Specialisation in technology consultancy: a strategic axis for the competitiveness of the financial sector
The financial sector, and in particular banking, insurance, fund management and broking, is undergoing a structural transformation driven by digital disruption, ongoing regulatory change and the sophistication of customer expectations. In this context, specialised technology consultancy is no longer an additional resource but a critical enabler of competitiveness and resilience.
Izertis is positioned as a strategic partner with advanced technical capabilities and a deep understanding of financial operations. Compared to large generalist consulting firms, our approach is built on a differential base: knowledge from within the sector, with teams made up of professionals who have been an active part of financial institutions, insurance companies and asset managers. This direct experience enables us to deliver aligned, realistic and actionable solutions that connect with financial business logic.
The new financial paradigm: hyper-personalised digitisation and regulatory pressure
Digital transformation in the financial sector has evolved from a promise of efficiency to a competitive imperative. According to McKinsey, by 2030, 80% of new wealth management clients will demand hyper-personalised data-driven advice, with high levels of automation, predictive analytics and near real-time responses.
Only through genuine specialisation is it possible to support clients in their challenges with industry-tailored solutions
But the digital push is not limited to the customer experience. Regulatory pressure - with initiatives such as DORA, MiCA or ESG frameworks - and increased cyber risk are forcing organisations to rethink their technology strategies from systems architecture to data governance models.
In this scenario, generalist consultancy faces structural limitations. Only through genuine specialisation is it possible to support clients in their challenges with industry-tailored solutions that combine technical expertise with regulatory understanding, strategic vision and operational capability.
At Izertis we firmly believe that specialising is not segmenting; it is understanding in depth. Our consultancy model is based on five differentiating axes:
1.Functional expertise from within the sector: our teams are made up of former managers and experts from financial institutions, allowing us to anticipate needs, understand real constraints and build practical solutions.
2.Integrated 360° vision: technology, business, product and regulation cannot be treated as silos. Our approach unifies these four pillars, facilitating organisational transformation from a holistic perspective.
3.Focus on strategic value niches: areas such as cybersecurity, intelligent automation (RPA and AI), compliance and data management are addressed with specialised units and proven capabilities.
4. Collaborative and adaptive model: we do not impose standard methodologies. We work from the inside, co-creating with the client, integrating with their teams, processes and culture.
5.Commitment to continuous learning: we operate in a changing environment. We therefore invest systematically in the training of our consultants, ensuring that they are always at the forefront of technology and regulations.
Technology investment in growth: a critical opportunity
The data show a growing commitment to technology in the financial sector. In Spain, the top ten banks doubled their technological investment in recent years, from 2,313 to 5,125 million euros. Projections for 2028 estimate that the figure will exceed 7 billion.
This investment is not only in response to a desire for modernisation. It is a necessity to comply with regulations, compete on customer experience, automate operations and protect assets from cyber threats. Every euro invested must yield tangible results, which requires consultants with direct experience of the internal dynamics of the industry.
At this point, Izertis makes an essential difference: we understand the expected return of each technological initiative, because we know the margins, the processes and the financial business KPIs. We add value from design to execution, minimising risk and accelerating time-to-value.
Internationalisation and expansion of services
The growth of the technology consulting market is global. It is estimated to reach $371.04 billion in 2025, with an annual growth rate of 4.81% to reach $469.28 billion in 2030. This context also encourages greater internationalisation of financial institutions, which operate in interconnected markets with diverse regulatory frameworks.
Izertis has designed its expansion strategy to accompany this globalisation. Our international presence and knowledge of local regulatory environments allows us to offer comprehensive support to clients operating in multiple jurisdictions, without losing the specialisation that characterises us.
Why Izertis?
Some examples are the automation of critical processes in insurance, the digital transformation in retail banking with the development of omnichannel platforms with personalisation based on data analysis and machine learning, improving the conversion rate of digital financial products by 28%, or Adaptive cybersecurity to anticipate threats and reduce incident response times.
The financial sector does not need more technology; it needs technology with purpose, with context and with direction. Specialisation in technology consulting has become a strategic asset not only to respond to the present, but also to anticipate the future. In an environment where speed, regulation and customisation make the difference, having a partner like Izertis is key.
We are committed to supporting our clients with technical excellence, sector knowledge and a shared vision of the future. Because we understand your challenges, speak your language and share your goals.
In contrast to large traditional consulting firms, often focused on the standardisation of services and with inflexible structures, Izertis offers a value proposition based on proximity to the client, adaptability and, above all, a genuine understanding of the financial business.
•We don't talk about innovation in the abstract; we implement it with knowledge of the field.
•We do not propose generic transformations; we build relevant solutions to the sector's challenges.
•We do not manage from a distance; we integrate as true partners.
Our experience as professionals in the sector allows us to approach projects not only from a technological perspective, but also from a business logic, cost, regulatory and financial corporate culture perspective.
We are committed to supporting our clients with technical excellence, sector knowledge and a shared vision of the future. Because we understand your challenges, speak your language and share your goals.