Consulting Solutions for Finance & Insurance

Cansulta helps banks, financial services, accounting, and insurance (BFSI) companies everywhere succeed with strategic advisory and expert support from vetted consultants.

Transform and grow your business!

How Cansulta Supports Finance & Insurance Companies

On Cansulta, we offer a wide variety of solutions to improve the competitiveness of banks and other financial institutions, with focus on accelerating digitization to stay relevant in the digital age, streamlining operations and reducing cost, expanding market reach, and delivering a superior customer experience to meet the evolving needs of customers and reduce client churn.

The current generation of digital natives expects instant access, immediate responses, and demand rapid action. New technologies such as blockchain can be used to make payments processing more efficient and cost effective while artificial intelligence (AI) is on the rise to automate risk assessment and predict upcoming consumer needs and preferences. Competition is more fierce with the rise of digital-only banks, FinTechs, and non-traditional financial services companies. New regulations are also rolling out to help keep up with the pace of innovation and to protect consumers.

Strategic, Hands-On Expert Support

For all these reasons and more, financial services companies and accounting firms must implement the right solutions to effectively evolve.  

Work with us to design and implement custom strategies and plans that will maximize your business performance. 

Our high-value services for finance and insurance companies include (but are not limited to):

Icon BusinessStrategy

Business Strategy & Transformation

Stay relevant and competitive

  • Harness the power of digital technologies to stay relevant and competitive against digital-only banks and other FinTechs, and to keep abreast of changing customer demographics and buying behaviours
  • Introduce RPA to achieve significant operational efficiency and meet the high demands for auditing, security, data quality, and operational resilience
  • Implement strategies to transform your customer experience such as, analyze all your customer touchpoints to build personalized end-to-end customer journeys, develop a truly omni channel capability, simplify & expedite account opening process
  • Find the right FinTech partners to provide a simplified and intuitive customer experience
services block1 icon2

Strategic Sourcing & Vendor Selection

Partner with the right service providers and vendor solutions

  • Design a strong business case and understand supplier market capabilities to develop targeted strategies and achieve greater efficiencies and higher returns through optimum sourcing models
  • Get support to manage the transaction process, and supplier transitioning and governance
  • Assess recommended software and service providers that best aligns with your business needs
Icon Communications

Marketing
& Communications

Maximize the return from your marketing spend

  • Assess current marketing strategies and identify opportunities to strengthen positioning and target outreach across all channels
  • Understand your customer preferences 
  • Enhance your mobile experience
  • Tap into new markets
  • Boost your online and social media presence
  • Create the right content
listA icon

Talent Management & Workforce Development

Strengthen your most valuable asset: your people

  • Evaluate and plan organizational capacity and capabilities
  • Implement strategies to hire, train, and retain staff, and address skills gaps
  • Restructure teams and programs to improve quality and outcomes
  • Coach, prepare, and support leaders and managers in implementing change
  • Foster a culture of innovation
  • Harness the power of digital technologies to stay relevant and competitive against digital-only banks and other FinTechs, and to keep abreast of changing customer demographics and buying behaviours
  • Introduce RPA to achieve significant operational efficiency and meet the high demands for auditing, security, data quality, and operational resilience
  • Implement strategies to transform your customer experience such as, analyze all your customer touchpoints to build personalized end-to-end customer journeys, develop a truly omni channel capability, simplify & expedite account opening process
  • Find the right FinTech partners to provide a simplified and intuitive customer experience
  • Design a strong business case and understand supplier market capabilities to develop targeted strategies and achieve greater efficiencies and higher returns through optimum sourcing models
  • Get support to manage the transaction process, and supplier transitioning and governance
  • Assess recommended software and service providers that best aligns with your business needs
  • Assess current marketing strategies and identify opportunities to strengthen positioning and target outreach across all channels
  • Understand your customer preferences 
  • Enhance your mobile experience
  • Tap into new markets
  • Boost your online and social media presence
  • Create the right content
  • Evaluate and plan organizational capacity and capabilities
  • Implement strategies to hire, train, and retain staff, and address skills gaps
  • Restructure teams and programs to improve quality and outcomes
  • Coach, prepare, and support leaders and managers in implementing change
  • Foster a culture of innovation

Not sure where to start? We're here for you.

Book a meeting with our Business Concierge team to discuss your specific needs and goals, and how we can best help your enterprise.

Featured Consultants

Our roster includes consultants with experience working with banking, financial services, accounting, and insurance companies, who can offer ready-to-go or custom solutions to meet your unique business needs.

Management Consultant & Project Manager

Management Consultant & Fractional CFO

Global Transformation & People Experience Leader

Brand Marketing & Media Strategy Consultant

Our trusted, experienced consultants have helped companies including:

CANSULTA operated by AKP Solutions Inc. All rights reserved.
b08ba78b 6ac5 4874 8a03 3b4c988be271

#Headstart Promotion

For a limited time, get up to 20% off on solutions to make it happen.

To learn more about our promotion, click here.

*Multiple orders cannot be combined. Discounts applicable to eligible products only.