Financial Services

Project Manager As-A-Service:
We provide hands-on project, program, and portfolio management services of all sizes and complexities. We have certified Project Managers (PMP, SCRUM, PRINCE2) on our team who have delivered $10m+ projects and programs, but we are also comfortable delivering Agile projects with small budgets and short deadlines.

Data-Driven PMO:
We have experience establishing and managing large-scale Program Management Offices (PMOs) and Project Portfolio Management Offices (PPMOs). We accomplish this by designing, implementing, and managing standardized data definitions, business processes, and technology integrations.

Customer Journey Mapping:
We help organizations achieve customer-centric design by defining all customer interactions, and designing the optimal business processes and workflows. We accomplish this by applying design thinking principles to empathize with users, define pain points, generate potential ideas, proptotype shortlisted ideas, test user feedback, and implement the best solution.

Robotic Process Automation (RPA):
Our RPA services provide organizations looking decrease costs and improve quality with a way to configure an RPA platform (the "robot") to emulate human-computer interactions to execute a business process. RPA is a relatively low-cost and quick-to-implement alternative for financial services organizations looking to improve repetitive, rules-based processes.

M&A Technical Services:
For our financial services customers looking to grow through acquisitions, we provide M&A technical services such as acquisition target evaluations, technical due diligence, and post-acquisition integration. We evaluate acquisition targets against industry best practices and benchmarks, before developing a recommendations report for our customer.

Operational Readiness Support:
As our clients prepare to launch a new solution or release, we provide operational readiness support to ensure a smooth and successful transition. This typically includes change management, user training, communications support before the launch, and solution monitoring and proactive support after the launch.

CTO As-A-Service:
We provide outsourced CTO services for financial services customers who want to focus on their core business, and not have to worry about maintaining their own IT staff and systems. We provide the four tenants of successful CTO leadership -- team, tools, technology, and timing -- at a fraction of the cost that would be required to manage internally.

API & Data Integration:
We help our financial services customers integrate internal systems and external services by publishing and/or consuming data from application programming interfaces (APIs). While APIs are often the best option for extracting data out of source systems, we use data integration tools and techniques when we need to integrate systems which do not have APIs available.

Customer Relationship Management (CRM):
We design and configure CRM platforms to manage customer interactions and administrative workflows related to sales and service processes. This includes optimizing sales processes for converting leads to opportunities and orders, and service processes for resolving customer support tickets.

Customer Engagement Portals:
We build beautiful customer engagement portals which provide customers with a unified customer experience so that they can update their account, purchase products, and create support tickets if necessary. To the customer it is a simple user experience, and we accomplish this by integrting the portal with the CRM platform and other internal systems and external services.

Financial Management Data Warehouse:
We leverage our data integration skills and our knowledge of underlying data structures for industry-leading tools to extract data out of those source systems, transform the data, and load it into a data warehouse. We apply Kimball or Inmon data warehouse principles so that customer and financial data can be stored in reporting-friendly formats.

Financial Management Dashboards:
Our financial management dashboards provide Portfolio Analysts and Executive Stakeholders with an enterprise-wide view of which customer and product segments are performing well, and which have areas for improvement. These include time series dashboards which provide the ability to roll-up and dril-down on customers, products, and other data elements.