing an operating model with multiple dimensions: processes, work structure, people and talent, technology and data, and governance and accountability


Digital Transformation, RPA, and Artificial Intelligence

Operationalizing key data elements and driving back-office process automation while using advanced analytics, RPA, and AI to propel a digital-first strategy and innovation


Journey Mapping to Drive Operational Excellence

Improving end-to-end flow of operations to drive efficiency and effectiveness while also embedding a culture that enables sustained process improvement


Design Thinking and Lean

Using Agile operational design methodology to create a customer-focused Enterprise with profitable growth


Operationalizing Regulatory Change

Helping firms operationalize regulations while maintaining the appropriate balance between cost of compliance and risk exposure


Cost reduction

Driving tactical and structural changes to deliver sustainable improvements in efficiency, effectiveness, and customer outcomes

"The SSA & Company team members are all highly-knowledgeable, insightful, and added immeasurable value for the senior management team. These are highly-proficient business people who consistently offer tangible and actionable input. Before knowing them, I was highly skeptical of consultants from personal past experience. I respect this company and every member of its team."

Bill Curcio, Chairman, Risk Management


Featured Financial Services Team


Our Financial Services team has held executive, board, and advisory roles across top financial services and insurance companies including Aetna Life & Casualty, Cigna, Cyrus Re, Deutsche Bank, PNC Financial Services, and RLI Corporation. Our client teams leverage this experience to lead insurance and asset management firms, among others, through digital transformations and operating model resets.





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