Financial Services

ADI Strategies › Industries › Financial Services

Adapt and Extend to Meet Changing, and Challenging, Market Conditions


The financial services industry continues to face an environment of increased competition and regulatory pressures.  This shifting environment has led to market driven acquisitions and expansions while the industry continues to battle narrowing margins and increased global regulatory requirements.  Finance transformations are a top priority and strategy to address these concerns and to remain competitive.

Finance transformations are addressing three key areas:

  1. Improved Management:
    • Financial transparency across performance and risk
    • Costs – better understanding drivers of costs, leakage, containment, consumption, efficiencies
    • Transition from support activities to service activities
    • Align cost and revenue with continuous improvement incentives
    • Align profitability with risk

  3. Improved Business Intelligence:
    • Continuous linkage between planning and performance
    • Use of scorecards to create efficient data supply chain
    • Detail data to support transparency

  5. Technology Alignment:
    • Rapid delivery of information faster and with less cost to support business needs
    • Reduce redundant systems
    • Removal of obsolete systems
    • Improve deployment of current assets
    • Exploit enterprise solutions to reduce TCO

At ADI Strategies, we understand the challenges that financial service organizations face and, through our Financial Services Practice, we offer solutions to those challenges.  Our delivery solutions address Profitability Management, Business Intelligence, Reporting, Risk & Management, Master Data Management, Liquidity, Balance Sheet Planning, Ad-hoc Analysis, and Forecasting.

Contact us to learn more about how ADI Strategies can help your organization.