Finalta

We are the leading global provider of performance benchmarking for banks and insurers.

Finalta began as an idea: to shine a bright light on performance to help banks understand how they compare with peers and give them the insights they need to improve performance over time. Building on our 20+ years of experience and broad reach with over 350+ clients in 50+ countries, we provide best practice recommendations to accelerate business performance.

Why choose Finalta?

High impact, practical results

Finalta results are used as a catalyst for change. We help you set customized targets and fine-tune your strategy. Our recommendations, based on proven best practices, accelerate change and reduce risk.

International expertise

Finalta’s international knowledge is critical to challenge established, internal thinking and overcome the ‘fear factor’ of change. Our international peer group also helps multi-local organizations compare performance on a country-by-country basis.

Interpretation and qualification

We demonstrate how your performance compares with that of relevant peers on key operational metrics and clarify why this is the case. Our best-practice cases illustrate how to close performance gaps to reach best practice.

Proven methodology

Finalta’s performance data are sourced under nondisclosure agreements directly from financial institutions, complemented by interviews with senior management. Precise definitions and a rigorous verification process ensure that data are compared on a like-for-like basis.

Our data is collected in collaboration with our clients using a consistent set of definitions, enabling them to have an accurate view of their competitive position. All data is sourced under non-disclosure directly from banks and insurers.

What Finalta provides

Finalta provides executives with powerful tools to manage performance. Annual deep-dives provide strategic guidance and tactical recommendations, while more frequent benchmarks provide an up-to-date view of competitive performance.

Consumer Banking

The Digital study analyzes a bank’s distribution with a focus on the migration of servicing and sales to digital channels. It combines granular performance data with global best practices to help banks accelerate their digital transformation.

The Growth & Value study identifies ways to acquire and retain more customers, and deepen relationships with new and existing customers. Using anonymized customer-level data it provides better comparability, unique insights, and actionable recommendations.

SME and Corporate Banking

Our benchmarks enable banks to understand their competitive performance across the acquisition of new clients, depth of relationships, and the productivity of their relationship managers. Client-level data enables custom segmentation for comparison, normalizes for portfolio mix and provides tactical and actionable recommendations.

The Digital study examines the rapidly evolving digital channels that banks are providing their SME and Mid-corporate segments. It measures the usage and performance of these channels and takes stock of the full range of capabilities being developed and deployed.

Whole Bank

The Productivity study helps CEOs and CFOs identify opportunities to increase productivity and revenues, or to bring cost in line with peers. It covers a bank’s entire cost base, including functions, distribution, and middle/back office. Additionally, it includes a granular assessment of the underlying drivers of performance to identify specific actions the bank can take to improve productivity.

Insurance

Our benchmarks help insurers identify opportunities for profitable growth, and optimize loss & expense ratios. Through detailed benchmarking, accounting for business lines, risk mix and operating models we help insurers change portfolios, build achievable investment cases, and accurately track performance improvements.

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