We are an award-winning client engagement consultancy specialising in the financial services sector.

Armed with over 200 years’ combined experience in the financial services industry, our team has successfully completed projects for the world’s leading banks, industry infrastructure, regional banks and FinTech firms.

Our firm grasp on technical financial products means we spend less time getting up to speed and more time on getting things done.

Our end-to-end approach ensures that we deliver actionable ideas that deliver results.

Our Services

Insights and Intelligence

Whether it is to propel new propositions, or to create ground-breaking thought leadership content, our team of research experts help our clients to develop the right approach to gaining the insight and analysis they need.

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Strategy and Planning

Our strategic marketing planning methodology is underpinned by current research, analysis, and our years of experience of working across the industry.


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Content and Communications

Our content solutions combine sector expertise with creative execution to deliver smart, relevant and memorable content that sparks ideas, starts conversations and leads to action.


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News and views

Taking the temperature on treasurers’ covid-19 response

Ideas and Action conducted rapid research among 100 treasurers and CFOs between 8th – 14th April to gain a snapshot of treasurers’ and CFOs’ priorities during the COVID-19 crisis and how they anticipate these priorities evolving over the coming 12 months.

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Striking the Right Note: Building Resonant Propositions for Transaction Banking

We surveyed and interviewed over 300 CFOs, treasurers, and finance directors to find out what is truly important in selecting a transaction...

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How corporates select transaction banks today and in the future

Explore the top-line results of our industry research Striking the right note: building resonant propositions for transaction banking, and download …

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Video: Finance professionals consider service provider credentials early

Finance professionals review banks’ credentials early in the decision-making process. Pia Gonzalez-Nazareno, CEO and Managing Partner, explains what this means...

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