Banks or BDCs?
In 2009 I was a strong player in the banks since I thought they got crushed too much and once Paulson and Bernanke made it clear they weren't going to let at least the major players collapse there was tremendous upside. C and BAC were particularly on my radar, and I had made many an option suggestion on this site.
After all the dilutions I became soft on them and really since the Financial Regulation overhaul and the overly cautious attitudes I am basically cool. We are seeing it now, with exceptions, that revenues are just not growing.
As for BDCs they are starting to rebound. Many have reinstated dividends and will surely outpace the banks in growing them. BDCs can't just sit on their hands by nature of their business. They are the ones lending to those smaller and mid size cap companies, and if you believe that the US economy will continue to improve, surely they will continue to gain.
I've listed many in the past such as ARCC, BX, PSEC, HTGC, MCGC, all paying dividends again and at nice rates of return. There are also others that will eventually resume payment, and once they do you will see capital appreciation as well such as FIG, NCT (though that sucker took a big hit after peaking when I chose it in Chimp's contest ;p), ACAS.
So if you want financial exposure I say heck with the banks go BDCs.