Financial Institutions

and

Private Equity

 

Financial Institutions and 
Private Equity

Helping financial service firms stay at the forefront of technology.

Financial services firms across the globe are presented with unprecedented strategic challenges today.  Consumer desires and financial needs are changing rapidly as a result of new technologies for financial services, along with the consumer’s emphasis on a pleasant purchasing experience.  Due to great availability of data, understanding customers better has become easier, changing business models from a product-centric approach to customer-centric.  Due to strict regulations, financial institutions are under heavy scrutiny, and must be very diligent in order to prevent disruptions.  Even after more than a decade has passed since the global financial crisis, its effects continue in the form of historically low-interest rates and increased regulations.  As new challenges arise daily, traditional financial institutions need to carefully consider where to invest and which growth avenues they need to explore.

How NMS can help

At NMS, we strive to digitize operations, build efficient teams, and enhance the customer experience, all while ensuring your bank can respond to ever-changing regulations.  In today’s marketplace, customers demand digital, personalized banking experiences.  We work collaboratively with your team to implement the technology needed for digital products and better experiences, while building out loyalty strategies.  We leverage our global expertise to guide you on integrations, so that you can realize the full potential.  We also partner with banks and payment providers to ensure program designs are used that deliver the experience desired by your customers.  We are here to help you expand your customer base, increase revenues, and leverage your partners.  We also help insurance companies and brokers succeed in a highly competitive market.  A clear strategy, an outstanding business and operating model, and disciplined execution are required to succeed in today’s environment, and NMS is here to help.  Our services include:

  • Operations improvements
  • Advocating your interests in litigation and regulatory matters
  • Market entry
  • Strategy development
  • Identification and execution of value-creating transactions
<b>Value Optimization Framework</b>

Value Optimization Framework

<b>Value Optimization Framework</b>

Value Optimization Framework

Global Coordinator

Trevor M. Saliba

Managing Partner
Global Head of Private Equity, M&A and Strategy
Private Equity, M&A and Strategy
Beverly Hills

Arthur Mansourian

Senior Manager
Cybersecurity & Data Privacy, Mergers & Acquisitions
Beverly Hills

Brenda Natarajan

Senior Consultant
Private Equity
Beverly Hills

What can we help you achieve?