Financial Services

Our financial service solutions bring competitive and operational advantages to help your business achieve its target operating model while also navigating through various risks and regulations. Our experts help your business optimize and scale your operations across every stage of the life cycle and and ensure that you meet all compliance and regulatory requirements along the way.

Industry & Topical Expertise

Banking &
Capital Markets

Disruption from retail, BigTech, and others have created opportunities and challenges for banking and capital markets. Consequently, banks must embrace this disruptive technology and strategically build a better ecosystem in order to remain competitive.

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Asset
Management

In order to allow your infrastructure to scale, our experts help you with operational processes and identifying the strategic advantage points for the technological enhancements to be applied.

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FinTech

We help FinTech companies achieve goals related to improving accounting and finance operations, managing risk and regulatory issues, software selection and implementation, assessing IPO readiness, and managing the IPO process.

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Case Studies

ENHANCED DATA QUALITY FOR CCAR REPORTING
Global Investment Bank
Learn about how we helped our client resolve data quality issues and produce their
CCAR reports with a much lower level of manual intervention
GETTING A HANDLE ON REG D COMPLIANCE
Global Investment Bank
Learn how we helped our client comply with Regulation D as they were facing regulatory fines with regards to classification of accounts as either transaction or non-transaction
FUND PERFORMANCE AND DATA ANALYTICS ASSESSMENT
Asset Management Firm
Learn how we helped our client significantly enhance their ability to report on fund/property level
performance for both current and potential investors
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Featured Insights & News

Meet Our Leadership Team

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Financial Services Leadership 1
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BRUCE KLEIN

Financial Services
Lead

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KEITH ST. GERMAIN

Business Transformation
(DC)

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JILL AGUDELO

Risk & Compliance
(DC)

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ALAN FAGAN

Business Transformation
(NY)

Financial Services Leadership 1 - copy
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SEAN SINCLAIR

Business Transformation
(DC)

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NICK GIUNTA

Business Transformation
(DC)

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RONAN CURRAN

Private Equity

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