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.R. / European Wealth Advisor
As Interim CTO, transitioned company to new ownership, developed new IT strategic roadmap, integrated infrastructure and initiated an AI program which created competitive advantage and grew market-share.
A.S. / Community Bank
Vice-Chairman and head of Technology
B.A. / Business Payroll Division of Large Bank
As CIO/CISO, led technology strategy to enable a 20-fold increase in revenue for the division.
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
C.V. / Proprietary Trading firm
Led an upgrade a expansion of the firm's IT platform, creating a scalable performant enterprise.
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.C. / Canadian Credit Union
As CIO, developed and executed a digital transformation & upgrade program for the CU.
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
D.T. / Regional Bank
As contract Head of Enterprise Architecture, developed strategic digital roadmaps for both Commercial and Consumer lines of business.
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.B. / Large Payments processor
As Head of IT security & compliance, led network engineering, cybersecurity, and governance compliance, reducing spend by $18M over 2.5 years.
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
Led Software Engineering on a suite of products to support consumer finance lenders through the full lending cycle
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
Provided initial IT strategy & architecture guidance for startup until transitioning to full-time leadership
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.O. / Large Investment Advisory firm
As CIO, transitioned to cloud, agile/devops best practices and leveraged offshore resources in India & Latin America, driving 30% reduction in IT costs.
J.R. / Investment Management firm
As CTO, led a major process & IT platform upgrade to position technology as a strategic advantage for the firm
J.R. / Mortgage division of Money Center Bank
As CTO, transformed IT into a profit center via the upsale of analytics data & reporting to portfolio investors
K.C. / Major Credit Bureau
As CIO of their Canadian division, led tech upgrades which drove a doubling of market-share and a $1.5B acquisition.
M.B. / Fintech bill-pay startup company
Led a major infrastructure, cybersecurity, and cloud upgrade to enable 15x scaling for a SaaS startup in the fintech bill-pay space.
M.D. / European Financial Services firm
As CTO, led the upgrade of corporate infrastructure and fully revamped information security protections, achieving major improvements while holding overall spend relatively flat.
M.D. / U.K. Financial Services firm
Advised on fintech strategy to create unique capability for competitive advantage.
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.M. / Billing & Payment Processor
As CTO over two decades' tenure, led the development of the company's flagship e-commerce payments & billing products
R.R. / Asset Management firm
As CTO, powered expansion of firm into seven business lines including ABS, CRE, mortgages, structured Lending, PE, and a REIT.
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 of 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
Z.K. / Major Financial Ratings agency
Led infrastructure/cybersecurity upgrade which both raised stability and saved $2M/year for the organization.
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.
