L.E.K. Insights for October -24

L.E.K. Consulting’s 2024 Office of the CFO Survey

CFOs play a critical role in helping their organisations navigate an increasingly complex business environment. From shifting market conditions to rapid technological advancements, they must constantly adapt their strategies to drive financial success.

With input from over 80 CFOs across multiple industries, L.E.K.’s 2024 Office of the CFO Survey reveals how CFOs are adapting to today’s challenges – whether that means focusing more on strategic decision-making or embracing technology and operational efficiency.

Read the full Executive Insights.

Connect with: Gigi Wong, Devin Ko and Stanley Li

Driving Efficiency in Wealth Management

The wealth management sector is undergoing significant transformation. The latest insights from Hi Mum! Said Dad, an L.E.K. company, explore how digital innovation will impact operational efficiencies, adviser engagement and the overall client experience.

They share some tangible ways to resolve inefficiencies, like unified technology platforms and enhancing data management, so firms can get started on the path to improved service delivery.

Read the full insights here.

L.E.K.’s Bronswe Cheung and Ashish Khana have also considered this topic in a recent video.

Connect with: Bronswe Cheung and Craig Wills

Commercial MGAs: Evolving the Distribution Landscape

Commercial MGAs offer appealing investment opportunities with their innovative models and profit potential. They foster innovation in insurance and strengthen broker roles, leading to notable M&A activity. Despite challenges, MGAs are expected to maintain their influence in the industry with their forward-thinking strategies.

This article explores how MGAs are reshaping the insurance distribution landscape by leveraging technology, attracting underwriting talent and increasing capacity, leading to significant growth and investment opportunities.

Read the full article here.

Connect with: Ashish Khanna, Sam Halliday, James West?and Marcela Santacoloma

The New Challenge and Opportunities in Participation and Investment

In our latest video, L.E.K.’s Peter Ward and Richard McDougall of Cabot Square Capital LLP discussed emerging patterns and prospects across various niches within the specialist lending sector.

Discover their insights on the market's current condition, the influence of the macroeconomic climate on the lending industry, and strategies for investors to identify and evaluate new opportunities.

Watch the video.

Connect with: Peter Ward

Connect with our thought leaders

Ashish Khanna, Peter Ward, Eilert Hinrichs, Sam Halliday, Bronswe Cheung, Douglas King, Richard Mould, Aaron Byrne, Gigi Wong, Sam Shinner,?Clayton 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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