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Offerings – industries > FINANCIAL SERVICES

Financial Services

Creating deeper, more meaningful customer and client relationships

Customer strategy, vision and value proposition​

Discovering new sources of growth​

Entering new markets and segments​

Customer experience and engagement models​

Advisory and sales force strategy​

Cultural integration​

How We Help

ReD works with leading retail and private banks, insurance and retirement providers, and fintech companies, to help better serve and connect with their customers and to rethink how their offerings and interactions can create better financial outcomes.

Key Sectors​

Retail and private banking​

Wealth management​

Insurance​

Retirement and pensions​

Fintech

“The project helped us clarify our aspiration to surpass our customers’ expectations and not only deliver what is expected from all insurance companies.”​

– Hans Arnum,
Head of Commercial DK,
Direktør Erhverv, Tryg​

CONNECT

Want to learn more about our work ​in Financial Services?

Get in touch ​​

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PODCAST

Why the finance sector is out of sync with people’s experience of money, and what to do about it.

Apple podcast | Spotify

PERSPECTIVES

Featured
Building a growth strategy on deep customer understanding –with Hans Arnum
Finance
Building a growth strategy on deep customer understanding –with Hans Arnum
Finance

Martin Gronemann sits down with Hans Arnum, Head of Commercial Lines Denmark at Tryg to discuss reflections on their company growth strategy.

Finance
Phenomena S2 E8: Money
Theory, Social Impact, Finance
Phenomena S2 E8: Money
Theory, Social Impact, Finance

Is understanding young people the key to building better relationships between financial institutions and consumers?

Theory, Social Impact, Finance
ReD Community Talks: Cengiz Cemaloglu
Methods, Finance
ReD Community Talks: Cengiz Cemaloglu
Methods, Finance

A ReD alum discusses how applied anthropology prepared him for business school.

Methods, Finance
Inside the ICE House Podcast: Millie Arora
Finance, Methods
Inside the ICE House Podcast: Millie Arora
Finance, Methods

Check out ReD Associates Partner Millie Arora podcast interview with NYSE's Inside the ICE House.

Finance, Methods
The Ethical Dilemma
Finance, Technology
The Ethical Dilemma
Finance, Technology

Most people end up making suboptimal investment decisions. But is automation the answer from an ethical point of view?

Finance, Technology
How to Avoid a Financial Panic over Retirement
Finance, Generations
How to Avoid a Financial Panic over Retirement
Finance, Generations

The biggest impact of Covid-19 on people’s financial wellbeing is not that money has become more digital. It’s their longer-term financial uncertainty.

Finance, Generations

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We advise leaders on Growth Strategy & Organisational Change

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