Trends by Industry: Financial Services

Each year, Business Talent Group releases our High-End Independent Talent Report, looking across industries and business functions to analyze how business leaders deploy independent consultants, executives, experts, and project managers to complete critical work and meet their goals. Here are the top trends in how financial services industry leaders deployed these highly skilled talent in 2020.

The financial services industry is facing big digital changes. To meet them, executives are seeking independent expertise in acquiring and developing the products that will keep them competitive—and streamlining operations to optimize these new organizational competencies.

PROJECT CATEGORIES: Financial Services

46% Strategy
30% Operations
15% Transformation
5% Interim Executive
4% Organization



Business Processes


Marketing and Sales Strategy

Product Strategy and Launch

Post-Merger Integration

Interim Executive

IT and Tech Transformation



Project Management

Process Optimization and Transformation

Program Management Office (PMO)

Market Landscape

Product Management

Digital, Internet, and Mobile Marketing

Post-Merger Integration



  • Plan a data migration to a new platform connecting financial institutions
  • Map processes and optimize workflows within derivative services
  • Evaluate processes to streamline and improve the end-to-end M&A value chain
  • Build user surveys and analyze data to implement a new customer acquisition strategy
  • Assess opportunities for incorporating artificial intelligence, information architecture, and machine learning into the process roadmap


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