Financial Services
Strategy & Innovation Services

While legacy firms operate at global scale, their models are rooted in audit, tax, and cross-selling advisory structures. P&C Global’s model is fundamentally different: operator-led, outcome-based, and vendor-neutral. Every engagement is led by senior finance, risk, and transformation executives who have run financial institutions themselves, ensuring strategy translates into measurable execution.

Our compensation is tied to verified performance, not simply hours billed, and we maintain absolute independence with no vendor commissions or referral fees. Our advanced AI tools and proprietary Visage™ AI platform optimize cost, performance, and risk, ensuring strategies deliver measurable impact. Independent, third-party research has confirmed our distinctive advantages: deeper accountability, faster execution, and higher sustained client satisfaction.

Vendor independence is a cornerstone of P&C Global’s model. Unlike many traditional consultancies that receive commissions, resale margins, or preferred-vendor incentives, we maintain absolute neutrality in technology and digital transformation initiatives. This ensures every platform, fintech, or infrastructure recommendation is based solely on client value, performance, and long-term ROI—not on third-party relationships.

Our teams are ISO 27001 and SOC 2 certified, and all technology partnerships are evaluated through proprietary due diligence frameworks. This results in unbiased, architecture-agnostic guidance that delivers transparency, performance, and trust at every stage of digital execution.

Our results are not theoretical. They are measurable, transparent, and contractually aligned to outcomes. Every engagement begins with a quantified baseline, an AI-driven performance model, and clear financial and operational KPIs. Our proprietary AI tools and Visage™ analytics platform enables scenario modeling that accelerates market entry, reduces execution risk, and tracks ROI.

Learn how we helped a major retail bank create innovative financial products and services that generated $60 million in new revenue streams. View additional outcomes in our Resource Center.

We integrate scenario planning, enterprise risk modeling, embedded finance and open-banking strategy, all while ensuring alignment with regulatory frameworks. Our Strategy & Innovation services span risk mitigation, compliance transformation, and business model reinvention.

Because we own the outcome, our teams speak the language of both supervision and execution. We’ve sat on the regulatory side of the table and in the boardroom, ensuring every innovation is auditable, resilient, and strategically compliant—turning regulatory precision into a catalyst for competitive advantage.

When selecting a partner, finance leaders should ask:

• Will this firm own implementation and outcomes?
• Are teams practitioner-led or junior-heavy advisors learning on the job?
• Does the firm maintain absolute vendor independence—no kickbacks, cross-selling, or referral fees that compromise objectivity?
• Are metrics and accountability fully transparent, and tied to measurable results?
• Do they use advanced AI tools like Visage™ AI, dramatically accelerating program timelines and ROI
• Do they have reputation for unethical behavior, conflicts of interest, or opaque fee structures?

At P&C Global, every engagement meets these standards. We measure success in the same way our clients do: by outcomes delivered, not promises made.

Not at all. P&C Global’s financial services work spans a broad range of specialized and often confidential engagements, many of which cannot be publicly disclosed due to client sensitivity and regulatory discretion. What you see online represents a curated selection of our capabilities, not our full list of capabilities. In practice, we’ve led projects across balance sheet optimization, capital strategy, treasury modernization, regulatory architecture, embedded finance innovation, and M&A integration.

We invite senior leaders to contact us directly to discuss your organization’s specific challenges and objectives.