Industry 13
Financial Services & Investment
Thyor advises private lenders, investment firms, insurance intermediaries and specialist financial-services businesses on FP&A, operating models, tax, transactions and controls.
Sector context
Operating models, analytics and governance for firms whose product is financial judgement.
Fee pressure exposes operating inefficiency
Stakeholders expect institutional reporting
Technology investments need economic proof
Consolidation creates integration work
Decisions
Where financial and operating judgement matters.
- 01
Operating model
Align talent, technology and cost with revenue economics.
- 02
Fund and portfolio analytics
Create reliable performance and cash information.
- 03
Transactions and integration
Evaluate and combine platforms.
- 04
Governance and controls
Strengthen reporting, authority and risk oversight.
Representative situations
Composite examples.
- 01
Investment-firm cost reset
Organisation and technology costs were reframed around investment capability.
- 02
Acquired-platform integration
Reporting, systems and benefits tracking were unified after a transaction.
Next step
A financial services situation to discuss?
The firm will be direct about where its sector and functional experience adds value.