About Us

SMB Banking and Finance Consultancy was Established in 2017 and We work with leading institutions in the banking, insurance and asset management sectors in all major areas

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We Solve Your Financial Problem

Financial services players will need to harness better business models to overcome shortcomings of the past and current challenges. SMB Banking and Finance Consultancy draws on deep experience across industries to help financial services institutions in every region find innovative ways to optimize processes

reduce back office costs, align IT, manage risks, capture the economic benefits of building loyal customers, and plan for evolving competitive and regulatory landscapes.

Meet Our Team


Kaiara Spencer


Dave Simpson


Ben Thompson

Bank Teller

Our Approach

We work with our financial services clients as partners. Together we develop clear, practical action plans, and support or run the implementation of those plans to ensure real and sustainable performance improvement. We have worked with leading financial services companies in many strategic and operational areas

Our Services

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Customer Strategy & Marketing

You know your customers are the source of real growth. But what do they really care about? How do you reach them? What happens when you put them first? We combine in-depth insights with practical expertise in operations and economics to help you build a customer-focused—and growth-oriented—organization

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Corporate Strategy and Finance

A great corporate strategy combines five elements: a bold yet realistic ambition, a carefully considered portfolio of assets, smart financial choices, a keen understanding of your “parenting advantages,” and, ultimately, a transformation roadmap that specifies the actions and decisions that will get you where you want to go. We integrate these five elements, paying close attention to the role that finance plays.

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Operating Model & Organizational Design

We help you build an operating model that unlocks the full potential of your people so they can effectively execute your strategy and embody your purpose. Your operating model will be adaptable and innovative in the face of change, remain simple and efficient even as you grow, and support effective decision making. You’ll be able to leverage new data and technology where it matters most, in building the differentiating capabilities that power your growth.

Contact Us

19 Jebel Ali Freezone, 61002 Dubai - United Arab Emirates

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