From banking and insurance to portfolio management, Cavallo and Associates has dedicated financial services teams serving all major areas of the financial services industry. Our work draws on more than 25 years of experience in the field and the expertise of Cavallo and Associates’ professionals in the world’s most important financial centers.

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What we do…

Financial services players will need to harness better business models to overcome shortcomings of the past and current challenges. Cavallo and Associates draws on deep experience across industries to help institutions in every region find innovative ways to optimize processes, reduce back office costs, align IT, manage risks, capture the economic benefits of building loyal customers, and plan for evolving competitive and regulatory landscapes.

We work with leading institutions in the banking and insurance sectors in all major areas, including:

Retail Banking

Clients and Capital Markets Business Asset Management
Risk, liquidity and Capital Management Stock Markets
Cavallo and Associates has deep expertise in financial services, but we also look beyond the industry and draw upon our capabilities experience. We tailor these offerings to the needs of our financial services clients to help them solve problems or pursue opportunities in many areas, including:

Growth Strategy
Organizational Effectiveness
Operational Excellence
Information Technology
Mergers and Acquisitions
Change Management
Private Equity
Performance Improvement
Customer Loyalty and Insights

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