Business and technology solutions for banks, credit unions, and insurance companies

The financial crisis has left the industry in a state of serious distress that will take years to repair. Even the healthiest institutions now must reevaluate virtually all aspects of their operations and find ways to transform their businesses for the coming regulatory and structural changes.

• Will you have the right operational risk management controls in place?
• Are you able to identify the most profitable customers—and provide that information to the right people so they can use it to make good decisions?
• Will deferred investments in technology hamper your ability to grow and drive efficiency?
• How will industry consolidation affect your institution?
• Was your last acquisition/integration much harder than you thought it would be?

West Monroe Partners has the experience to help you transform operations for a changing industry.

Responding to this unprecedented environment requires deep banking and insurance experience and the ability to apply that experience to your institution’s unique needs. Combining extensive industry knowledge, broad functional/technical expertise, and a unique approach to partnering with our clients, West Monroe is the right partner to help you transform your bank or insurance company for the rapidly evolving environment.

West Monroe Partners complements your team with people who have years of substantial management experience helping mid-market financial services organizations:

• Develop and utilize consumer analytics to transform the way they acquire and manage customers—fueling growth and differentiation.
• Assess and manage the risks in the lending process and portfolio.
• Take advantage of technology advancements such as virtualization and cloud computing—freeing up institutional resources to focus on the things that really matter.
• Evaluate and prepare themselves for organic or acquisition growth and other structural changes.
• Deliver major programs—such as card conversions, call center build-outs or mobile banking initiatives—in a timely and efficient manner.

Learn more about our clients, project teams, and previous work.