Our Role in the Financial Services Industry

The changing economic landscape is more than ever demanding of financial services organisations to become more agile and adapt a quicker pace.

In this rapidly changing climate, financial services organisations need to become more agile and adapt at a quicker pace. The digital era also brings various challenges and opportunities for these organisations - constantly requiring them to evaluate, innovate or change direction.With our experience in financial services, we help financial services organisations stay on course, navigate change, manage risk, innovate and quickly adapt.

EXPLORE OUR EXPERTISE

Transaction Services

We work with financial services institutions to facilitate their safety and growth by offering expert financial advice relating to mergers and acquisitions and other business transactions.

Corporate Finance

Dealing with funding and capital structure matters for financial institutions, with focus on financing restructuring, working capital management, value-based management, IPO's and capital markets.

Recovery Management

Assisting financial services institutions manage financial setbacks and put recovery strategies in place. Helping them with getting a grip on the crisis situation and subsequently ensuring a turnaround plan is in place.

Risk Management

We enable financial services institutions to identify, assess, and control threats to their organisation's capital and earnings. We provide risk analysis mechanisms to identify potential risks and assist in mapping out a plan to mitigate the identified risks.

Accounting Advisory

Account standards have over the years evolved and have as a result become complex to implement. Gestaldt's accounting advisory focuses on supporting financial institutions with optimising their accounting and financial challenges.

Tax Advisory

Tax matters in financial services are often complex and needs in-depth understanding and implementation. We help financial institutions with tax law, including corporate tax strategy, transfer pricing and tax aligned processes.

Real Estate Advisory

Supporting financial services institutions to manage their property and real estate. This we do through real estate valuations, transaction support on property deals and optimising real estate asset portfolios.

Forensics and Litigation

We provide financial services institutions with forensic accounting, litigation and dispute advisory services, as well as fraud and financial investigation services.

Case studies

Process automation and streamlining

Gestaldt partnered with one of the South African banks to streamline and improve their call centre operations through fast tracking (training) of call centre agents and integration of the call centre processes and systems to ensure that call-in clients get all the answers to all their queries in a single instance.

Mergers and
Acquisitions

Management Development Consulting for all senior executives in South Africa, Ghana and Kenya. This included strategy and business planning, as well as training and coaching of their executives. We also did mergers and acquisitions of small scale banks in Ghana and Kenya.

Learning and Development Automation

Restructuring of the Learning and Development unit. This included transforming and digitising learning training the trainers, design of management development programmes, of training material and aligning to the Skills Development requirements and other related governance.

* We take our clients' confidentiality seriously. In performing consulting services under contractual agreements in various industries with different clients, our consultants are constantly exposed to and are required to use certain confidential information. We will not use, directly or indirectly, such confidential information for the benefit of any person, entity, or organisation other than the company, or disclose such confidential information without the discloser’s written consent.