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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

Services

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:

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Data Management

Our data management solutions in analytics, governance and management help banks and financial institutions realize their potential through effective data practices over the entire data lifecycle—from creating a data governance strategy to implementing data management best practices and extracting actionable insights through data.

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Financial Crimes/AML

Our financial crime investigation and anti-money laundering (AML) services help institutions detect, prevent and respond to financial crime risks. We offer comprehensive solutions and bring deep expertise to guide clients in building resilient AML frameworks that protect their organizations and maintain regulatory trust.

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Governance & Controls

We establish rigorous frameworks that enhance accountability and improve risk management practices. Our expertise in building robust control environments enables financial institutions to proactively manage risks, ensuring alignment with industry standards and fostering a culture of compliance and transparency.

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Operational Efficiency & Support

In today’s competitive landscape, operational excellence is crucial. SolomonEdwards enhances efficiency by identifying inefficiencies and redesigning processes to ensure that each function operates at peak performance. We help you find better ways to work by streamlining workflows, eliminating redundancies, and reinforcing controls, creating a more agile and productive organization.

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Project Management

Effective project management drives successful change and product initiatives. We deliver project management solutions that maintain clear alignment with strategic goals, allowing organizations to innovate without disruption. Our approach to managing timelines, resources, and risks ensures that projects are executed seamlessly, empowering clients to deliver results that support long-term growth and adaptability.

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Risk & Regulatory Compliance

Our holistic approach to regulatory compliance provides a framework to manage risks, strengthen governance, ensure compliance, leverage technology and create a culture of compliance. We go beyond simply conducting audits to verify compliance to helping you weave compliance and risk management best practices throughout your operations.

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Strategic Advisory Services

We help you find better ways to work with actionable insights that guide strategic decisions. We support leaders in setting a vision, prioritizing initiatives, and developing operating models that drive measurable value. By focusing on the strategic impact of every decision, we empower our clients to achieve sustainable growth, improve performance, and maintain a competitive edge in a rapidly changing market.

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Technology Enablement

By weaving technology throughout your operations, you can accelerate business improvement and achieve sustainable outcomes. Whether you need support with digital innovation, intelligent automation or technology enablement, we can help you expand and enhance your capabilities to position you for growth.

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

Partner, Financial Crimes Advisory

Partner, Financial Crimes Advisory

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

Mergers and acquisitions hinge on a successful conversion weekend. A strong playbook with clear tasks, dependencies, and real-time updates minimizes risks and ensures smooth integration. Through tabletop walkthroughs, effective communication,
SolomonEdwards transformed a regional bank's loss mitigation process by remediating outsourced vendor errors, enhancing compliance, and addressing customer impacts. By training in-house teams, documenting procedures, and automating systems, we reduced
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