Financial Services & Fintech Agency & Consulting Firm
The future of finance is being shaped now. G & Co. provides finance consulting services, helping financial institutions and fintech leaders transform, innovate, and grow—faster. As a leading customer experience agency for finance, we leverage a deep understanding of the industry and a passion for digital excellence. Specializing in fintech strategy consulting and digital finance strategy, we collaborate with ambitious brands to redefine customer experiences, boost operational efficiency, and unlock new revenue streams. From digital transformation to AI-driven strategy, we go beyond finance consulting to architect solutions that deliver real impact. Change is happening. Let’s lead it together.



Financial Services & Fintech Agency & Consulting Firm Services
Financial Institutions & Fintech
We partner with financial institutions and fintech leaders to modernize digital ecosystems, enhance operational efficiency, and enable smooth customer experiences. As a leading finance consulting firm and customer experience agency for finance, we specialize in navigating regulatory complexities, adopting emerging technologies, and implementing digital finance strategy. Our expertise in fintech consulting helps firms unlock growth opportunities and strengthen competitive advantage in a rapidly evolving financial landscape.
Digital Strategy & Transformation
The most successful organizations treat technology as an enabler, not the goal. True transformation happens when digital investments are purposefully aligned with business strategy. Leveraging deep expertise in fintech strategy consulting, we craft digital roadmaps that align technology investments with business goals. Whether it’s platform modernization, omnichannel experiences, or operational agility, our finance consulting services ensure digital transformation drives measurable impact, scalability, and sustained competitive differentiation.
Business & Growth Strategy
New markets. New models. New opportunities. From M&A strategy to market expansion, we help financial firms identify untapped opportunities, optimize operations, and accelerate innovation. Recognized among top finance consulting firms, our strategic insights enable institutions to scale efficiently, expand revenue streams, and future-proof their business in a competitive financial landscape.
Brand & Market Positioning
A strong brand is a powerful differentiator. As a dedicated fintech consulting firm, we develop brand strategies, messaging, and positioning frameworks that help financial institutions and fintech firms stand out, build trust, and spur customer acquisition in a crowded market—ensuring long-term brand equity and recognition.
AI & Analytics
Businesses that integrate AI and data as core strategies—not just tools—will set the pace for digital transformation. Combining our experience in fintech consulting and advanced analytics, we help financial institutions leverage AI, predictive modeling, and automation to enhance decision-making, improve risk management, and unlock hyper-personalized experiences—turning data into a strategic asset that drives efficiency and innovation.
Marketing & SEO Strategy
We make financial brands impossible to ignore through SEO, content marketing, and performance analytics. As specialists in digital finance strategy, our strategies maximize digital visibility, enhance customer engagement, and spur sustainable growth, ensuring financial firms stay ahead in an increasingly competitive landscape.
Personalization & Engagement
Customers expect tailored, real-time interactions. We help financial firms deliver hyper-personalized, real-time interactions through AI-driven recommendations, behavioral segmentation, and dynamic content strategies—deepening customer relationships, increasing retention, and building long-term brand loyalty.
Customer Insights & Experience
Customer experience fuels growth. Our position as a premier customer experience agency for finance enables us to leverage data-driven insights, behavioral analysis, and omnichannel journey mapping to enhance digital touchpoints, optimize engagement, and improve retention—helping financial firms deliver customer-centric experiences that deepen loyalty and lifetime value.
Testimonials
Robust strategy delivered to meet revenue goal by 2027.
Million people reached after implementation of user experience design.
Increase in online direct-to-consumer conversion.
Delivers & consumers benchmarked across the United States for a 3-month survey.
Created a full-scale, responsive UX/UI design for desktop, mobile, and tablet.
Downloads of the Toyota app for convenient, vehicle management.
Re-design accomplished
Increase in campaign reach with new market targeting
Mobile app design accomplished from start to finish
Average monthly insights report downloads
Robust strategy delivered to meet revenue goal by 2027.
Million people reached after implementation of user experience design.
Increase in online direct-to-consumer conversion.
Delivers & consumers benchmarked across the United States for a 3-month survey.
Created a full-scale, responsive UX/UI design for desktop, mobile, and tablet.
Downloads of the Toyota app for convenient, vehicle management.
