providing great client outcomes globally with our:

Financial Services

A balance between shifting climates and transparency

Fast Paced. Intellectually Complex. Extremely Dynamic.

The volatility of the global markets continue. The industry evolves with changes in regulations, the need for transparency, high performance expectations, low margins, constant technological improvements, increased competition, and shifting economic & political climates.

Superior talent is demanded in management and operations. Leadership must have broad knowledge of global markets and the economy, a deep understanding of risk management, and the technological vision to navigate today’s cross currents to realize emerging opportunities.

Our consultants are active in their sectors with expertise across asset management, wealth management, investment banking, consumer banking, specialty finance, lending, insurance payments, and FinTech.

Industry Expertise

  • Asset & Wealth Management
    Competition is increasing, regulations are changing, and technology is disrupting. These companies need talent that can stay on top of dynamic trends.
  • Banking
    Banks are faced with competing priorities, including increased client and customer-service demands. Leaders in this field are coming from inside and outside the sector to bring fresh perspectives and best of breed innovations. ZRG has core expertise in:
    • Commercial
    • Wholesale
    • Retail
    • Investment
    • Trading
  • Commercial and Specialty Lending
    In both favorable and tight credit markets, leaders in this space build and grow high-yield practices in working capital finance, asset-based lending, equipment finance, and unsecured startup lending.
  • Commercial Real Estate
    The most successful firms in this sector are looking for sustainable and profitable growth. Their challenges are identifying compatible capital partners and high-impact leaders while recognizing the ongoing need for technology, data, and analysis. Our global team brings a depth of experience through the entire Real Estate Ecosystem with strong practices in North America, South America, and EMEA. More on our Real Estate Practice >
  • FinTech
    Technology has improved the value chain across most aspects of Financial Services, integrating core banking, payments, and lending.
  • Insurance
    Our global team deliver value to our ‘partner clients’ by evaluating and recruiting today's talent and identifying and tracking the potential value add talent of tomorrow within:
    • Life
    • Property & Casualty
    • Accident & Health
    • Bancassurance
    • Brokerage
    • Reinsurance
  • Blockchain
    The blockchain space is quite new and diverse, resulting in high competition for top talent. Our team is connected to executives that have a range of experience including:
    • Simplified, frictionless, cross-border payments
    • Lending with a lower cost of capital
    • Streamlined asset and wealth management
    • Enforcement of “smart” contracts
    • Capital raises of cryptocurrency through ICOs (Initial Cash Offerings)
  • Payments and Transaction Services
    New players have proven successes in innovating and growing businesses for payment processors, card networks, or money movement providers.

Contact someone from our Financial Services Team



Financial Services Team