The global financial industry becomes more complex by the day. Explore our unique perspectives and learn how we drive results. We share an array of recent thought leadership articles on today's hot topics, challenges and opportunities facing the Financial Services industry.      


Governance Framework & Prioritisation Model Tier 1 Investment Bank

A global investment bank required a solution for managing technology change demand for their strategic Know Your Customer (KYC)/ Know Your Business (KYB) system.


Capability and Innovation Fund disburses further £40 million

3 Things to Know Before Finding and Hiring a Consulting Firm

Consulting quality and the value you get out of it is in the eye of the beholder.

Funding for Fintechs – Injecting innovation in Financial Services

Funding for Fintechs

FCA Mortgages Market Study: Brokers are failing to get customers the cheapest deal

FCA Mortgages Market Study: Brokers are failing to get customers the cheapest deal

The Capability and Innovation Fund – Rise of the Challenger and digital banks

The independent Banking Competition Remedies body awarded the first tranche of cash.

Consumer Trust is the new data oil

The world’s most valuable resource is no longer oil, but data.

UK mortgage market on the move

The cost of consumer loyalty – Are consumers in the cash saving market being penalised?

Following a “super complaint” by Citizens Advice, the CMA found firms penalise existing customers by charging them significantly higher prices than those paid by new customers.

How banks charge for overdrafts is set to change following FCA action

Daniel Meere, managing director of international management consulting firm Axis Corporate, provides his reaction to the FCA´s report on overdraft charges:

Financial services through the looking glass

The financial services industry is undergoing a revolution as businesses adapt their models to an ever-evolving landscape.

Specialist Banking -Could more banks look to use gamification?

Specialist Banking spoke to industry experts which included Chris Allen, Digital Director @Axis Corporate to see whether they felt there would be a rise in the use of gamification in the banking sector in the future.

Fintech funding – not just for unicorns

The Capability and Innovation Fund can help to upend traditional banks.

The Future of Banking is Open – Time for SMEs to have their moment in the sun

Open Banking and the RBS alternative remedies package is set to spur competition and development in the financial services industry, presenting new opportunities to SMEs and fintech firms.

The four things we learned from Sibos 2018

APIs are powering faster payments and facilitating open banking.

5 misconceptions about the Capability and Innovation fund – and why fintech’s should care.

The Capability and Innovation Fund offers a unique window of opportunity. Fintechs should seize it

Q & A -Adoption of digital wallets and mobile payments

Ted Bissell talks about Digital adoption in US and examines ASIA as the path to the future.

Banks have a market opportunity in targeting the unbanked

Financial education and better customer control can reverse the debt cycle

GDPR-Everything you need to know about the new general data protection regulations

All companies which handle personal data of EU citizens must comply with the GDPR. This will include both companies with presence in an EU country as well as companies with no presence in the EU, but process personal data of EU citizens.

Marketplace banking may be the panacea that bank customers (and challengers) have been waiting for

An alternative banking model.

Case Studies

Lendsend: Building an ecosystem that bridges the blockchain and traditional financial worlds

A bank’s international expansion plan

Axis Corporate supported a client with their international growth plans, through the establishment of commercial operations abroad. Axis Corporate were tasked with ensuring its growth plans were delivered and within a compliant manner.

Managing an enterprise wide strategic change programme for one of the ‘big four’ Irish banks

Transforming a leading Irish & UK Bank

A leading Irish & UK bank needed to transform its’ Retail and Business Banking businesses by improving their cost:income ratio, optimising the branch network and centralising  operational functions and processes .

Transformation Portfolio Optimisation

A Global Bank was managing a large portfolio of disparate programs and projects.

MiFID II business requirements for a Global Investment Bank

MiFID II aims to improve financial market’s efficiency by enhancing the current MiFID I. Investment firms face major challenges across the organisation. Axis Corporate was requested to lead the Product Reference Data MiFID II compliance work stream.

Regulatory Portfolio Optimisation for a Global Bank

Regulatory change was managed through a variety of disparate projects without any business co-ordination nor overall cost control oversight

MiFID I client data remediation and governance

The Financial Conduct Authority (FCA) issued a £4.7m fine to the client for failing to properly report 30 million transactions under MiFID I Directive. Axis was requested to lead the remediation and control work stream to close the audit point.

Governance Framework & Prioritisation Model Tier 1 Investment Bank

A global investment bank required a solution for managing technology change demand for their strategic Know Your Customer (KYC)/ Know Your Business (KYB) system.

Recovery Management Model

The case covers a debt recovery company, which provides services to leading financial entities in Spain.

Trans-national governance model

The ambit was a world-class insurance broking firm with presence in over 100 countries. The company decided there was a strategic need to unify its European operations within a Management Technology Platform.

Corporate News

Axis Corporate attains Hellios Financial Services Qualification System (FSQS) accreditation

FSQS banks and major financial institutions compliance assurance information regarding potential partners to support their procurement process.

Axis Corporate joins UnaVista’s Partner Programme

Axis Corporate confirms its appointment to UnaVista´s recently-created Partner Programme for consulting firms. UnaVista, part of London Stock Exchange Group (LSEG).

Axis Corporate hires Chris Allen as new Digital Director

Financial services players will need to harness better business models to overcome shortcomings of the past and current challenges.