Re-design accomplished
Increase in campaign reach with new market targeting
Mobile app design accomplished from start to finish
Average monthly insights report downloads
Our Impact as a Financial Services & Fintech Agency & Consulting Firm
Reimagining Digital Infrastructure
Legacy systems shouldn’t hold you back. Leveraging deep expertise in digital finance strategy and finance consulting services, we modernize legacy systems, integrate cutting-edge technology, and build scalable digital ecosystems that fuel growth. Our tailored digital strategies enhance agility, streamline operations, and create consistent omnichannel experiences, ensuring brands stay ahead in an evolving market.
Personalized, Customer-First Experiences
A great experience isn’t optional—it’s everything. As a dedicated customer experience agency for finance, we turn customer data into action, helping financial firms personalize interactions, optimize digital touchpoints, and enhance user journeys. Through AI-powered recommendations and advanced segmentation, we build experiences that foster loyalty, retention, and lifetime value.
Turning Data into Action
We make data work harder. The future belongs to those who master AI and data—not as tools, but as engines of reinvention. Combining our fintech consulting expertise with advanced analytics, we help financial firms unlock actionable insights, improve operational efficiency, and future-proof decision-making with AI and advanced analytics.
Building Stronger, More Distinctive Brands
The future of financial services belongs to those who inspire trust, communicate with clarity, and stay ahead of shifting consumer expectations. Through our extensive finance consulting services, we refine brand messaging, sharpen positioning, and enhance perception to ensure our clients attract high-value customers and maintain a competitive edge.
Accelerating Growth & Expanding Markets
Growth doesn’t happen by accident. With insights from our position as a top finance consulting firm, we help financial brands identify new revenue streams, optimize pricing, and refine go-to-market strategies. Whether it’s market expansion, product innovation, or M&A, our recognized place among finance consulting firms guides businesses toward sustainable, scalable growth.
Cybersecurity & Fraud Prevention
Trust is the foundation of finance. We strengthen security frameworks, implement AI-driven fraud detection, and ensure compliance—helping financial institutions protect customer data, meet regulatory requirements, and safeguard digital transactions in an increasingly complex landscape.
Work
Our Expertise as a Financial Services & Fintech Agency & Consulting Firm
AI & Analytics Leadership
AI is transforming finance, and we help brands harness it. Leveraging our expertise in digital finance strategy, we use predictive analytics, machine learning, and automation, enabling financial firms to enhance risk management, streamline operations, and deliver hyper-personalized experiences—turning data into a competitive advantage that drives smarter, faster business decisions.
Tailored Transformation Solutions
There’s no one-size-fits-all approach to transformation. With specialized fintech strategy consulting capabilities, we design custom strategies that align with business goals—modernizing platforms, integrating emerging tech, and streamlining digital experiences—so brands can scale efficiently while staying agile.
Cross-Industry Innovation, Financial Focus
The best innovations often come from outside your industry. As a unique customer experience agency for finance, we bring insights from retail, luxury, and consumer brands to financial services, helping firms adopt cutting-edge strategies, refine customer experiences, and rethink digital engagement—ensuring they don’t just compete but redefine expectations in an evolving market.
Agile Delivery Frameworks
Speed matters. Recognized among leading finance consulting firms, our agile methodologies, rapid prototyping, and iterative testing help financial firms launch solutions quickly, optimize performance, and reduce risk. By integrating continuous feedback loops and real-time adjustments, we enable businesses to move fast, stay flexible, and lead with confidence.
End-to-End Strategic Execution
We provide a comprehensive suite of strategy, digital, and execution services to financial services and fintech firms. From market analysis and brand strategy to AI-driven personalization and platform development, our full-scale support in finance consulting helps brands plan, build, and execute with confidence.
Navigating Regulation with Confidence
Regulatory complexity shouldn’t slow innovation. With our specialized finance consulting services, we help financial firms navigate global regulations, strengthen cybersecurity, and integrate risk management strategies—allowing them to scale confidently while meeting evolving legal and security requirements. Our approach ensures compliance enhances, rather than limits, digital growth.
Global Leadership
We’re 100+ individuals from across the world driven by innovation and diverse perspectives. We craft your brands innovations for the world of tomorrow.
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FAQs
What does a financial services & fintech agency & consulting firm do?
A finance consulting firm provides specialized expertise to help financial institutions and fintech companies navigate digital transformation, enhance customer experiences, and ensure business growth. G & Co. works with banks, asset managers, payment providers, lending institutions, and fintech firms to develop and execute strategies that align with market trends, regulatory requirements, and evolving consumer expectations. Our approach encompasses business strategy, AI-driven analytics, branding, digital marketing, and operational optimization.
