Banking, Finance, Investment Funds, Insurance

Interim Management in the Banking, Finance, Investment Funds, Insurance Sectors

MANAGERIM provides you with interim managers who are experts in the banking, finance, investment funds, insurance sectors to help you meet your transformation challenges

The expansion of the financial sector has led to the development of complex channels of intermediation and interrelations between banks, insurers and investment funds.

The convergence of banking and insurance continues: banks are selling car, home and complementary health insurance products in order to generate additional recurring revenues and optimize their margins.

For all players, new challenges are emerging:

  • Innovation and repositioning in a value-based customer relationship by offloading many administrative tasks and automating many time-consuming and low value-added processes
  • Successful development of purely digital models: digital is at the heart of growth. One in two customers is ready to switch to a 100% digital banking relationship
  • The appropriation of the Cloud and its contributions to strengthen security systems and enhance the value of data by exploiting it in real time and making better use of Artificial Intelligence
  • The ability to take advantage of the Fintech and Insurtech ecosystem
  • The implementation of a CSR strategy: asset portfolio management and financing must take CSR criteria into account
  • The ability to attract and retain talent

Finance and investment funds are experiencing a slowdown in their growth with rising interest rates, continued inflation in the United States and Europe, economic uncertainties related to the ongoing war in Ukraine, raw material shortages and supply difficulties...

In all these sectors, our interim managers help companies to accelerate their transformation and face many challenges:

  • Expand / develop their client portfolio
  • Innovate and offer new services to their clients
  • Strengthen and personalize the customer relationship
  • Stand out through the integration of new technologies
  • Transform their organization to be more agile and flexible
  • Accelerate the digital transformation of their tools, methods and processes
  • Drive continuous performance improvement or process redesign to further optimize cost structure
  • Increase the utilization rate of their resources
  • Boost HR management policy, training and talent management, and retention
  • Strengthen financial performance management
  • Develop through external growth

MANAGERIM, your interim management firm, expert in the banking, finance, investment funds, insurance sector

Our interim managers are experienced women and men, leaders and executives, with successful prior experience in leading transformation projects in the in the banking, finance, investment funds, insurance sectors.

They have developed in-depth knowledge of the processes and challenges:

  • in different sub-sectors: commercial or retail banks, investment banks, central banks, insurance, mutual insurance companies, welfare institutions, pension funds, brokers, comparators, investment funds, private equity, Fintech, Insurtech, etc.
  • in Front and Back office

They accompany our clients -companies of all sizes, in a very operational way, for a temporary period (4 to 16 months) in:

  • emergency managerial situations:
    • temporary replacement of a manager (CEO, business unit or department director, HRD or HRM/HRBP, CFO or Finance Manager, marketing, sales, customer services, communication, digital, CIO, PMO, quality, purchasing, legal, regulatory…)
    • temporary reinforcement of a team (in a phase of overload of activities)
    • crisis management
  • piloting a transformation project
  • steering performance improvement projects in the areas of finance, controlling, HR, IS (ERP implementation, etc.)
  • managing complex projects (launch of a new offer, Employment Protection Plan, crisis management, etc.)
  • reorganization, restructuring, turnaround, merger or acquisition (M&A) programs
  • specialized and specific expertise in:
    • Customer Relations
    • Social relations management
    • CSR
    • Communication
    • Payroll and HRIS
    • Legal aspects
    • Digitalization
    • PMO

Examples of functions held by our interim managers

Here are a few examples of the rapid and targeted provision of interim managers:

  • Interim Head of Back Office & Treasury (banking sector): interim management of the team in charge of the refinancing activity, implementation of a new management tool, definition of the target organization and risk mapping, change management using a Lean Six Sigma methodological approach
  • Interim Corporate and Institutional Credit Risk Director (banking sector): support for the adaptation and evolution of standards and tools in order to control the increase in credit risks (revision of commitment policies, risk management rules and delegate schemes)
  • Interim Sales & Marketing Director (insurance sector): management of the sales team dedicated to key account prospecting, training and reinforcement of the teams' sales capacities, redesign of the marketing offers and communication plan, business development, activity management with KPI monitoring
  • Interim Middle Office Manager (banking sector): management of the team, review and optimization of processes and reorganization of activities with a focus on regulatory obligations
  • Interim Customer Relationship Center Manager (banking sector): management of internal and external platforms, professionalization of the service (performance management tools), increase of results and efficiency, promotion of multi-channel
  • Interim Transversal Project Manager (insurance sector): operational HR management, monitoring of partner contracts, implementation of software production processes, support for project managers (risk management, arbitration / decisions, resource requests)

  • Are you looking for an interim manager with a strong knowledge of the banking, finance, investment funds and insurance sectors to temporarily replace a manager or to lead a transformation project?
  • Call on our interim management firm MANAGERIM to rapidly mobilize the best interim manager profile


Our team is at your disposal and will rapidly mobilize the most adapted interim manager to your situation and your challenges.