As part of our Client Perceptions Programme, firms in this report are ranked on multiple metrics, including service quality, perception of added value, and the extent to which they are front of mind for clients. We include data covering different aspects of firms’ buyer funnels, including clients’ familiarity with firms, the extent to which they would consider working with a firm, and how strongly they would advocate for firms.

In this report we found that clients in financial services are more positive about the value-add of consulting firms this year. In fact, the value score is now the highest it’s ever been among clients in the sector. But firms mustn’t rest on their laurels, and we explain why.

Sophie Gunn, Senior Consultant at Source, provides a running commentary throughout the report, outlining what really matters for firms in financial services in 2025, and how they can act now to meet clients’ needs. Firms mentioned in this report include:

• Accenture
• Bain & Company
• Boston Consulting Group
• Capgemini
• Deloitte
• EY
• IBM Consulting
• Infosys
• Kearney
• KPMG
• McKinsey & Company
• Oliver Wyman
• PwC (including Strategy&)
• Roland Berger