We provide Management Consulting and Advisory Services to all companies within the financial services sector

The financial industry has in recent years been subject to significant challenges, e.g. constantly growing regulatory requirements, a low interest rate environment and the increasing trend of digitalization.

In this dynamic environment, we help our clients to re-define their strategic positions, evaluate and develop their operational models as well as implement measures to enhance performance and achieve sustainable results.

By combining practical industry experience and in-depth topic expertise, our strong international team of more than 900 consultants are able to provide solutions that are tailored to meet the specific challenges of each individual situation.

SERVICES

STRATEGY & ORGANIZATION

We help our clients keep up with fast-paced market change and to turn their challenges into opportunities. We improve the performance and competitive strength of our clients with management consulting in strategy, sales, organization and corporate management.

With our practice unit “Strategy & Organization” we support our clients in their further improvement of business and operating models, the conceptual design and implementation of innovative growth strategies, complex reorganizations and mergers.

We also deliver outsourcing projects as well as process optimizations in the lending business or in capital market segments.

Specific services offered within this area may include:

We know the potential pitfalls of mergers and acquisition processes and can help you avoid them throughout the whole life-cycle of such a project: from partner search, due diligence and business case, integration planning to operational transformation.

We help our clients reduce costs and boost revenues. We know the levers to enhance sustainable efficiency and help you to ensure long-term business success with adequate organizational structures, smooth and slim processes and the right tools in the digital age.

We combine deep financial services expertise with solutions for an increasingly digitalized world. We help you define your digital strategy, support you in bottom-up validation & prototyping, accompany you on your digital change journey and contribute with digital research & analysis.

FINANCE 

Adapting to the challenges of the current environment requires an improved finance function. The production of figures and implementation of new standards such as IFRS 9 or 17 is still necessary, but far from sufficient.

A modern finance function needs to work as the navigator for the company as well as the challenger of the whole business. Support for decision making, forward looking analyses and further integration with the risk function is key.

At the same time, the finance processes themselves should be subject to efficiency analyses and digitalization.

Specific services offered within this area may include:

We support you in meeting existing accounting requirements and in the implementation of new regulations. Our accounting reference model covers all business, procedural and technical requirements and we offer additional support through our accounting software “zeb.control”.

We assist our clients with everything from revenue controlling, cost accounting, productivity management and top management reporting. We also help you find IT solutions and tailored IT architectures for controlling and reporting.

We help you develop strategies for treasury management that are tailored to your business model and strategy. We also support the implementation of strategy by designing the necessary processes and methods required to manage treasury risk and ensure an adequate funding approach.

RISK MANAGEMENT

Today’s risk managers are required to master not only financial risk but risk categories ranging from operational risk to business and strategic risk.

At the same time the methods established by international and local regulations demand a higher degree of complexity in the organization’s approach to risk management.

As experts in risk management we can support your organization in the management of all relevant risk categories.

Specific services offered within this area may include:

We advise you on how to organize your risk control function and develop a risk management framework tailored to your specific needs.

We can take the project lead for developing your ICLAAP or provide support in specific areas such as risk assessments or scenario analysis.

We are quantitative experts with extensive experience from developing and validating risk management models.

REGULATORY MANAGEMENT

An increasingly complex regulatory environment has made regulatory management a top priority on the management agenda.

Stay on top of the regulatory development with zeb as your partner. We ensure our clients adapt to regulations by bringing strong regulatory expertise in combination with in-depth know-how of business and operating models.

In addition, we have extensive experience from helping clients improve regulatory efficiency throughout all phases of the regulatory life cycle.

Specific services offered within this area may include:

 

We can assist you in effectively implementing new complex regulatory requirements across your organization.

We can help you set up a structured regulatory framework to ensure you achieve relevant coverage and efficiency.

We help clients evaluate and improve their regulatory reporting by optimizing key components such as regulatory know-how, data management and quality as well as process efficiency.

COMPLIANCE & LEGAL 

Keeping up to date with the development of new regulations, while making sure your business is compliant and legal matters are handled accordingly, requires significant knowledge of local and international regulations. 

As experts in compliance and financial law, we can support your organization in all matters ranging from setting up a compliance function to implementing new regulations. 

We also support legal functions and boards in their daily business and deliver services adjusted to their specific needs.

Specific services offered within this area may include:

We help you analyze the impact of upcoming regulations and develop recommendations for efficient implementation.

We have extensive experience of license applications and are able to coordinate the entire process or support you with specific parts of the application.

With extensive experience of commercial agreements from various segments of the financial industry, we can support your organization in drafting, reviewing and negotiating agreements.

DATA MANAGEMENT

Due to regulatory requirements, increased market pressure and reduced budgets, companies need to provide faster, cheaper and more accurate data.

In order to meet these challenges, we have combined our data management experience into a holistic Enterprise Data Management framework.

The framework has been applied at medium and large financial institutes in the Nordics and central Europe.

Projects utilizing the framework typically involve all the important pillars of a well-functioning data management unit: people, processes, information and IT. 

Specific services offered within this area may include:

We support you in developing an institution-wide target operating system governing data production, storage, processing and consumption, making sure that Business and IT collaborate on common ground.

Based on your specific needs we help you establish the processes, roles and tools you need to effectively control your data.

Utilizing our domain knowledge we make sure that your business information models have the right coverage and level of detail.

If you would like to know more about our services please don’t hesitate to contact us!

Stefan Trost

Partner

Jonas Schödin

Partner
Head of Risk Management
ADDRESS

Biblioteksgatan 11
111 46 Stockholm

CONTACT
Stockholm@zeb.se