Insights for June-24

Insights for June-24

Aaron Byrne Joins L.E.K. Consulting as Head of Americas Financial Services Practice

We are delighted to welcome Aaron Byrne as Managing Director and Partner to build the firm’s Americas Financial Services practice. Aaron is based in the San Francisco office.

Aaron’s appointment comes as L.E.K. invests globally in the expansion of its Financial Services offering. He joins us from a leading consultancy, where he was the Global Financial Services Sector Leader. Aaron has a strong track record advising traditional financial services and fintech leaders on strategy, transactions and value creation across the Americas, EMEA, UK, APAC and Oceania and is a graduate of the University of Illinois Urbana-Champaign and Texas A&M University.

“We are thrilled to welcome Aaron to the firm. He is a trusted advisor to financial services CEOs and executive teams and will help guide L.E.K.’s financial services clients through their most important decisions.” said Manny Picciola, L.E.K. Managing Director and Head of the Americas region. His addition to the firm will accelerate the development of our Financial Services practice in the Americas and globally.”


This month, we have a newsletter full of insights:

1. Elevating the Customer Relationship in Financial Services

2. Who is Winning the War for Investment Manager Talent?

3. Understanding the Payments Industry: What is Money?


1. Elevating the Customer Relationship in Financial Services

Elevating customer trust, loyalty, and experience is vital for financial institutions and fintechs. Reflecting on recent experiences, it's evident that creating affinity is a core principle for some, while others must improve their approach. In this article, we delve into the key factors of success and strategies to implement a customer-centric approach.

Continue reading: Elevating the customer relationship in financial services

Authors: Aaron Byrne Chuck Reynolds Richard R. Nick Barker


2. Who is Winning the War for Investment Manager Talent?

With recent news that investment manager attrition is still high at Investec after its merger with Rathbones Group Plc, we have pulled together a quick analysis of the talent flow within this space. The result? The winners and losers are not quite who you might think.

Continue Reading: Who is winning the war for investment manager talent?

Authors: Bronswe Cheung


3. Understanding the Payments Industry: What is money?

As described by the model we introduced in our recent article, Understanding the Payments Industry and Investment Opportunities, at their heart payments is a simple movement of money from one party to another. Here, we explore an often overlooked but important question for understanding payments: what is money?

Continue reading: Understanding the payments industry: What is money?

Authors: Douglas King Richard Mould


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Connect to our thought leaders

Ashish Khanna, Peter Ward, Eilert Hinrichs, Sam Halliday, Bronswe Cheung, Douglas King, Richard Mould

Aaron Byrne, Gigi Wong, Sam ShinnerClayton Souza, Felipe Ahouagi


The L.E.K. financial services team helps clients develop fact-based, practical, winning strategies for our dynamic sectors. Our work for investors, shareholders and leaders brings insight and a rare breadth of experience and perspective to drive strategic decision making.

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