Financial Services Resources

The financial services sector is undergoing rapid transformation, and so too must the firms who lead it. Fill knowledge gaps and tackle your top priorities—from marketing, sales, and IT strategies to cost reduction and opportunity assessments—with these key resources and help from our skilled on-demand financial services consultants.

  • 2024 Talent Trends: Financial Services

    2024 Talent Trends: Financial Services

    Financial services firms are striving to seize growth opportunities, modernize operations, increase efficiency, and foster innovation amid industry disruption and regulatory change.

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  • Find the perfect financial services consultant.

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  • Intelligent Automation Expert to Identify Opportunities for AI Application

    Intelligent Automation Expert to Identify Opportunities for AI Application

    A global fintech and payments company sought an intelligent automation and IT systems expert to evaluate process roadmaps and determine opportunities for AI, intelligent automation, and machine...

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  • Integrated Business Planning Best Practices: A BTG Expert Q&A

    Integrated Business Planning Best Practices: A BTG Expert Q&A

    In this Q&A with retail operations leader Steve Hochman, we explore integrated business planning trends and best practices for 2023.

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  • Learn how to bridge gaps and build capacity with interim executives.

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  • On-Demand Talent for Financial Services Growth and Product Strategy

    On-Demand Talent for Financial Services Growth and Product Strategy

    Business Talent Group’s independent consultants, subject matter experts, project managers, and interim executives are here to help you seize opportunity and compete through effective growth and produc

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  • Facing an ERP Transformation? How to Plan for Success

    Facing an ERP Transformation? How to Plan for Success

    Get a clearer look into the health of your organization and identify opportunities for improvement by implementing a fully optimized Enterprise Resource Planning (ERP) system with on-demand talent.

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  • See the top projects and skills companies are seeking help with this year.

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  • Interim Chief Technology Officer to Pilot New Electronic Trading Platform

    Interim Chief Technology Officer to Pilot New Electronic Trading Platform

    An up and coming open market electronic trading platform backed by major banks as well as a global financial data analytics provider was seeking a strong interim technology lead to own the...

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  • Accelerating an HR Operations Buildout in Financial Services

    Accelerating an HR Operations Buildout in Financial Services

    A large global asset management company had recently spun off from an F50 financial services firm. To support the buildout of a standalone HR function, the company’s CHRO was seeking an...

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  • See our financial services capabilities and talent bios.

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  • Business Talent Group Key Strengths: Financial Services

    Business Talent Group Key Strengths: Financial Services

    On-demand talent deliver the the in-demand skills and experience that financial services companies need to fuel growth and transformation in a rapidly changing market.

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  • Interim Operations Director for UK-based Financial Services Firm

    Interim Operations Director for UK-based Financial Services Firm

    A UK-based financial services firm came to Business Talent Group seeking an interim operations leader to steady the ship during the period between the incumbent director’s departure and the start...

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  • Webinar: A Costovation Conversation with New Markets Advisors47:32

    Webinar: A Costovation Conversation with New Markets Advisors

    In this on-demand webinar, we speak with Steve Wunker—Managing Director of New Markets Advisors—about how costovation enables companies to meet, and even exceed, customers’ expectations, cheaply

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  • How Freelance Analytics Experts Can Help You Do More with Your Data

    How Freelance Analytics Experts Can Help You Do More with Your Data

    Data-driven insights are key to flourish in the post-pandemic economy, but it can be challenging to find resources to harness those insights effectively.

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  • Phygital and the Future of Banking

    Phygital and the Future of Banking

    In this Q&A with financial services expert Angela Paulk, we explore the rise of phygital experiences in banking and other industry trends she's seeing today.

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  • Tackling the Banking Talent Shortage

    Tackling the Banking Talent Shortage

    The banking talent pool is shrinking, and the competition for quality talent has become cutthroat. Learn how to tackle the banking talent shortage today.

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  • Growth Strategist for Mortgage Originations

    Growth Strategist for Mortgage Originations

    A leading diversified bank had a goal of growing its annual mortgage business from $2B to $10B. The corporate strategy team was tasked with executing a mortgage origination strategy workplan to...

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  • Interim Strategy and Transformation Leader for Growth in Retail Banking

    Interim Strategy and Transformation Leader for Growth in Retail Banking

    A large financial services organization was looking to expand its retail banking arm and needed help creating a common vision and alignment across the retail business. Company leaders reached out...

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  • Interim Compensation and Benefits Lead for a Multi-Level Talent Gap

    Interim Compensation and Benefits Lead for a Multi-Level Talent Gap

    A global financial services company was expanding its HR team and already in the process of hiring a head of total rewards when the company’s head of compensation and benefits resigned...

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  • The State of Enterprise Blockchain and Decentralized Finance

    The State of Enterprise Blockchain and Decentralized Finance

    Senior IT consultant, executive, and blockchain expert Peter Wokwicz joins us to discuss a few of the biggest trends in enterprise blockchain, cryptocurrency, and decentralized finance.

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  • Designing and Initiating a New Shared Services Center

    Designing and Initiating a New Shared Services Center

    A fully integrated real estate company was considering a plan to build a shared services center to centralize front and back office functions to better serve tenants and property managers. Needing...

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  • An Interim CFO During a Search for a Permanent Hire

    An Interim CFO During a Search for a Permanent Hire

    A global asset management company’s CFO was leaving, and the organization needed a strong, experienced interim leader to fill the gap while a search for a full-time hire was underway.   Business...

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  • Marketing Transformation for FTSE 250 Trading Company

    Marketing Transformation for FTSE 250 Trading Company

    The Chief Marketing and Chief Product Officers at a FTSE 250 derivatives trading company were launching a transformation program to create a marketing function that could better support global...

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