Banks, asset managers, wealth advisors, and fintech. You face unique regulatory pressures, complex product economics, and margin compression. We understand your world.
The landscape
Financial services firms operate under intense regulatory scrutiny while trying to grow margins, manage risk, and transform digitally. Your finance function needs to be both a control function and a strategic partner - often with limited resources and legacy technology.
Your challenges
FCA, PRA, FRC - the alphabet soup of regulators all want data, in different formats, on different schedules. Your team spends more time on compliance than analysis.
Which products actually make money when you account for capital, servicing costs, and customer lifetime value? The true economics are buried in spreadsheet complexity.
Core banking, CRM, risk systems, trading platforms. Getting a unified view of the customer, product, or portfolio requires heroic data wrangling every month.
Regulatory capital requirements, stress testing, ICAAP - the models are complex, the stakes are high, and your planning tool wasn't built for this.
Interest rate sensitivity, AUM-based fees, transaction volumes, credit losses - your revenue drivers are numerous and interconnected. Simple forecasting doesn't work.
What does it cost to serve each client segment? How productive are your advisers? The data exists but connecting revenue to cost per relationship is painful.
How we help
Automated FCA and PRA submissions. Data lineage, validation, audit trail. Compliance that doesn't consume your team.
Learn more →True cost-to-serve analysis. Capital-adjusted returns. Segment and channel profitability that drives real decisions.
Learn more →Driver-based models for fee income, net interest margin, and transaction revenue. Scenario planning that captures complexity.
Learn more →Connect core banking to CRM to risk systems. Unified customer and product views. Data foundation for everything else.
Learn more →Adviser productivity metrics. Relationship manager economics. Headcount planning that connects to revenue drivers.
Learn more →Governance packs, investor updates, PE reporting. Automated production with consistent narratives.
Learn more →Our experience
We've supported finance teams at retail banks, wealth managers, asset managers, trading firms, fintech lenders, and payment providers. Our team includes former finance professionals from financial services and former Big 4 consultants with sector specialisation.
"We finally understand which client segments actually make money. The data was there; Bolt helped us connect it properly."
- CFO
We understand your industry. Tell us about your challenges and we'll show you how we can help.