Financial Services Consulting

Optimize costs, technology, and cybersecurity solutions to drive growth and boost competitiveness

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Faced with significant regulatory, competitive, and digital disruptions, financial institutions must adapt to rising customer expectations in increasingly efficient ways.  

AArete partners with leading multinational and regional financial institutions and fintech providers to drive down their operational efficiency ratio through cost transformation strategies. And, we harness the power of modern technology to help our clients sustain gains, proactively mitigate cyber risk, and drive innovation. 

Our Services

From solving data architecture challenges to cloud migration strategies, improving operational performance or implementing an identity and access management system, we help our clients build a strong foundation so they can stay focused on the future of the industry. 

Strategic Cost Reduction

We help financial institutions capitalize on business growth opportunities by identifying, customizing, and implementing strategic cost reduction initiatives. Our financial consulting approach prioritizes sustainable, non-labor cost optimization opportunities that deliver savings while maintaining or enhancing operations and service levels. 

Featured services include: 

  • Strategic Sourcing & Procurement
  • Procurement Transformation 
  • Supplier Diversity & Sustainability


To confront uncertainty and mitigate risk from fraud, we help our clients select, implement, and manage best-in-class cloud, access management, and cybersecurity solutions to build their resilience and position their organization to withstand constant threats. 

Featured services include: 

  • Identity & Access Management
  • Cloud Security (AWS/Azure)
  • Endpoint (Mobile Security)
  • API Security & Tokenization

Digital & Technology

We bring extensive experience modernizing legacy systems, harnessing, and customizing contemporary fintech solutions to support our clients on their digital transformation journey.
Leveraging advanced analytical capabilities and an agile approach, we automate and streamline operations to create frictionless customer experiences and help our clients quickly respond to changing regulations. 

Featured services include: 

  • Enterprise Data Management
  • Application Modernization
  • Cloud Data Engineering
  • Digital Experience (UX/CX)
  • Process Optimization
  • Advanced Analytics

M&A Strategy
and Support 

Through every stage of the deal lifecycle, we advise our clients on how to realize financial and operational synergies.
We combine a deep understanding of the sector’s risk, regulatory, and supplier landscape with data-driven insights to navigate inherent M&A complexities so that our clients can focus on keeping the deal moving forward. 

Featured services include: 

  • Pre-Acquisition Due Diligence
  • Data & Technology Integration
  • Process & Resource Optimization
  • Supplier Contract Evaluation/Synergies
  • Integration Program Management & Reporting

Featured Services & Solutions

LegalSPRINT enables in-house legal teams to make informed decisions on outside counsel budgeting and staffing decisions 

rithmiqAI logo

rithmiqAI integrates siloed data to visualize, optimize, and automate workflows, improving efficiencies and service quality

Our Work

Explore stories of our client impact and featured insights.

Request a Consultation

AArete has been helping financial institutions reduce their costs, bolster security, and operate more efficiently for years. We would love to discuss what we can do to help your organization. Fill out the this form and our team will be in touch to create a customized solution to fit your needs.

Our Financial Services Experts

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Chris McGee
Managing Director
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John Carey
Managing Director
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Tyler Higgins
Managing Director