Financial Services, Operations, Compliance, Outsourcing and Technology 

The financial services sector is emerging from the most significant economic crisis in recent history. As the dust begins to settle, one thing is clear: “business as usual” will be anything but. Navigant is a recognized and respected advisor to many leading financial organizations looking for both advisory as well as event driven services. Navigant Financial Services experts work closely with clients to develop sound operations, risk management, distribution and compliance strategies to ensure they are well-positioned to anticipate and take advantage of the changes ahead.

Leveraging our broad network of professionals, Navigant offers services to financial services companies that span from risk management to litigation support. In complex disputes and high stakes investigations, our professionals provide expert services in accounting, economics, regulation and data and discovery management. This comprehensive service offering helps clients gain operational efficiencies, manage risks, and improve financial performance.

Navigant’s Financial Services consulting practice works collaboratively with banking, insurance, and investment management clients to achieve their business objectives by improving operational effectiveness and mitigating compliance risks.  Our comprehensive service offering focuses on our clients’ key opportunities and challenges including core business operations, technology, human capital, regulatory compliance, strategic transformations, customer service, and business process outsourcing (BPO). We bring deep industry, consulting and technical expertise, and are known for partnering with our clients to realize their business objectives.

We provide the following services to the Banking, Insurance, and Investment Management sectors:

  • Accelerated Outsourcing
  • Design and delivery of cost-efficient operating models based on Lean Six Sigma principles
  • Distribution strategy design and delivery 
  • Technology selection and implementation
  • Financial risk management
  • Change management
  • Strategic compliance strategy and program development and evaluation
  • Merger and divestiture support
  • Unclaimed Property

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