Financial Services

TPI has advised dozens of firms in the Financial Services sector, executing more than 180 engagements in the banking, capital markets, and insurance market arenas.

Our engagements include consulting on service delivery strategy and optimization and the execution, implementation and management of shared services, captive operations and outsourcing transactions.


Service Offering
Design Implement Deliver
  • Service Delivery Strategy & Optimization
    • Shared Services / Captive
    • Outsourcing / Offshoring
  • Location & Cost Analysis
  • Security & Risk Analysis
  • Compliance & Regulatory Analysis
  • Shared Service / Captive Operations:
    • Setup
    • Divestitures
  • Outsourcing Transactions
    • Business Process & IT
    • Onshore / Offshore
  • Transition Support
  • Service Management
  • Governance Management
  • Offshore Security Reviews
  • Restructuring & Renegotiation

Functional Expertise
Business Process IT
  • Financial Services Operations:
    • Asset Management
    • Investment Banking & Brokerages
    • Corporate & Retail Banking
    • Insurance
  • Finance & Accounting
  • HR
  • Contact Center Services
  • Corporate Real Estate
  • Infrastructure:
    • Mainframe
    • Servers
    • Network
    • Desktop
    • Service Desk
  • Applications Development & Maintenance (ADM)

Why TPI?
  • Global reach ― With advisors in the Americas, EMEA, India and the Asia Pacific, we provide our clients with expertise and local context analysis across the globe.
  • Data and knowledge ― Our extensive research and experience provides you with exhaustive insight into service provider capabilities, captive operator capabilities, client profiles, rate structures, local labor costs and local process alignment and feasibility. In addition, we hold regular meetings with service providers and captive operators to stay informed on their latest offerings and business directions.
  • Financial Services-specific governance ― TPI's governance approach is compliant with regulations and helps you establish a consistent control framework.
  • Dedicated Advisory Team ― TPI offers dedicated Financial Services Advisory Services — the only dedicated global Financial Services team among sourcing advisory firms.

When SunTrust first entered into an items processing transaction, we knew we could benefit from additional expertise. TPI’s focus and insight helped us arrive at the outcome and terms we wanted, and their market intelligence assisted us in formulating realistic expectations and evaluating options. They helped guide us through to the very end, filling gaps where they existed. Their guidance was a key to the result.

— Martin Patterson, Senior Vice President, SunTrust

Download TPI Financial Services Operations Brochure (470 KB PDF)

See Knowledge Center for Related White Papers


For more information, contact:

In the Americas, Brian Smith,
Partner & Managing Director,
Financial Services, TPI
brian.smith@tpi.net.		 In Asia Pacific, Arno Franz,
Partner & Regional President,
Asia Pacific, TPI
arno.franz@tpi.net.
In EMEA, Roger Sparks,
Partner & Managing Director,
U.K, The Netherlands & France, TPI
roger.sparks@tpi.net.

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