Risk Management, Wealth Management & Retirement, Banking & Financial Sector solutions

Banking & Financial Sector

For the financial services industry, the accelerated pace of change demands a more flexible model to serve its customers. Creative Global Consulting partners with financial services and management organizations to help them convert disruption and regulation into growth opportunities. Through proactive risk management, innovative process improvement, and customer and employee experiences that differentiate, we help organizations of all sizes grow and innovate faster.

How We Help

Wealth Management & Retirement

At Creative Global Consulting, we empower firms and advisers to grow their businesses through technology, people, and processes.

Risk, Regulation & Compliance

We help financial services organizations embrace uncertainty by building internal capabilities around risk management, controls, and compliance to adapt faster and greater returns.

Payments and Fintech

We help our clients with developing and executing strategies that exceed their customers’ expectations.


In this rapidly growing digital marketplace, we help organizations get beyond parity to create higher returns and drives customer experience.


We help firms to build capabilities for better quoting, underwriting, policy issuance, maintenance, and claims processing.


Our Hiring Methodology

Our selection process is based on a structured and systematic approach, which is proactive, detailed, and target-oriented. This process begins with understanding the clients’ needs and goes all the way to follow-up with both clients and candidates post recruitment.

Understanding the Organization Requirements

To better facilitate the process, we will get in touch with the key stakeholders to understand the organization’s history, culture, and operating structure.

Develop the Role Specifications

The roles and responsibilities of the specific position will be prepared based on our discussion with the client. This essential piece of information will be shared with the candidates. It elaborates on the work requirements and priorities of the position as well as candidate specifications including competencies, experience, and background.

Identify Suitable Candidates

Once the role specifications are approved by the client, we will begin to search for candidates through:

  • Targeted search
  • Database Review
  • Internally Generated Candidates

Evaluation and Shortlist

Based on our discussions, we will create an initial list of shortlisted candidates. This will be done after a detailed evaluation of the candidates in terms of their skill sets, experience, and their interest in the mandate.


We will arrange interviews between the shortlisted candidates with your representatives. On receiving feedback, we will work with you to draw up the final candidate list.

Background Check

We will conduct a background check on the candidates you will hire before the offer is formally extended,


Creative Global Consulting remains in touch with the hired candidate(s) after he/ she has started on the assignment.

Need assistance please call @+1 (703) 414-9694