Financial Services

Challenges and opportunities.

The financial services industry is witnessing huge changes, with new operating models being enabled by FinTech, regulation influencing strategies and continued challenges in customer’s attitudes to the importance of financial security.

Large, incumbent players are finding it hard to make quick changes to the way they interact and transact with customers, as outdated IT systems and subsequent BAU processes hold them back.

The opportunities in the market are for the organisations that can invest in establishing and maintaing better customer relationships, based on the way customers want to intereact.

Beyond-Consulting’s role

I understand the regulations placed on financial services organisations when it comes to marketing their services and products, so I’m able to create marketing campaigns that stay within the guidelines, and focus on delivery of higher quality sales leads, more repeat business and increased customer referrals.


The resources below have been created to provide useful tools for organisations either in, or targeting, the industry, to create marketing campaigns.


Financial Services – Industry Insight Download

Sorry, no posts matched your criteria.

Michael is one of the very few people who have the ability to deal with strategic thinking whilst delivering tactical results.  He always asks the right questions to make sure that everybody is making the right decisions. Michael is happy to question anyone top to bottom in a business and that is why he is so successful. When you are looking for results based marketing along with Strategic thinking, he is the right person.

Fred Wilkinson – CEO

Michael was always full of zeal and energy to get the job done, with a solid marketing plan, methodology and reasoning behind his motives. If that plan required questioning existing ways of doing things, or convincing (senior) management, I knew I could always rely on Michael to get the results that our channel required.

Adam Chapman – Director Global Marketing

Michael is a results oriented individual who shows great commitment, attention to detail and a real desire to get the job done. He has a clear understanding of Channels and knows how to market to them and through them. He can bridge the gap between marketing and the sales function to ensure a cohesive approach to market – I would not hesitate to recommend him.

Dale Peters – MD

Michael demonstrated excellent channel management skills. He can balance strategic and tactical demands well, and although his experience with me was primarily marketing focussed, he was clearly highly sales orientated in his activities.

Mark Whitby – Senior VP Consumer

Michael is a driven marketing professional who has a deep understanding of the channels to market and has a successful record of developing and executing both strategic and tactical marketing programs and initiatives.

James Moon – Commercial Director

Michael is a highly dedicated and diligent marketing professional. He is extremely personable, articulate and a good communicator. He has a good head for strategy and is able to develop plans to address objectives. He is a good team player and a leader. I enjoyed working with him.

Sanjay Kumar – Director Product Marketing

Robin Lane, Clevedon, BS21 7ET, UK