FINANCIAL SERVICES
Strengthening governance, accountability, and growth in financial services.
Strat2gy helps banks, insurers, and asset managers align strategy, governance, and execution — giving leadership teams the visibility to manage risk, adapt to regulation, and capture new opportunities with precision and confidence.
Integrated Planning & Execution.
Link goals, initiatives, funding, and delivery in one plan. Tie work to outcomes, set milestones and measures, and review progress on a monthly and quarterly cadence. Adjust quickly as markets and rules change and keep teams aligned to targets with clear ownership and timely decisions.
Create a single source of truth that connects portfolios, budgets, and delivery. Surface dependencies, risks, and capacity limits early so plans are realistic and credible. Use structured reforecasting and variance analysis to shift resources to the work that matters most and confirm results with consistent reporting.
Linked Plans
Keep strategy, portfolios, budgets, and delivery in sync with shared milestones and measures.
Performance & Variance
See variance to target, attribute drivers, and direct corrective actions with clear accountability.
Accountability
Assign owners, track milestones and stage gates, and confirm results with consistent reporting.
Customer, Product & Channel Growth.
Create growth plans by segment and product, and link them to channel strategies and service models. Plan pricing actions, cross sell plays, and service experiences that lift lifetime value while protecting risk and cost. Track funnel, conversion, and retention in one place so teams can adjust quickly.
Segment Plans
Define goals and plays for retail, SME, corporate, and wealth segments.
Channel Mix
Balance digital, branch, partner, and advisor channels to meet targets.
Pricing & Margin
Plan rate moves and fees and track the impact on margin and customers.
Risk, Capital & Liquidity
Connect strategy with risk appetite, capital plans, and liquidity. Run what if scenarios across credit, market, and operational risk, and see the impact on capital, funding, and profitability. Align stress testing with planning cycles so leadership can act early and protect outcomes.
Stress Scenarios
Model rate shocks, spread moves, and credit migrations with direct links to P&L and capital.
Capital & Liquidity
Track capital and liquidity metrics, and plan actions that maintain resilience.
Risk Appetite
Set limits and thresholds and connect them to portfolios, business units, and plans.
Policy to Control
Map policies to processes, systems, and controls with clear accountability.
Issue Management
Track findings, remediation plans, and due dates with board level visibility.
Regulatory Programs
Coordinate cross functional change for large rule sets and consultations.
Regulatory Strategy & Governance.
Align strategic objectives with supervisory expectations and board oversight. Create a single view of policy intent, controls, and outcomes, and link day to day actions to measurable compliance and risk goals. Drive clear ownership, timely remediation, and consistent reporting to internal and external stakeholders.
Operations & Cost to Serve.
Improve service and efficiency by linking process, capacity, and demand. Measure cost to serve by product and channel, and focus investment on steps that reduce time, errors, and rework. Set clear service levels and monitor performance in real time.
Process Clarity
Map steps, handoffs, and systems and cut blockers that slow delivery.
Service Levels
Set targets and track volumes, cycle times, and first time resolution.
Cost & Capacity
Link staffing, automation, and sourcing choices to customer outcomes.
Data, Reporting & Controls.
Create a traceable path from source to report. Align data models, reconciliations, and sign offs with regulatory and management reporting so numbers tie out and issues are resolved quickly. Give leaders a trusted view to run the business.
Lineage & Quality
Document lineage and rules and track data quality to reduce reconciliation.
Controls & Attestations
Align controls and attestations with reporting cycles and risk appetite.
Single Source of Truth
Give leaders one version of results, drivers, and trends to guide decisions.
See how Strat2gy advances financial services performance.
Unify strategy, risk, and growth in one platform. Improve governance, move faster, and turn plans into results with clarity and confidence.
Explore Strat2gy for Financial Services