Financial Services

Building strong commercial engines for the financial services sector

You won’t win in financial services by chasing your own tail

Banks, insurers, and asset managers are under growing pressure. Yet too often, commercial teams stay stuck chasing their own tail – looping between regulatory demands, product complexity, and internal processes – while digital-first challengers and rising customer expectations reshape the market.

Winning today takes more than strong products or compliance. It requires a modern commercial engineone that drives productivity, uses data to guide action, and embraces new ways of selling in a faster, more competitive environment. 

Selected services for the Financial Sector

Our approach

We help financial services companies cut through internal complexity and build go-to-market models that are focused, agile, and effective. 

Our senior-led teams bring deep commercial experience – not just PowerPoint decks. We partner with banks, insurers, and asset managers to translate strategy into execution – designing smarter sales roles, digitising lead generation, and helping commercial teams do more with less.  

We know change isn’t easy in a regulated, risk-averse environment. That’s why we focus on practical moves that stick – and we work closely with leadership and frontline teams to make progress real – and fast. 

Case - Building a scalable commercial engine for long-term growth

A leading financial services provider set out to accelerate growth in the small business segment but faced a significant gap between ambitious targets and the commercial capabilities in place. The existing operating model was fragmented, with low returns from digital channels, limited customer segmentation, and unclear value propositions.
Kvadrant Consulting conducted a full assessment of the commercial setup and helped design a new operating model covering marketing, digital sales, onboarding, and retention. High-impact initiatives included a refined segmentation strategy, a pilot for paid media, and enhancements across the sales and qualification process. The program also introduced a scalable growth model aligned to a structured customer calendar.
Early results showed improved digital lead generation, better conversion rates, and stronger customer retention – shifting net customer growth from negative to positive and unlocking long-term commercial potential.

Meet our experts

Mikkel Bach-Andersen
Senior Partner

Mikkel has 15+ years of experience of practicing and consulting within B2B marketing & sales. He has a functional focus on brand strategy, value propositions, segmentation, organizational design, commercial & marketing strategy, product launches and deal acceleration.

Brian Andersen
Senior Partner

Brian is an expert in B2B sales & marketing and digital transformation. His focus in Kvadrant lies on all aspects of revenue marketing, close collaboration with sales, and building digitally competent organisations.