Financial Services

Our Approach

Our Financial Services practice consists of three sectors:  banking  (including retail banking, corporate banking, private banking, etc.); insurance (including property insurance, life, long term, etc.); and the payments market (including cards, mobile payments, etc.).

We have deep experience working with a wide range of local and international financial institutions from leading incumbent banks to cutting-edge Fintech challengers. We supply a broad range of financial institutions with a profound understanding of the structures, economics, competition, and trends of the different sectors.

Our distinct approach is characterized by a combination of rigorous fact-based analysis, strategic long-term thinking and innovative, creative solutions. We provide counsel on strategy, operating and organizational capabilities, innovation, digital transformation, marketing, new product development and more.

Throughout our many years of experience working with the leading players in the Israeli financial- services market, we have accumulated a deep understanding of the local conditions, competitive landscape, trends, and regulation, positioning us as a clear expert in the local financial-services ecosystem.

Our Expertise

Relevant Experience: Case Studies

TASC assisted a leading insurance company in formulating a comprehensive strategic plan

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Comprehensive strategic plan for a leading insurance company

Formulating an OpEx transformation strategy for one of Israel’s top banks
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Operational Excellence (OpEx) for one of Israel’s top banks

Compiling an innovative growth strategy for Israel’s largest credit-card company
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Innovative growth strategy for Israel’s largest credit-card company

Building a digital transformation strategy for a leading retail bank by creating a new “virtual branch” concept
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Digital transformation strategy for a leading retail bank

Our Experts

Publications & Articles

ניתוח שוק המטבעות והנכסים הדיגיטליים הישראלי

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The Israeli cryptocurrency market

גיבוש אסטרטגיית שירות חדשה לחברת ביטוח מובילה לשיפור חווית הלקוח וייעול תהליכים פנימיים

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Improve the service strategy in the organization

הצמיחה בביטוחי בריאות בישראל – מגמות מנועי צמיחה והזדמנויות עיקריות

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Health insurance in Israel – Current state & Future opportunities

מצוינות תפעולית בגופים פיננסיים – מהלכים לקידום מצוינות תפעולית בעידן הנוכחי

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Operational Excellence (OpEx) in Financial Services