Banking & Financial Services

Delivering experience you can bank on

The financial services industry faces disruption on many fronts. Among the forces weighing heavy on the sector are the potential for more regulation, high interest rates, the emergence of non-traditional competitors, and the need to modernize technology platforms. 

Our experienced team, made up of former bankers and regulatory experts, knows these challenges. We’ve long been a trusted partner for large financial institutions, credit unions, multinational companies and federal agencies who seek our guidance with complex operational and compliance initiatives across banking areas.

We apply our hands-on experience to help you fundamentally improve, strengthen and solve long-standing operational problems through technology enablement. As the industry evolves, we guide you in anticipating and preparing for what’s ahead so you can find opportunities amid change. 

Banking & Financial Services industry


We work with traditional and not-for-profit financial institutions that specialize in consumer lending, commercial banking, fintech, mortgage origination and servicing, retail banking and wealth management. Our services include:

Accounting & Finance Operations Support

Business Operations Support

Business Transformation

Data Solutions

Governance, Risk & Compliance

Technology Enablement

Transaction & Regulatory Advisory Services

Our Banking & Financial Services Experts​

Our industry experts are former bankers and other financial services specialists who understand the sector’s unique business and compliance challenges. Whether you need expertise to solve complex operational problems, an objective assessment to evaluate risk, or hands-on support to meet compliance requirements, we can work with you in a way that minimizes disruption and ramp-up time and imparts lasting knowledge. 

Managing Partner, Banking & Financial Services

Partner, Banking & Financial Services

Principal, Banking & Financial Services

Principal, Technology Enablement

Principal, Banking & Financial Services​

Principal, Banking & Financial Services

Real-World Results

See how we’ve helped clients improve their business operations and achieve sustainable outcomes.  

Payment & Deposit Optimization

Commercial Lending Business Transformation

Loan System Implementation

Banking & Financial Services Insights

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