We work for large groups but also for smaller companies. This vast network of clients provides us with a detailed vision of the trends, the strategic and operational issues. We use our industry knowledge for the benefit of our clients.

Wealth Management

The private banking model is under pressure. Increasing regulation and costs, shrinking margins and difficulty in differentiating a company’s services, in particular due to access to affordable technical platforms, have led to a wave of disruption in the industry.

We help affected companies to refine their strategy in their search for greater efficiency, and to digitalise the entire value chain.

Retail Banking

In a retail banking business undergoing industrialisation, the need to preserve flexibility in the banking relationship while maximising economic performance has emerged as a significant and costly challenge. Digital integration holds the key to combining a more efficient customer relationship with the necessary productivity gains.

Noveo Conseil applies its experience of retail banking (front, middle and back office) and its expertise to support innovation in an approach structured around the value chain.

Asset Servicing

In view of the major changes in the depositary industry, asset servicing firms must ensure continuous innovation in their services in order to enhance the customer experience. Fierce competition is developing in the asset servicing environment as stricter regulatory requirements are introduced and customer transparency becomes a necessity.

Corporate and Investment Banking

The challenges in corporate and investment banking include shrinking margins, changing client needs, regulatory constraints, technological changes and digitalisation. Noveo Conseil puts its experience to good use in the operational roll-out of a strategic vision, and ensures compliance with the commitments made to the stakeholders that support this transformation.

Asset Management

Faced with professional challenges, such as management of running costs, increased inflows and revenue, development of international distribution, integration of digital solutions and the search for the critical size or specialisation, Noveo Conseil applies its experience and strategic analysis methodology in a refined approach to ongoing transformation.


The insurance sector is facing challenges critical to its future. A return to healthier operating margins is imperative, as price levelling, rising internal operating expenses and regulatory compliance costs take a heavy toll on company finances. In addition, the sector has experienced delays in automating and digitalising key elements of its distribution processes and interaction with its customers. Noveo Conseil has the expertise to help the sector address these challenges, develop a clear plan of action and help insurers to restructure and optimise their operational capabilities.

Other activities and services

As experts in project management in the financial services sector, we want to extend our collaboration to other sectors in order to share our experience and apply it to your strategic and operational projects.


‘In a rapidly changing environment due to digital transformation, regulatory impact and changing modes of consumption, financial institutions must be able to make fast decisions and implement them before their competitors in order to maintain their competitive advantage’

Our services

Strategic consulting

We provide structure for your vision and create transformation.

Management of complex projects

We drive the transformation and ensure the results.


We understand and implement the rules.

Operational excellence

We define efficiency and initiate change.

Digital data transformation

We integrate technology and make sense of your data.