Financial Institutions


Successful financial institutions of tomorrow will be exceptionally agile. They will have mastered the lessons of early adopters in order to plan their way forward amid ongoing market uncertainty, broad regulatory changes, and relentless disruption. As a premier global financial services consulting firm, we enable companies to meet these key challenges and move confidently into the future.

Lionpoint provides industry-focused consulting services for financial services firms, including banks, insurance companies, asset managers, and wealth managers. We work with the leading service providers, including fund administrators, depositaries, custodians, and Alternative Investment Fund Managers (AIFMs).

Our financial consulting services prepare businesses for their next challenges by helping them to select, implement and optimize the processes and tools needed to support strategic growth. We activate new opportunities for our clients, enabling them to transform their operating models; drive automation; improve data governance and quality; meet shifting accounting requirements, and deploy custom technology solutions.

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Asset & Portfolio Management – Monitoring/Valuations

We provide precise monitoring and valuations to optimize your asset and portfolio performance.

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Business Process Management

Our services streamline and enhance your business processes for greater efficiency and effectiveness.

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Client and regulatory reporting

We provide comprehensive reporting services to meet client and regulatory requirements with accuracy.

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Credit Operations

We support robust credit operations, ensuring seamless management of credit-related activities.

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CRM/ Deal Flow

Our CRM and deal flow solutions enhance client relationships and streamline deal management.

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Enterprise Data Management

We ensure comprehensive and accurate enterprise data management to support informed decision-making.

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Enterprise Performance Management

Our enterprise performance management services drive improved organizational performance and strategic alignment.

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Investment & Fund Accounting

We deliver precise investment and fund accounting services, ensuring accuracy and compliance.

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Management Company Accounting & Operations

We optimize management company operations, enhancing efficiency and operational effectiveness.

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Property Management, Accounting & Operations

Our solutions improve property management, accounting, and operations for better asset performance.

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Strategic Advisory

Our strategic advisory services guide your business towards sustainable growth and success.

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Treasury Management

We enhance treasury management with effective cash flow optimization and risk mitigation strategies.

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Our Guide

Forecasting the Future to Win: Lionpoint’s Guide to Financial Planning & Analysis

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Meeting increasing customer expectations and competition is an ongoing focus for our clients. We’re helping implement the processes and tools to deliver an exceptional experience, with connected planning.

Mitch MaxDirectorLionpoint Group

Technology for Financial Institutions

Across a growing number of solutions available across the industry, we have strong partnerships with the leading technology platforms, and financial institutions.

Our financial services advisory team can help your firm on its overall technology approach and provide guidance through the selection and implementation of best-in-class technology solutions.

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Case Studies

Our latest in financial institutions case studies.

Transformational Impact and an Enhanced Client Experience

Jun 22, 2021

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