Strategy Services

As strategic partners to the financial services industry, we leverage decades of deep subject matter expertise to deliver bespoke solutions that holistically and efficiently address complex business challenges, ensuring clients achieve operational excellence and sustainable growth.

Our Strategic Value

OCG advises the financial services industry as strategic partners in achieving success. Our strategic focus areas provide clients practical advice informed by experience and deep-subject knowledge.

Our leaders have decades of experience facing the complexities of business environments, offering strategic support to respond to change and optimise operational outcomes.

With a strong track record in delivery, our approach guarantees value for our clients by meeting their unique business requirements. Our bespoke solutions reflect the diversity of problems faced by the industry, supporting your strategic development holistically, efficiently and effectively.  


Our strategic specialities

  • Regulatory Change

    Confidently navigate evolving regulations with OCG's expert guidance, ensuring compliance and operational resilience.

    In the ever-evolving financial landscape, staying abreast of regulatory changes is crucial. At OCG, we provide strategic guidance to help clients anticipate and adapt to new regulations, ensuring compliance and operational resilience. Our experts monitor global regulatory trends, offering insights and solutions tailored to your business needs.

  • Risk & Compliance

    Strengthen your organisation's integrity by implementing robust risk management and compliance frameworks with OCG.

    Effective risk management and compliance are foundational to sustainable business operations. OCG assists clients in identifying, assessing, and mitigating risks, while developing robust compliance frameworks. Our comprehensive approach ensures that your organisation not only meets regulatory requirements but also thrives in a competitive market.

  • Mergers & Acquisitions

    Achieve seamless transactions and strategic growth through OCG's comprehensive M&A support.

    Navigating the complexities of mergers and acquisitions requires strategic insight and meticulous planning. OCG offers end-to-end support, from due diligence to integration, ensuring that each transaction aligns with your strategic objectives and maximises value. Our team’s expertise facilitates seamless transitions and sustainable growth.

  • Transformation

    Drive innovation and efficiency with OCG's tailored transformation strategies, aligning your business with future opportunities.

    In a rapidly changing business environment, transformation is key to maintaining a competitive edge. OCG partners with clients to drive organisational change, leveraging technology and innovation to enhance efficiency and performance. Our tailored strategies ensure that your transformation initiatives are effective and aligned with your long-term goals.

Find out how we can help…

Our strategy services

  • Marketing Strategy

    Align your marketing efforts with business goals using OCG's data-driven strategies and bespoke technology services.

    As part of OCG’s strategic offering, our marketing expertise, delivered through LEAD Consulting, allows us to support our clients align their marketing efforts with broader business objectives. Now part of OCG, LEAD specialises in marketing automation, CRM integration, data-driven insights, and AI-powered personalisation, ensuring clients engage customers effectively and drive sustainable growth.

    By deepening our support in technology and marketing as a key strategic channel, we empower clients to enhance brand positioning, optimise lead management, and create targeted, high-impact campaigns that deliver measurable results.

  • Data Maturity

    Transform your data into a strategic advantage with OCG's comprehensive Data Maturity Assessment.​

    As part of OCG’s strategic offering, our Data Maturity Assessment (DMA) helps clients harness data as a competitive asset. By evaluating governance, technology, and analytics capabilities, we provide a clear roadmap to optimise data-driven decision-making.

    With expertise in compliance, automation, and AI-driven insights, we empower firms to enhance operational efficiency, mitigate risks, and unlock new growth opportunities. Our tailored approach ensures clients stay ahead in an evolving market by transforming data into a strategic advantage.

Our Strategy Leads

  • Man with a red beard smiling in a suit and tie, with blurred city buildings in the background.

    James Dickson

    FOUNDER & MANAGING DIRECTOR

    With over two decades of experience in the industry, James has established OCG as a trusted partner to financial institutions, delivering tailored solutions in risk management, compliance, and operational excellence.

    jdickson@ocg.com.au

  • Man in a suit with a blue tie standing against a blurred background.

    Anthony Speight

    PRINCIPAL - HEAD OF CONSULTING

    Anthony Speight serves as the Principal and Head of Consulting at Oceanic Consulting Group (OCG), where he leads the firm's consulting practice, focusing on delivering high-value, client-centric advisory services and driving innovation.

    aspeight@ocg.com.au