Financial Services IT Consultant
Proven IT Leaders with Track Records in the Financial Services & Fintech Industries
Financial Services IT Experts
The financial services sector plays a pivotal role in our economy, with a rich history of innovation driven by technology. At Innovation Vista, we specialize in IT consulting for financial services, bringing decades of experience from diverse areas within the industry.
Unlike many consulting firms that assume strategies from other industries can easily be applied to financial services, we understand the unique challenges and nuances of this sector. Too often, consultants without financial services expertise are assigned to critical IT projects, leading to generic solutions that miss the mark.
Our team of financial IT consulting experts knows when general best practices apply and when industry-specific strategies are crucial. We understand the significance of safeguarding customer data privacy and the ever-growing need for secure, mobile-friendly financial service solutions. Our deep experience in these areas ensures that our clients get customized, innovative solutions that drive success in the fast-evolving financial landscape.
Achievements for Financial Services clients from our Consulting team
Our Financial Services Scoreboard - Impact & Expertise
A.J. / Financial Data Company
Led Software Engineering team for 2 years
A.J. / Structured Data Product firm
Led the Analytics development team for 3 years
A.S. / Community Bank
Vice-Chairman and head of Technology
B.B. / Community Bank
As head of IT operations, led a tripling of the bank's branches over a 3 year period.
B.W. / Electronic Stock Exchange
Led the acquisition & integration of 10 tech companies and smaller electronic stock exchanges
B.W. / Hedge Fund Services firm
As CTO, led a Digital transformation of their business model and a global expansion
C.C. / Loan Origination Software firm
As CIO, led the development & enhancement of custom loan underwriting software supporting hundreds of banking clients
D.B. / Money Center Bank
Led the development of custom proprietary trading system which handles billions in transactions for the firm and its clients
D.B. / Money Center Bank
Led the Client Reporting BI function for a top 20 global bank
D.F. / Mortgage company
Led Cybersecurity strategy & execution for a midsize mortgage origination company
D.N. / Consumer Finance Startup
Served as Virtual CIO/IT strategy advisor and Angel investor for a tech-forward fintech startup
F.J. / Fintech startup
Led startup tech strategy, platform architecture, team leadership, and AI/software development
F.V. / Fintech startup
As Virtual CIO, led the IT strategy & development of a personal finance digital advice platform
F.V. / Institutional Investment Management
As Interim CIO, led a turnaround of the IT organization & platform of a major institutional investment management firm
G.C. / Fintech startup
Advisory board member of a tool to evaluate traders' performance in a real-time, full-market simulation
G.C. / Lending tools software firm
G.M. / Major Credit Bureau
Led the Enterprise Information Architecture function, which is central to the firm's credit scoring algorithms
J.H. / Regional Bank
As Interim CIO, led the IT organization through acquisition by a larger competitor
J.H. / Regional Bank
Advised the C-suite and IT leadership on e-commerce strategy
J.K. / Banking Software company
Led the New Technology efforts for the leading provider of banking software in the U.S., achieving $2M in recurring savings
J.K. / European Fintech SaaS startup
J.K. / Financial Services Software firm
As Interim CIO, led completion of strategic mobile app development before transitioning IT to full-time leadership
J.K. / Mortgage Services company
As CIO, led a digital transformation of their business model which drove 40% in costs reduction
J.K. / Retirement Plan management firm
As CIO, led major upgrade and consolidation of software systems support multi-millions of customers, over $100B in AUM
J.R. / Investment Management firm
J.R. / Mortgage division of Money Center Bank
M.P. / Investment Management firm
Led design & development of a custom system providing strategic competitive advantage to the firm
M.R. / Payment Processing Software firm
Over a decade leading the software development & tech services delivery functions for a major payment processor
M.T. / Equipment Finance company
As Virtual CTO, led the design & development of a blockchain-based custom lending platform to syndicate financing of industrial equipment
R.B. / Nationwide Credit Unions
Spent 7 years as the top cybersecurity executive at two different credit unions with U.S. nationwide footprints
R.C. / Leasing & Tenant Tracking Software firm
Head of software architecture for one of the fastest-growing tenant/lease-tracking systems in the world
R.M. / Billing & Payment Processor
As CTO over two decades' tenure, led the development of the company's flagship e-commerce payments & billing products
R.U. / Lease Financing Company
Served as Virtual CIO leading IT for 6 years until the company grew to need a full-time CIO
S.P. / Capital Investment subsidiary of a Global Conglomerate
Led their global Digitization process for enabling functions
T.K. / Crypto Currency Wallet Platform
Served as Head of Engineering for a major Crypto Currency Asset Management platform
T.K. / Online Brokerage
Served as Manager or Software Engineering, leading development of their custom e-brokerage platform
T.K. / Midsize Mortgage company
As CIO and CAO for over a decade, led the digital transformation of the company's underwriting and servicing systems to become a strategic advantage
IT Strategy for Your Financial Services Niche
Financial Services Sectors Covered
- CFPB, FINRA, SEC, FFIEC audit compliance
- Banking
- Investment banking
- Investment management
- Consumer lending
- Commercial lending
- Mortgage lending
- Mortgage servicing
- Mortgage insurance
- Financial exchanges
- Commodity & currency exchanges
- Commercial & personal insurance
- Financial services specialty software
Finance Services Leaders First - Then Fintech consultants
Our Unique Approach to Financial Services IT Consulting
Like a lot of consulting practices, we help clients stabilize their IT platforms, secure their networks, and optimize their architecture, service levels and tech budget.
Unlike a lot of consulting firms, we build trust first and align our strategy to your overall strategy before taking these steps. The “right” approach to technology very much depends on your positioning, objectives, and culture. Is low-cost a competitive advantage or can tech capabilities pay off with a huge ROI in automation and efficiency?
Also unlike a lot of consulting firms, we help clients Innovate Beyond Efficiency by identifying ways to monetize tech and data to create new revenue streams and/or accelerate your existing business model’s top line.
This will look different in financial services tech consulting than in other verticals, and different in each of the finance sub-sectors listed above, but we often find ways to either increase sales frequency, shorten the sales cycle, or create a capability which wins market-share from competitors who can’t match it. Let’s work together to reveal what innovative, strategic IT guidance can do for your organization.