WE'RE MAKING
Financial services
MORE HUMAN

15 years OF EXPERTISE

Human-Centered Pathways to Financial Growth

At Rêve Consulting, we’re driven by the belief that investing in financial wellness should be deeply human and personal. For fifteen years, we’ve partnered with transformational leaders like you to innovate, grow, and humanize financial experiences for your customers. Whatever the opportunity, we’re a new breed of partner here to make innovation simpler so you can unlock your potential.

trusted by these industry leaders

this is what 100 nps level work looks like

Turning Obstacles into Opportunities

Here are some recent examples of co-created solutions and their positive impact on our clients’ organizations. Our collaborative approach takes the hassle out of innovation, allowing our clients and their teams to focus on what matters most—running their business. 

Ideating & Testing a Digital Experience for New Acquisition

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Differentiating Value in the B2B Consideration Journey

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Personalizing an Annual Campaign Strategy

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Building a Prospect Experience Based on Trust

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Empowering Employees on a Global Scale to Innovate

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Co-Designing a Platform for Financial Confidence

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WHAT'S GOT US THINKING

Trends We're Excited About in 2024

One thing about Rêvers is that we always keep a pulse on trends impacting our clients. We believe that designing where empathy meets expertise, or what we call Head and Heart℠, can transform organizations in more ways than one. Here are some trends we believe will inspire human-centered transformation:

money dysmorphia

A new take on the depression-era scarcity mentality, over 40% Gen Z and Millennials say they suffer from a flawed perception of their finances which can lead to poor financial decisions in the absence of personalized advice.

LOUD BUDGETING

The term went viral on TikTok at the beginning of 2024 and has empowered young adults to embrace a new, transparent attitude towards their finances and the conversations they seek to have around their money-saving goals.

beyond the ai hype

Mentions of AI-related terms hit a record high among the 10 largest US banks during the Q1’24 earnings call. The coming year will see the hype give way to serious conversations around sustainable AI operations, creating solutions that stick.

OTHER Trends we're investigating

Financial Wellness | Digital Transformation | Personalization | Modern Wealth | The Female Economy | Customer Experience | Open Banking | And More

Explore Trends With Rêve

Email our CEO, Kristin Pardue, at Kristin@reveconsulting.com to schedule a 30-minute session aimed at exploring and discussing the business trends and compelling consumer behaviors we’re watching in your industry.

full-suite of capabilities, one sweet team

Our Capabilities Unlock What You're Capable Of

When you work with Rêve you work with one team the entire time. No transitions. No overlap. No headaches. Just a team of experts co-creating, coaching, and inspiring your belief in what’s possible. Get a glimpse below. 

Research

Our agile research process minimizes your risk while maximizing your ROI. Your strategies and design will be based on real-time insights.

Strategy

We design strategies ready for implementation. You’ll walk away confident in the direction and how to implement it.

Design

We use a holistic approach that considers people, processes, and technology. You’ll be able to show what we are designing and its desirability, feasibility, and viability.

Digital

Our solutions are designed for an integrated customer experience. Your customers will feel a seamless transition across platforms.

Capability Design

We work with leaders of your organization to build capabilities to sustain new solutions. Your team will feel empowered to lead your transformation.

what we deliver

Some of Our Noteworthy Work

Sometimes it’s hard to picture what exactly you’re getting when working with a service design firm. So we’ve collected some recent client work to remove the mystery. Here are some deliverables we’re proud of.

Research Report

Campaign Visualization Example

Retirement Campaign

Client Onboarding Experience

Research Report

Persona Journey Visuals

Sales Dashboard

401K Tracker Application

Career_Coaching

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Let's Explore the Trends Impacting Financial Services

Send an email to our CEO, Kristin Pardue, at kristin@reveconsulting.com to schedule your trend exploration and unlock new possibilities.