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info@greatminds.consulting
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Financial Services

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We help the financial services sector become creatively daring while tactically pragmatic

The Australian economy’s biggest asset is its financial service industry, but while it has many strengths, it also operates in a high risk and heavily regulated environment. Financial services organisations don’t just have to deal with global volatility but also locally, such as the Hayne Royal Commission into financial into financial services industry in Australia.

Great Minds help banking, and financial services organisations move pragmatically but quickly, to meet new customer, employee and industry demands while addressing complex regulatory mandates and threats. Below are just some of the type of financial services organisations that we work with:

  • Private Equity
  • FinTech
  • Investment Management
  • Wealth and Asset Managers
  • Insurance & Reinsurance
  • Non-Bank Financial Institutions

Significant uncertainty faces the financial services in Australia today, with the industry digesting the implications of the Hayne Royal Commission together with likelihood of significant political risk around the taxation of investment returns (franking, CGT, negative gearing and trust income).

- DR. DON HAMSON - MANAGING DIRECTOR AT PLATO INVESTMENT MANAGEMENT
01.

Business Operations

Helping financial services organisations streamline business operations.

Unlock the potential of your organisation by identifying inefficiencies, enhancing processes, and implementing strategic improvements. Our team of seasoned consultants will work closely with your management team to analyse every aspect of your operations, from resource allocation and performance metrics to compliance reporting and shareholder communication.

Let us help you build a robust operational framework that fosters agility, cost-effectiveness, and sustainable growth.

02.

Go to Market Strategy

Assisting leaders in asset management to achieve growth by increasing the productivity of their financial advisors, acquiring more investors and increasing underlying assets.

Whether you’re launching a new product, entering a new market, or seeking to expand your customer base, our expert consultants will collaborate with your team to design a powerful and actionable strategy.

We delve into market research, competitor analysis, and customer insights to create a compelling value proposition and a clear roadmap for success. Maximize your market potential and stay ahead of the competition with our data-driven and customer-centric approach.

03.

Technology Advisory

As the financial industry evolves in the digital age, staying technologically relevant is crucial to maintaining a competitive edge.

Our seasoned consultants possess a deep understanding of the financial technology landscape and can guide you in adopting cutting-edge solutions tailored to your unique needs. From blockchain and AI integration to cybersecurity and cloud computing, we’ll help you harness technology to enhance efficiency, security, and customer experience. Elevate your financial services with our strategic technology insights and implementation expertise.

Our Work

Case Studies

We present the following case studies that exemplify the type of solutions and services we are providing across our customer base.

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What we do

Frequently Asked Questions

We have put together a list of frequently asked questions below, should you not find the answer to your question please contact us.

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