The financial and business services sector is undergoing profound transformation. Rising expectations, digital disruption and regulatory complexity demand new ways of operating. Singulier helps firms navigate change with clarity and deliver transformation that drives results.
Digital transformation for financial services brings about a convergence of challenges in their sector. Legacy systems limit agility. Evolving regulatory requirements demand continuous adaptation. Cost pressures require a rethink of operational efficiency. At the same time, AI and automation are reshaping the landscape, while customers expect seamless, digital-first experiences. Balancing these priorities requires more than just adopting new technologies, it demands a strategic, execution-focused approach that aligns digital transformation with business objectives. Without the right framework, firms risk inefficiencies and competitive disadvantage.
Key Digital Transformation Challenges Facing Financial & Business Services
Evolving Customer Expectations in a Digital-First World
Clients expect seamless, personalised, and intuitive digital interactions. Competing with tech-driven disruptors requires firms to rethink customer engagement, leveraging AI, automation, and data to enhance service delivery and personalisation. To stay competitive, firms must refine their differentiation.
Modernising Legacy Systems While Embedding AI
Many firms still operate on outdated infrastructure that limits agility and innovation. Upgrading core systems is essential but must be done in a way that minimises disruption and supports scalability. AI and automation are key to bridging this gap, enabling smarter decision-making, streamlined operations, and long-term efficiency.
Balancing Cost Optimisation with Operational Resilience
Rising operational costs and growing process complexity demand a more strategic approach to efficiency. Firms need to embed AI, predictive analytics, and process automation to reduce costs while strengthening resilience and adaptability in an evolving market.
Navigating the Shift to Outcome-Based Models
Financial and business service firms are under growing pressure to deliver tangible outcomes, not just hours or advice. Clients expect measurable value through faster decisions, smarter investments, and leaner operations. This demands new ways of working: combining multidisciplinary teams with data and automation to deliver results at pace. Shifting to outcome-based models means rethinking service delivery, pricing, and how success is defined.
Our Expertise
Singulier delivers data and digital transformation for financial and business services firms to help them scale efficiently and drive growth. We optimise digital platforms and channels to accelerate revenue, deploy AI and automation to streamline operations, and build advanced data and analytics platforms to sharpen decision-making. Our expertise in automation and customer engagement enhances agility and unlocks new revenue opportunities.
“Singulier felt like an extension of our own team. They not only brought invaluable expertise but also ensured a seamless handover with detailed, well-structured documentation. “
Their hands-on approach and actionable strategies made a real difference. Whether it was adapting our campaign structure to suit the unique needs of our clinics or designing landing pages that better communicated with our customers, they worked collaboratively to align with our business goalsIt was truly a pleasure working with them—they understood our objectives and delivered beyond expectations.”
Amy Miller
CMO
Care Fertility
““I cannot speak highly enough of the value Singulier brought to our partnership with Perrigo. Their digital expertise, brand support, and campaign tracking were instrumental in driving our success, and ability to align with our goals and objectives made the partnership truly valuable.”
Anja Walz
Senior Brand Manager
Perrigo
“Singulier was not only strategic but also highly operational in its recommendations. A key factor in the success of our partnership was that we felt Singulier truly shared our goals, going the extra mile to ensure our success.”
Begoña González-Alemán
CMO
Sector Alarm
“Singulier helped transform the marketing department in our company. Their team had great energy too and they truly cared about what is right for us. If I could go back in time and pick again our partner consultancy for this project I would once more pick Singulier.”
Nicolas Naranjo
Principal (2017-2023) at the time of the project
KKR
“What is unique about Singulier is we had access to one-stop-shop on all digital matters: they have been a true strategic partner starting with Due Diligence and very early on in the investment, supporting us to identify and prioritize key strategic initiatives.”
Rémi Said
Executive Vice President, Portfolio Team (2014-2022) at the time of the project
Bain Capital
“I’m very happy to have worked with Singulier. It is a strong and reliable partner, particularly for mid-market companies undergoing digital transformation in a setting where a strategic perspective is crucial.”
Stefano Drago
Founding Partner
PAI Partners
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