Financial Services Strategy and Transactions Consulting

EY-Parthenon Financial Services Strategy and Transactions Consulting helps financial services organizations build resilience and agility to thrive in an ever-changing environment. Through transformative strategies and transactions — including M&A and divestitures — we work with organizations to help strengthen business fundamentals and harness advanced technologies while helping to drive value creation and unlocking growth.

Related topics

Financial services

Ecosystems in Financial services

Transactions and Corporate Finance by EY-Parthenon

Strategy by EY-Parthenon

The team

Photographic portrait of Shannon Cotter

EY-Parthenon Leader, Oceania

Photographic portrait of Amanda Evans

EY-Parthenon Global Government and Infrastructure Leader and Oceania Markets Leader, Strategy and Transactions

What EY-Parthenon Financial Services Strategy Consulting teams can do for you

As the financial services industry transforms, EY-Parthenon financial service strategists see a unique opportunity to reset organisations for future success.

With global megatrends driving the changes, from climate change, the rise of Gen Z and tech innovation, we help design and deliver transformation strategies that work in the real world.

EY-Parthenon financial services strategy teams help financial services clients answer some of their toughest questions:

How do I pivot my business models through consolidation/direct models?
How do I adopt a digital asset strategy that provides the best chance to compete in the market?
How can I scale my (digital) business?
How can I expand my ecosystem?
How can I identify and manage strategic partnerships?
How can I align my ESG and business strategies to create long-term value?

With an eye toward competitive advantage, we support and unlock new value for clients through rigorous analysis, strategic advice and thorough implementation.

Our breadth of expertise and worldwide reach positions us to address key themes across the financial services industry, including long-term value creation, digital asset strategies, embedded finance, ecosystem-based models and sector convergence. As each sector has its unique challenges, EY-Parthenon financial services strategy teams have experienced professionals with specific expertise in:

This sector is undergoing a transformation — consolidation, the entrance of new, unregulated competitors, the influence of digitisation and fintech on the lending market, cryptocurrencies, blockchain and the increased importance of sustainable finance.

Armed with deep market knowledge, future intelligence and proprietary tools, we help clients identify, select and onboard new partners, develop new digital assets, improve customer interaction and satisfaction, help in delivering value-added services for small and medium enterprises (SMEs), provide data-focused sales initiatives and find innovative ways to make sustainability a doable company priority. We even have developed a diagnostic assessment tool specifically for environmental, social and governance (ESG).

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The insurance industry is undergoing rapid change. Finding growth is more elusive due to market conditions and competitive dynamics, and insurers must embrace advanced technologies to help enhance workflows and improve decision-making. Furthermore, the convergence of insurance and alternative asset managers (such as private equity) is reshaping the competitive landscape, prompting legacy players to rethink their approaches to expanding capabilities through acquisitions, partnerships or outsourcing.

Our team helps insurers elevate customer experiences, streamline operations, develop innovative products and implement effective M&A strategies. We emphasize capital efficiency solutions that free up resources for growth in a regulated environment. By integrating neurosymbolic AI and other advanced tools, we can help insurers transform their business models and move to the forefront in a competitive market.

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As demographics shift and more individuals live longer and healthier lives, the traditional wealth management approach — focused on engagement through investment offerings — is no longer sufficient. Today’s financial advisors have embraced the role of life coach, guiding their clients through a broader spectrum of financial needs, including college education planning, trust and estate management, and detailed wellness solutions.

Our team is committed to helping wealth and asset management firms navigate these changes by entering new markets and segments with innovative solutions. We leverage our strategic, transactional and transformational capabilities to help empower firms as they adapt to this evolving landscape. By embedding technology and AI, we can improve the effectiveness of financial advisors, allowing them to provide detailed support that extends beyond investment advice. Together, we can redefine the wealth management experience.

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EY-Parthenon financial service strategists are here to help. We will work with you to develop and implement a custom strategy for your financial services organisation. Whether it’s creating an in-house venture capital arm, shifting your business model or partnering with others for mutual benefit, EY-Parthenon strategists will assist you through the entire process.

Change is an opportunity for growth. EY-Parthenon financial services strategy consulting teams can help your company envision a better future and help make it a reality.

EY-Parthenon Financial Services Strategy and Transactions Consulting team

Shannon Cotter

EY-Parthenon Leader, Oceania

Driver of generational investment and change in infrastructure. Advocate for diverse teams. Mentor to women. Critical thinker. Intrepid traveler.

Sydney, Australia

Amanda Evans

EY-Parthenon Global Government and Infrastructure Leader and Oceania Markets Leader, Strategy and Transactions

Sector leader in strategy & transactions. 20 years’ working in service system design. Passionate about helping disadvantaged groups. Lives outside Melbourne in wine country. Likes horse riding.

Melbourne, Australia

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EY refers to the global organization, and may refer to one or more, of the member firms of Ernst & Young Global Limited, each of which is a separate legal entity. Ernst & Young Global Limited, a UK company limited by guarantee, does not provide services to clients. For more information about our organization, please visit ey.com.

EY-Parthenon is a brand under which a number of EY member firms across the globe provide strategy consulting services.