Financial Services

Our Approach
Our financial services practice consists of three sectors: the banking sector (including retail banking, corporate banking, private banking, etc.), the insurance sector (including property insurance, life and long term, etc.) and the payments market (including cards, mobile payments, etc.).
We supply a broad range of financial institutions with a deep understanding of the different sectors` structures, economics, competition and trends. We have profound experience working with a wide range of local and international financial institutes, from leading incumbent banks to cutting edge Fintech challengers.
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 issues in 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.m
Our Solutions
The financial services industry is in a constant state of change. Even as the dust of the latest digital revolution is beginning to settle, new and exciting possibilities are being constantly introduced, and fintech challengers are aiming to reshape every aspect of the industry.
With consumer needs rapidly evolving, we help our clients devise strategies for the future. Over the years, TASC has assisted its clients to achieve sustained competitive advantage and capture the opportunities presented in this shifting landscape.
We provide our clients with a wide array of services, such as:
  • Digital strategy and transformation
  • Corporate strategy development and portfolio optimization
  • Product development and pricing
  • Customer analysis, insights and segmentation
  • Marketing and brand effectiveness Salesforce, channel strategy and branch network optimization
  • Organizational design
  • Operational excellence
  • Process and performance improvement
  • Digitization & Automation
  • Technology operating model and logistics
  • Analytics and data management
  • M&A advisory
  • Risk management
Our Clients
Our clients in the financial services industry consist of some of the leading banks, insurance companies and card companies in the country, as well as international banks, private equity investors, banking associations and more

Relevant Experience: Case Studies

TASC assisted a leading car insurance company to deal with increased competition in the motor insurance market

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Dealing with increased competition in the motor insurance market

TASC formulated 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

TASC was asked to assist a leading financial player to validate the business plan of a digital banking initiative

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Validation of a business plan of a digital banking initiative

TASC assisted one of Israel’s top banks in improving the effectiveness of the mortgage lending process

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Improving effectiveness of mortgage process for one of Israel's top banks

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

Planning and executing a post-merger integration of two large banks

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Merger of two Israeli large banks

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

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Comprehensive strategic plan for a leading insurance company

The overview included a detailed examination of substitute products, product characteristics, costs and interest rates, usage and penetration rates.

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Revolving credit card market review

Separated Go-to-Market strategies for consumer and business credit activities with a high resolution of the chosen initiatives to fulfill ambitiously business goals.

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Designing consumer and business credit growth strategy for a 1-tier payment company

TASC helped a medium-sized bank decide upon and undergo a dramatic, market-changing merger

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Merger strategy and implementation for a medium sized bank

Designing a strategic plan for the corporate division of a major bank in light of growing competition

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Long-term strategy for the corporate division of a large bank

Growth strategy for one of Israel’s largest credit card companies in face of significant market and regulatory changes

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Growth strategy for a large credit card company

Helping a leading bank secure its position in the fast-paced and highly competitive consumer lending market

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Optimizing consumer lending activity for a large retail bank

Helping a leading bank develop innovative cooperation models in order to create new and unique value propositions

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Designing innovative cooperation models for a leading bank

Introducing digital, automated led cash management to replace tellers and front office operations for a bank

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Cash management strategy for a leading bank

Reshaping the corporate strategy of the healthcare division of Israel’s second largest insurance company

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Healthcare division strategy for insurance company

Developing digital strategy, focused on enhanced user experience, shorter claim handling times and better digital infrastructure. The strategy is currently under implementation.

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Digital Strategy for the National Insurance Institute of Israel

Assisting Israel’s largest retail bank in creating an innovative business model for a P2P payments service

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Innovative business model for Israel’s largest retail bank

Creating a long-term strategic plan for the SME segment for a leading Israeli retail bank

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SME strategy for a leading Israeli retail bank

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

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