Axis Corporate joins SIFMA membership

Key Insights from Evolution and Revolution of the Financial Sector event with José Antonio Álvarez, CEO, Banco Santander

José Antonio Álvarez outlines key insights from the financial crisis

Axis Corporate partners with Fintech prototyping company Aicura Solutions

To accelerate change in creating and delivering a new banking marketplace.

How Technology Will Change Us in the Future

Global connectivity on an unimaginable scale is coming and most of humankind will be net beneficiaries of it.

Robo-Advisory – the Future of Financial Advisory Services

Axis Corporate, in collaboration with Efma, has carried out a study with the aim of offering a vision of digitising financial advisory services using Robo-Advisory and its growth potential.

The challenge for the financial sector: The digital transformation of BBVA

Axis Corporate hosted an executive breakfast with the participation of Carlos Torres Vila, BBVA, CEO who shared his experience on the digital transformation of BBVA.

Raconteur Going Global 2017 – Navigating a path for growth in uncertain times

Axis Corporate featured in Raconteur -The Going Global special report


Edward Armit joins Axis Corporate in London as Senior Consultant

Open Banking Expo

While regulation can be credited with driving the speed of development of Open Banking in the UK, concerns lurk that more rules will follow.

How online platforms are developing the mortgage and homebuying journey


City Moves for 5 July – Who’s switching jobs?

Global management consulting firm Axis Corporate has appointed of Edward Armit as a senior consultant within its London office.

The New Wave


Open banking ushers in a new world of personal finance

Daniel Meere, Axis Corporate talks to This is money about how open banking is changing personal finance.

Guidelines for a healthy client consulting firm relationship

Trio of senior consultants join Axis Corporate

FT Adviser – Disruption in the mortgage market

Daniel Meere talks to on the disruption in the mortgage market and how brokers can do more for customers through innovation.

The SFTR clock is ticking – implications and solutions for those carrying out securities financing transactions

13 consulting firms join UnaVista’s Partner Programme for consultants

UnaVista, a provider of regulatory technology platforms, has admitted thirteen consulting firms into its newly launched Partner Programme.


P2P lending trusts look to overcome negative headlines

Pablo Cavia talks to Cherry Reynard at Investor Chronicle about P2P lending.

What’s missing from the specialist banking market?

Specialist Banking published a feature looking at whether there was room for more banks in the sector. Chris Allen. Digital Director, provided his insights along with other industry experts. Following the f

Integrity-based GRC: conception and implementation

Chartered Banker Magazine Special Report – The Future of Data where next?

In discussion with Daniel Meere, Sarah Lowther investigates the challenges and opportunities presented by this new data-driven era.

SIMFA – Balancing Financial Services Innovation in a Customer-Centric World

Ted Bissell, Global Digital Director, Thought Leadership article published in SIMFA, the voice of the U.S. securities industry.

Media Appearance -Axis Corporate partnership with Aicura Solutions to accelerate change, Economia De Hoy

Axis Corporate partnership with Aicura Solutions to accelerate change in creating and delivering a new banking marketplace featured in Economia De Hoy.

Post Event

Axis Financial Services Summer Hootenanny

A get together with Financial Services professionals from across the industry to connect share thoughts and perspectives on the challenges and opportunities facing financial services.

Financial Services Summer Hootenanny

Breakfast Briefing – Change the future of SME Banking – RBS Capability and Innovation Fund Alternative Remedies Package (ARP)

Event – Introducing ESADE masters students to our daily collaboration work with London fintech firms

Axis Corporate organises a private event on September 28th for the students currently participating in the Executive Master Finance of ESADE Business School.

A Private Dinner with Clients and Peers at the Royal Exchange

A broad range of bank clients and peers in the Financial Service industry will be joining us for dinner and drinks at the Royal Exchange in the heart of the city.

Evolution and Revolution of the Financial Sector – Lessons from the Crisis

Webinar – Reaping Value from Analytics in Financial Services Business Areas

Our webinar will look at the current state of analytics at mainstream US banks deployment models that generate the greatest potential benefit for each business function

Upcoming Webinar – The Future of Merchant Payments in Integrated Digital Age

The live webinar will provide insights on how trends are impacting SMB banking, and ideas of what steps are needed to remain relevant to clients in payment services.

The Rise Of RegTech And What It Means For The Future of Financial Services

RegTech - Overcoming the regulatory challenges in financial services.

EFMA Distribution Summit 2017

Jose Luis Álvarez, Strategic Finance Director, Axis Corporate presented insights and key findings on Robo-advisory: The future of banking financial advisory services report at Efma Distribution Summit -Leveraging distribution assets and technology in

Axis Corporate Networking Event

Our Client Networking event took place on the 29 March @Walter and Monty opposite The Gherkin  in London’s primary financial district, the City of London.    

The Future is Collaboration

Axis Corporate recently hosted an event that offered a great opportunity to meet and share the latest developments in FinTech and Banking. 

Axis Corporate Client Networking Evening

Our Client Networking event took place on the 24th of February in The Vault, in the City. The Axis Corporate team was on hand to share their perspectives on the market, to help make new connections and form new thinking.

Webinar – The Collaborative Power of Fintech & Banking

Digital disruption is now surging ahead and bringing in new business models, new technology, new players in the market and a renewed focus on consumer experience.

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