Banking & Finance

A shift towards customer-centricity.

With digital innovation gaining ever-growing traction, the financial, banking, and insurance industries are facing critical changes with rising consumer expectations – making competition even stronger.

A rapidly changing environment

It’s crucial for companies to build a customer-centric workflow to acquire and retain consumers. Now that online platforms have been widely adopted by consumers, this presents a wide variety of options and high expectations for the user experience. 

From digital banking and insurance to wealth management to real-time transactions, machine learning, and blockchain, users expect cutting-edge technology, and the industry needs to consistently evolve alongside technology to continue turning the corner.

Keeping up with the aggressive evolution of these industry trends requires organizations to adapt to consumer behavior early on.

Our approach

Over the last 11+ years, we’ve partnered with many leading banking, finance & insurance players to build and accelerate their growth.

  • Data-driven: Deeply knowing your audiences is critical to create a highly effective targeting strategy that brings real value to your audience at every touchpoint of the workflow. 
  • Customer-centric: Learning your client’s needs and behaviors is crucial to anticipating their expectations, creating relevant content, and designing your services accordingly. 
  • Technology focus: In a rapidly expanding industry that must adhere to strict compliance standards, the latest and best digital solutions that adapt to customers’ needs and meet compliance are essential.
  • Agile and Tailored: Successful organizational models combine business strategy with creative inputs. We build dedicated teams of experts from both fields to contribute their global and customer-centric thinking.
  • Long-lasting growth: We build long-term partnerships with our clients – our goal is to help you maintain competitiveness by anticipating industry shifts, allowing you to stay at the forefront of consumers’ minds and scale up.


From $5.5Bn to $32Bn AUA

Bold+Beyond is a key partner in our digitalization. Through a user-centric approach, strong industry expertise, and a unique creative methodology, they have delivered on our organization’s most critical goal: sustainable results.

Steve BravermanCo-Chairman

Our Clients

We are proud to build long-lasting relationship with some of the most influential brands in the world from Fortune 500 companies to innovative startups.

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    Robert Brown