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Ivana Zupa is a core member of Boston Consulting Group's Financial Institutions practice. She advises clients in the financial institutions industry—from asset managers to universal banks—on a broad range of strategic topics: ESG / sustainability strategy, compliance and remediation strategies, transformations, and more.

Ivana began her career at BCG in Zurich in 2011. She also spent more than four years in BGC's New York office.

AREAS OF EXPERTISE

EDUCATION

  • MBA, Stanford University Graduate School of Business 
  • BBA, University of St. Gallen. 

Publications and Videos

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2024年BCG全球资产管理报告：AI与下一轮转型浪潮

全球资产管理行业管理资产规模在2023年实现了惊人反弹，然而尽管规模增长显著，资管机构的经营压力却在持续增大。面对压力，资管机构要想保持竞争力并提高盈利能力，需要加速推进最佳战略，AI和GenAI已成为关系成败的重要因素。资管机构应积极转型，建立应用AI技术所需的组织力量。
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Global Wealth Report 2024: The GenAI Era Unfolds

The time is right for a full-scale technology transformation to boost profit margins and enable a new era of efficiencies.
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AI and the Next Wave of Transformation

The key to future growth lies in using artificial intelligence to execute a highly effective three-part plan.
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Global Wealth Report 2023: Resetting the Course

BCG’s 23rd annual study of the global wealth management industry sizes the global market, analyzes booking-center trends, examines wealth manager performance, and offers eight initiatives to help players achieve consistent growth.
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What Keeps Women Out of the Labor Force in Switzerland? What We Can Do About It

Women in Switzerland represent an underutilized talent pool. Our new study on female priorities sheds light on how to attract and retain women in the Swiss labor force.