L.E.K. Insights for March-25
1. Financial Planning Growth Index
We’re pleased to present the inaugural Financial Planning Growth Index, produced in partnership with Saltus , where we provide a comprehensive overview of the current state and future outlook of the financial planning industry.
The report highlights key developments, challenges and priorities for firms as they navigate a complex operating environment – with a particular emphasis on growth.
Read it here.
Connect with Bronswe Cheung and Yi Zhu
2. Personalisation in US Banking: Shifting From Product-Led to Customer-Centric
US banks have long relied on a product-first approach, but changing consumer expectations and open banking regulations are making this model obsolete. Our latest research, developed with Hi Mum! Said Dad , shows that 71% of US customers prefer personalised digital experiences, and over half would switch providers for better-tailored services.
Click here for the full article, which explores practical steps banks can take to integrate personalisation into their strategy without overhauling their entire operation.
Connect with Aaron Byrne and Lisa Tuong
3. Credit Unions’ Strategic Evolution: Navigating Growth Through M&A and Beyond
US credit unions are at a turning point, experiencing their first asset contraction in nearly a decade amidst an unprecedented wave of M&A activity.
The latest Executive Insights from our US-based colleagues explores the key forces reshaping the sector, from digital transformation imperatives to the evolving role of credit unions in small-business banking and financial wellbeing.
Read the full analysis here.
Connect with Aaron Byrne , Gigi Wong and Stanley L.
Connect with our thought leaders
Ashish Khanna, Peter Ward, Eilert Hinrichs, Sam Halliday, Bronswe Cheung, Aaron Byrne, Gigi Wong, Sam Shinner, Clayton Souza, Dr. Marc D. Grüter, David Hitsky, Philippe De Backer, Zayd Raoof, Pawel J., Feroz Sanaulla, Justin Tan, Yoshiro Makita, Andreas Buelow
The L.E.K. Financial Services team helps clients develop fact-based, practical, winning strategies for our dynamic sectors. Our work for investors, shareholders and leaders brings insight and a rare breadth of experience and perspective to drive strategic decision making.