Industry SPECIALIZATION

Banking & Financial Services

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. 

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:

Data Solutions

Turn your data into a strategic asset with governance, quality, and analytics-ready architecture for banking & financial services needs.

Enterprise Risk

Elevate board oversight and risk transparency with program buildout, training and cross-functional governance support.

Financial Crimes

Stay ahead of AML, fraud and risk with flexible staffing and advisory solutions backed by industry expertise.

Governance, Risk & Controls

We help BFS institutions strengthen control frameworks, improve assurance coordination and meet regulatory expectations.

M&A Integration Services

Drive post-deal value with playbooks, roadmap design, system consolidation and functional finance integration.

Product Development & UAT

Launch and scale digital products with confidence through requirements design, agile builds and structured UAT.

Program & Project Management

Deliver critical initiatives on time and on target with disciplined execution from experienced banking & financial services program leaders.

Regulatory Compliance

Navigate evolving expectations with scalable compliance programs, readiness assessments and exam-driven responses.

Software Selection & Integration

Reduce risk and improve ROI with vendor-agnostic support across banking system selection, RFPs and integration.

Tech Innovation & AI/ML

Accelerate digital transformation with tailored AI, automation and modern data platforms for banking operations.

Strategic Advisory

We define the problem, design the solution and deliver the outcome.

Proven leaders who bring structure, speed and accountability to your most critical initiatives from strategy through execution.

Community and mid-size banks under $10B face the same strategic pressures as the majors — regulatory change, margin compression, digital disruption — but rarely have the internal bandwidth or budget for Big 4 consulting retainers.

SolomonEdwards Advisory Subscriptions give you a named team of banking experts on retainer, at a predictable cost. You get real strategic support — benchmarking, market analysis, fractional C-Suite counsel, board training — not a junior analyst and a PowerPoint. No surprise invoices, no SOW negotiations, no per-project markups. Just the expertise you need, when you need it, from people who have actually sat in your chair.

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, Financial Crimes Advisory

Partner, Financial Crimes Advisory

Principal, Banking & Financial Services

Senior Vice President, Banking & Financial Services

Principal, Banking & Financial Services

Senior Vice President, Banking & Financial Services

Senior Vice President, Banking & Financial Services

Vice President, Business Development

Results in Action

We’ve been there, solved that. See how we’ve helped our clients improve their business operations and achieve sustainable outcomes.  

Rapid Compliance Support for a Significant Banking Acquisition

Building a Data-Driven Banking Culture with Automated ETL and Power BI Dashboards

Building a Stronger Compliance Training Framework for Insider Risk Management

Banking & Financial Services Insights

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Start a conversation with a Banking & Financial Services expert today.






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