The financial and insurance landscape is evolving fast, driven by new technologies, changing regulations, and shifting customer expectations. We partner with industry leaders who embrace change, adapt with confidence, and stay ahead in a constantly moving market.
Financial Services
In financial services, three powerful forces are driving that change: the rise of private markets, new regulatory shifts, and rapid adoption of AI. Private credit, private equity, and real estate are drawing strong investor interest, helped by recent U.S. rules that let 401(k) retirement plans invest in these areas—opening the door to significant new capital. With IPOs and stock issuance slower than usual, investment banks are leaning more on advisory work, debt deals, and private placements to keep business moving.
AI is also making a major impact, helping firms deliver financial advice at lower cost and improve efficiency in areas like compliance and risk management. Hedge funds and asset managers are competing fiercely for top talent, while automation is trimming the need for some junior roles. At the same time, demand for fintech, cybersecurity, and compliance expertise remains strong in major U.S. and Canadian financial hubs.
Overall, the sector offers new growth opportunities for companies that embrace private markets and AI-driven efficiency. The main challenges are slower public markets, talent competition, and adapting to regulation, but firms that adapt are well positioned to thrive.
Insurance
In insurance, the pressure looks different but no less intense—climate risks, health trends, and new technologies are reshaping how coverage is delivered, priced, and understood. Property insurers are dealing with record catastrophe losses, leading to higher premiums and reduced coverage in disaster-prone areas.
At the same time, new health trends like the rise of GLP-1 drugs are introducing new uncertainty: underwriters may base risk models on improved health metrics from policyholders using these medications, but if those individuals stop taking them, those gains could disappear, leaving insurers with inaccurate assumptions about long-term risk.
On the tech side, AI and automation are speeding up claims processing, while insurtech platforms, embedded coverage models, and data from connected devices are changing how coverage is delivered and priced.
With so much in motion, finance and insurance leaders are looking for ways to keep their teams aligned, energized, and forward-focused, and that’s where high-impact events, incentive programs, and performance strategies can spark real change and meaningful outcomes.
We turn strategy into results with tailored programs, smart platforms, and expert execution. Check out our latest insights and resources. Then, get actionable tips in this Insurance Nerds article—Top Five Best Practices for Building Effective Incentive Programs—featuring two of our experts.
In an industry built on trust, internal alignment is everything. Contact us to build it together.