We conduct in-depth research, leveraging proprietary benchmarking platforms to assess brand health, customer sentiment, and competitive positioning. By combining industry expertise with data-driven insights, we enable financial firms to accelerate innovation, streamline digital adoption, and maintain a competitive edge. Whether modernizing legacy systems, enhancing digital payments, or personalizing customer engagement, we help financial brands achieve measurable, long-term success in a dynamic marketplace.
How can a financial services & fintech digital & strategy agency help my business grow?
A financial services & fintech digital & strategy agency helps businesses grow by unlocking new revenue opportunities, optimizing operations, and enhancing customer engagement through technology and strategy. G & Co. employs a data-driven, consumer-centric approach to help financial institutions and fintech firms expand their market share and maximize profitability. We analyze market trends, customer behavior, and competitive landscapes to craft strategies that ensure sustainable growth. Our expertise in AI-powered personalization, digital payments, and omnichannel engagement helps financial brands deliver customer experiences that increase retention and lifetime value. This is where a customer experience agency for finance brings value, helping refine every digital interaction.
Additionally, we support firms in identifying new revenue streams, whether through strategic partnerships, embedded finance, or product innovation. By leveraging digital transformation, optimizing digital marketing, and improving operational efficiency, we enable financial services businesses to scale effectively while remaining agile in an evolving financial ecosystem.
What are the benefits of hiring a financial services & fintech digital & strategy consulting firm?
Hiring a financial services & fintech digital & strategy consulting firm provides financial institutions and fintech companies with the expertise, tools, and frameworks needed to navigate a rapidly evolving digital landscape. We help firms enhance their competitive advantage by identifying market opportunities, optimizing digital channels, and implementing AI-driven customer experiences. Our team of strategists and industry experts provides deep insights into financial trends, regulatory shifts, and technological advancements, ensuring that our clients remain ahead of the curve.
Our finance consulting services offer benchmarking research through our proprietary Acumen platform, enabling businesses to assess their brand health, customer experience, and market positioning. By partnering with a firm like G & Co., financial brands gain access to proven methodologies, digital transformation expertise, and data-driven insights that boost efficiency, customer loyalty, and revenue growth. Our strategic approach ensures that every initiative delivers measurable, long-term impact.
How do financial services & fintech digital & strategy agencies accelerate digital transformation?
Digital transformation in financial services requires a combination of strategy, technology, and execution to modernize operations, improve customer experiences, and unlock new business models. Our work in digital finance strategy guides financial institutions and fintech firms through this process by leveraging AI integration, advanced analytics, and automation to enhance efficiency and decision-making. Our approach begins with a comprehensive digital roadmap that aligns business objectives with emerging technologies such as digital wallets, blockchain, and predictive analytics.
We also optimize omnichannel engagement by enhancing mobile banking, digital payments, and self-service platforms to improve customer interactions. Through data-driven insights, we help firms identify areas for automation and AI-driven personalization, ensuring that digital transformation efforts deliver both operational improvements and enhanced customer experiences. Our expertise ensures that financial brands transition seamlessly into the digital age, unlocking new revenue streams while maintaining compliance and security.
What should I look for in a financial services & fintech digital & strategy agency?
Selecting the right financial services & fintech digital & strategy agency is critical to ensuring a successful partnership that drives measurable business outcomes. When evaluating potential agencies, businesses should look for industry expertise, a data-driven approach, and a track record of success. We differentiate ourselves through our deep financial sector knowledge, AI-driven analytics, and consumer-centric strategies. Our proprietary research platforms provide real-time insights into market trends, customer sentiment, and digital performance, allowing us to craft highly targeted strategies.
Top fintech consulting firms like ours offer end-to-end services that include brand positioning, digital marketing, technology implementation, and customer experience optimization. With a global presence spanning New York, London, Shanghai, Paris, and Hong Kong, G & Co. brings a truly international perspective, ensuring that financial institutions and fintech firms remain competitive in an evolving digital economy.
How can a financial services & fintech digital & strategy firm improve customer experience?
A financial services & fintech digital & strategy firm enhances customer experience by leveraging AI-powered personalization, omnichannel engagement, and real-time data analytics. G & Co. helps financial institutions and fintech firms create customer-centric experiences that increase engagement, retention, and loyalty. Our AI-driven customer experience (CX) solutions analyze customer data to deliver hyper-personalized interactions, improving satisfaction and conversion rates. Additionally, we optimize digital touchpoints—including mobile apps, online banking platforms, and self-service portals—to ensure a frictionless user experience.
