Industry Practices | Financial Services


Our team has helped leading financial services companies around the world achieve sustainable, profitable growth. Employing a rigorous analytical approach, we deliver independent, fact-based recommendations to solve the unique strategic and operational challenges that financial services companies face today. From attaining sustainable differentiation to driving a deeper share of customer wallet through cross-selling opportunities, we have helped financial services companies effectively create demand.


Our team has served a broad spectrum of firms in traditional and non-traditional financial industries, including:


  1. ‣ Bank of America

  2. ‣ Wachovia

  3. ‣ JPMorgan Chase

  4. ‣ Citi

  5. ‣ Mennonite Mutual Aid

  6. ‣ H&R Block

  7. ‣ MasterCard

  8. ‣ Visa

  9. ‣ American Express

  10. ‣ Merrill Lynch


Read our featured case studies for more on how we help clients effectively create demand.




Read more on cg42’s expertise across the following industries:


  1. ‣ Financial Services

  2. ‣ Professional Services

  3. ‣ Technology

  4. ‣ Telecommunications

  5. ‣ Healthcare

  6. ‣ Consumer Goods & Services

  7. ‣ Hospitality


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