Financial Services

Helping investment banks and financial services firms overcome operational challenges, improve efficiencies and win deals

Gaining an edge through technology-led support services

Increasing regulation, competition, virtual working and volumes of sensitive information complicate client facing activities and leave little margin for error. Williams Lea provides critical support for the deal life cycle and operations.

Enhancing operational efficiency

More than 50 financial institutions around the world rely on Williams Lea for critical operational support throughout the deal life cycle.

We deliver enterprise-wide solutions for pitchbook creation, creative and graphic design and Business Information Services, giving deal teams a competitive advantage and confidence that their data and information is secure and compliant.

Additionally, our virtual administrative support teams help connect critical activities of executives and dealmakers.

Relevant Services

How we help

  • Make pitches more creative and digital

    Crafting powerful rich-media presentations that deliver a winning pitch

  • Access global support capabilities

    Providing 24/7, follow-the-sun support that delivers consistent, uninterrupted results

  • Improve speed to market

    Executing optimized production and turnaround that gets you to market faster

Ready to transform your operations?

Contact us


Dec 17, 2021

Global Insights

As Omicron halts the return to the office, law firm leaders seek new opportunities for change

The Sandpiper Partners Working Differently London, 2022 virtual roundtable, couldn’t have come at a more interesting time. As concerns over…

Dec 03, 2021

Global Insights

There is no normal: rapid change requires resilience

Phil Muller, director of legal services at Williams Lea, explains why law firms need to make better use of data,…

Nov 12, 2021

Global Insights

The pros and cons of virtual pitching: Client engagement vs. the bottom line

The shift to virtual meetings during the pandemic forced a change in the dynamics of dealmaking among bankers and their…

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