Financial Services

In the current risk-averse climate, institutions seek innovative solutions and ways to reduce their exposure, while at the same time growing their businesses and positioning themselves to capitalize on emerging opportunities.

Lodestar’s consultants work with executives in banking, capital markets, securities and investment advisory firms, accounting, insurance, and real estate to more effectively manage disruptions in the financial markets, increased regulatory complexity, and operational risk, both in the US and internationally.

Recent client engagements include research, innovation, and information management work in areas such as:

Mobile technology and payments
Credit card issuer/merchant relationship
Community bank lending trends to SMB
Dodd Frank
SOX
Marketing campaign performance assessment and ROI for a major mutual fund
Brand positioning and go-to-market messaging for a payment software provider
New product development in payments, actuarial sciences software, regulatory compliance, online financial advisor and wealth manager resources, CPA office/practice management tools, and information services for the Office of the CFO (OCFO)

Our Financial Services Clients

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