Financial Services

In the past decade, the Financial Service industry has been an aggressive pioneer of sourcing, using a combination of internal and external relationships. Recognizing the needs of this forerunner, TPI offers dedicated Financial Services Advisory Services — the only dedicated global Financial Services team among sourcing advisory firms.

TPI helped us fully explore all options and considerations to enable us to make our decision.

— Michael Guggenheimer, Managing Director, AMP Bank Limited

TPI has advised on more than 180 engagements in the asset management, insurance, capital markets and bank arenas.

We provide clients with the best possible solutions that bring results. Working with you collaboratively, we help establish a clear path toward reaching your organizational goals through the best combination of sourcing options.

  • Leading Financial Services domain experience — Our expert advisors have on average 20 years of experience working with firms, service providers and consultancies in the financial services domain.
  • Global coordination — With advisors based throughout North America, Europe, India and the Asia Pacific region, we provide our clients with expertise and local context analysis across the globe.
  • Financial Services service provider knowledge — Our extensive transaction experience has given us exhaustive insight of 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 Financial Services service providers and captive operators to stay informed on their latest offerings and business directions.

Following are our Financial Services Operations service offerings:



For more information, contact:

fso@tpi.net