Financial Services

Examples of projects and how we assist financial services clients

• Data and Analytics

  • Dashboards for financial reporting

  • Data governance, architecture & visualization

  • Implementing digital lab solutions to streamline data capture and reduce manual errors.

• Digital Transformation and Data Strategy

  • Implemented new credit systems, CRMs, and core platforms

  • Migrated from legacy tech to cloud-based systems

  • Re-platformed risk systems and workflows for primary and operating exposures

• Growth Strategy

  • Post-Merger & Acquisitions - Developed integration plans for an acquisition leading to cost reductions and E2E unification across payments and credit platforms

• Operational Transformation and Resiliency

  • Lead scaled agile adoption

  • Install agilists and scrum leads for coaching tech teams to increasing their velocity

  • Operational efficiency reviews

• Regulatory Compliance

  • FRB Regulation Compliance - AML/KYC, SOX, Patriot Act implementation

  • Consent order remediation

  • Internal controls, gap analysis, remediation, and audit readiness

  • Strategic data lineage for FRB financial reporting

  • Internal audit assessments

• Risk Management

  • Operational risk frameworks transformation

  • Credit & market risk model implementation

  • Retooled credit officer decisioning tools for intraday breaches and overdrafts

  • Create risk insights and indicators for counterparty limit management and hedge fund oversight