As a customer experience agency for finance, we also conduct extensive consumer research, using focus groups and behavioral analytics to refine user journeys and address pain points. Our experience orchestration strategies ensure consistency across all channels, from digital payments to customer support, enhancing trust and satisfaction. By integrating advanced analytics and AI-driven recommendations, we enable financial brands to build long-term relationships with their customers while maximizing lifetime value.
What are the key digital strategies for financial services and fintech companies?
Financial services and fintech companies must adopt a multifaceted digital strategy to remain competitive in a rapidly evolving market. G & Co. emphasizes several key strategies, including AI-powered personalization, omnichannel engagement, digital payments innovation, and data-driven decision-making. AI integration allows firms to enhance customer interactions through predictive modeling and real-time insights, while digital marketing tools optimize brand visibility and customer acquisition. We specialize in fintech strategy consulting, ensuring every initiative is future-ready.
We help financial institutions implement secure and scalable digital payment solutions, ensuring secure and frictionless transactions across mobile wallets, peer-to-peer payments, and embedded finance models. Omnichannel strategy is another critical focus, as we enable unified interactions across mobile banking, online platforms, and physical branches. Furthermore, we utilize analytics platforms to track performance, improve churn prediction, and refine marketing strategies. By aligning digital initiatives with business goals, we help financial brands future-proof their operations and achieve sustainable growth.
How do consulting firms help financial services companies navigate industry disruption?
Financial services companies face constant disruption from evolving regulations, fintech innovations, shifting consumer behaviors, and emerging technologies. Consulting firms like G & Co. help financial institutions proactively adapt by providing strategic guidance, technology roadmaps, and data-driven insights. We identify market trends, assess competitive threats, and develop strategies that enable financial institutions, fintech firms, and capital markets entities to stay ahead.
As one of the leading finance consulting firms, our expertise in digital transformation, AI integration, and regulatory compliance ensures clients can modernize operations, optimize customer engagement, and unlock new revenue streams. Additionally, we leverage proprietary industry benchmarking tools to analyze consumer sentiment and market shifts, helping financial firms refine their business models. By combining deep industry knowledge with cutting-edge digital strategies, we enable financial services companies to turn disruption into opportunity, building long-term growth and resilience in a rapidly changing financial ecosystem.
What impact does AI and data analytics have on financial services & fintech strategy?
AI and data analytics are transforming financial services and fintech by enabling hyper-personalization, predictive decision-making, and operational efficiency. G & Co. helps financial institutions harness AI-driven CX, real-time analytics, and machine learning models to enhance customer interactions and optimize business performance. AI-powered personalization allows banks, credit card companies, and digital wealth platforms to deliver tailored experiences based on user behavior, while predictive modeling enhances risk management and fraud prevention.
As a fintech consulting firm, we ensure clients implement intelligent solutions that drive real growth. Data-driven insights also improve portfolio management for asset managers, enhance customer segmentation for marketing strategies, and optimize digital payments and lending decisions. We assist clients in implementing AI-powered recommendations, analytics platforms, and automation tools that boost efficiency while ensuring compliance and security. By integrating AI into their strategy, financial services firms can gain a competitive edge, increase customer satisfaction, and achieve sustainable growth in an increasingly data-driven landscape.
How do financial services & fintech consulting firms optimize digital payments and transactions?
Optimizing digital payments and transactions requires a secure, and scalable approach that enhances user experience while meeting compliance standards. G & Co. partners with banks, payment networks, and fintech companies to modernize payment infrastructures, streamline transaction processing, and improve security protocols. Our expertise in digital wallets, embedded finance, and real-time payments allows financial institutions to adopt next-generation payment solutions that enhance customer convenience and reduce friction.
Many finance consulting firms support these initiatives by leveraging best-in-class tools and frameworks. AI-powered fraud detection and secure transaction technologies ensure regulatory compliance and mitigate risks, while blockchain integration and automation improve efficiency. Additionally, we refine omnichannel payment experiences across mobile apps, eCommerce platforms, and in-person transactions, ensuring financial brands remain competitive. By implementing data-driven optimization strategies and leveraging payment innovations, we help financial services firms deliver frictionless, future-ready payment solutions that enhance user trust and generate revenue growth.