Financial Services IT Consultant

Proven IT Leaders with Track Records in the Financial Services Industry

Financial Services IT Experts

Financial Services is a critical component of our society and economy, and one which has a long history of innovation and disruption from technology.  Our consultants have experience leading IT for many organizations in many sectors across the industry, as listed below.

Many consulting firms believe that what works well in another industry will work just as well in financial services, and try to assign consultants to IT projects with no previous experience in the space.

Our experts know where “general best practices” work well vs. where there are real nuances about banking and consumer finance which must be taken into account by technology leaders, such as the critical importance of privacy of customer data, and the growing importance of mobile technology for delivery financial services.

IT Strategy for Your Financial Services Niche

Financial Services Sectors Covered

Finance Leaders First - Then Tech Leaders

Our Unique Approach to Financial Services Technology

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 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 a Vista of Innovation can look like for your organization.

Thought Leadership

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