Innovating your banking technology and platforms where it matters most

Harness the power of AI, automation and data to drive better decisions and faster execution without vendor bias or bloated models. Our team brings deep industry knowledge and a hands-on approach to bridge the gap between strategy and systems, helping you modernize core functions, reduce operational drag and stay ahead of risk.

SOLUTIONS

Our Technology & AI Expertise

Legacy Data Transformation

We guide vendor evaluations such as Fiserv, FIS and Jack Henry. We advise on RFP, scoring and decision-making to ensure your choice supports growth, compliance and customer experience.

Business & Technical Requirements

Vendor-agnostic and outcome-focused, we turn goals into testable specs: value cases/KPIs, functional flows, integration patterns and non-functionals (security, performance, resiliency). Define acceptance criteria and change/comms hooks.

Predictive Analytics

Identify decisions that benefit from prediction and shape high-value use cases. Set data, governance, measurement and human-in-the-loop controls. Provide a buy/build/partner roadmap and MI to operationalize insights without defaulting to model build.

Core Implementation or Upgrades

Advise and quarterback platform selection or upgrades. De-risk with integration design, migration/runbooks, UAT leadership, vendor management and regulatory alignment. Cutover/hypercare for day-one performance and scale.

AI & MODEL RISK MANAGEMENT

AI Governance

A clear path for what lies ahead

As banks venture into largely uncharted waters with AI, it helps to have people on board who know what examiners will be looking for. Our former regulators and strategic technology alliances build you a custom AI governance program that anticipates the scrutiny, with answers already in place well before regulatory questions arise.

SOLUTIONS

Our Technology & AI Expertise

Convert fragmented legacy data into governed, analytics-ready assets. Map sources to targets, fix quality/lineage, align reference data and set access/retention— typically landing in a cloud hub to enable automation, reporting and regulatory use.

Vendor-agnostic and outcome-focused, we turn goals into testable specs: value cases/KPIs, functional flows, integration patterns and non-functionals (security, performance, resiliency). Define acceptance criteria and change/comms hooks.

Identify decisions that benefit from prediction and shape high-value use cases. Set data, governance, measurement and human-in-the-loop controls. Provide a buy/build/partner roadmap and MI to operationalize insights without defaulting to model build.

Advise and quarterback platform selection or upgrades. De-risk with integration design, migration/runbooks, UAT leadership, vendor management and regulatory alignment. Cutover/hypercare for day-one performance and scale.

As banks venture into largely uncharted waters with AI, it helps to have people on board who know what examiners will be looking for. Our former regulators and strategic technology alliances build you a custom AI governance program that anticipates the scrutiny, with answers already in place well before regulatory questions arise.

Build the Framework

What Sets Us Apart

Practical expertise, personalized partnership, and proven results that drive measurable business impact.

Greater Operational Efficiency

Lower costs and inefficiencies through system integration and automation.

Accelerated Innovation

Faster innovation cycles without increasing risk or regulatory exposure.

Stronger Customer Experience

Stronger customer relationships through AI-powered insights and personalization.

Stronger Decision-Making

Technology decisions driven by business goals, not vendor limitations.

FREE DIGITAL GUIDEs

A governance foundation that rises to meet your AI ambition

Our free Implementing AI in Banking & Financial Services digital guide gives banking leaders a practical starting point for identifying AI use cases and establishing effective governance to manage AI-related risk as adoption grows within their organizations.

AI Governance Policy Checklist

Effective regulatory risk management goes beyond compliance. As explored in our recent whitepaper, Regulatory Risk Management as a Strategic Discipline, integrating risk management into business strategy can strengthen governance and support growth. With AI increasingly embedded in banking operations, managing its risks is an important part of that approach.

Recent guidance offers insight into evolving AI supervisory practices. The Conference of State Bank Supervisors (CSBS) released its AI Supervisory Framework Core Examiner Guide, followed by guidance from the Connecticut Department of Banking and the Financial Stability Board’s Sound Practices for Responsible Adoption of AI. Most recently, the OCC issued its first AI guidance for bank examiners, emphasizing risk-based oversight within existing supervisory frameworks.

To help financial institutions prepare, we’ve developed a Get AI Governance Ready Checklist outlining six key areas to assess current practices and identify potential gaps.

Results in Action

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

Helping a Regional Bank Improve the Customer Experience in Account Opening ​

We worked with a large regional bank to understand and remove friction points in the account opening process, helping to improve the all-around customer journey and experience.

Custom Salesforce Deployment Unlocks Global Sales Alignment for Financing Firm

Global Post-Acquisition System Consolidation for a Leading Business Services Provider

Transforming Wealth Management with Salesforce FSC

Our Tech Innovation Experts

Our team enables financial institutions to harness emerging technologies such as AI, ML, automation and advanced analytics to modernize operations, mitigate risk and unlock new growth. With deep industry knowledge and cross-functional delivery expertise, we build tailored solutions that are secure, scalable and regulator-ready.

Managing Partner, Banking & Financial Services

Partner, Technology Enablement

Senior Vice President, Banking & Financial Services

Principal, Banking & Financial Services

Senior Vice President, Banking & Financial Services

Principal

Vice President, Business Development

Tech Innovation & AI Insights

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