Financial Services. Growth across complex financial ecosystems.

What we solve in financial services.

Deep strategy, product and digital experience expertise across complex financial ecosystems: banking, payments, lending, wealth and advisory, insurance and fintech.

  • Onboarding that customers do not complete
  • Digital channels that fall short of in-person service
  • AI assistants customers do not use
  • Security steps that cost conversion
  • Internal platforms with low adoption
  • Products that serve more than one audience

Financial services at work.

See all cases

  • Chase

    A concierge service model to win high-net-worth clients.

    Banking

  • Capital One

    An AI assistant redesigned so customers actually use it.

    Banking

  • McKinsey

    A commodity intelligence platform built from a consulting operation.

    Advisory

  • AdvisorEngine

    A B2B2C SaaS platform taken from research to MVP.

    Wealth and advisory

  • M&T Bank

    A complex internal platform rebuilt around how people work.

    Banking

  • Voyager

    A desktop trading app relaunched to win back adoption.

    Fintech

  • MetLife

    Global benefit portals optimized for adoption and order volume.

    Insurance

  • Travelers

    A sponsorship investment decision backed by market research.

    Insurance

Questions, answered.

What does Catalyst do for financial services companies?

We combine Growth Strategy and Product Development for banks, insurers, wealth and advisory firms and fintechs: research with customers, positioning and go to market, then the design and build of the products, portals and service channels that move conversion, adoption and retention.

Which parts of financial services do you work in?

Banking, payments, lending, wealth and advisory, insurance and fintech. Clients have included Chase, Capital One, M&T Bank, MetLife, Travelers, State Farm, AdvisorEngine and Voyager.

What problems do you see most often?

Onboarding flows customers abandon, digital channels that do not match the in-person relationship, authentication steps that cost conversion, AI assistants with low adoption, and internal platforms that do not reflect how people work.

Do you work with insurers as well as banks?

Yes. Our insurance work spans market research for sponsorship investment decisions, global benefit portals for employers, brokers and members, and research and design capability building for carrier teams.

Let us take you from insight to in market.

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