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Our solutions help financial institutions to strengthen the customer experience, improve efficiency, manage regulatory requirements and protect the enterprise.

Our Approach to Financial Services

We’ve worked with financial institutions, insurance companies, mortgage processors and investment management firms. Our approach is to create a collaborative environment that enables the adoption of advanced technologies and solutions to enhance the customer experience, mitigate risk, and address the changing competitive landscape.

Regulatory Compliance

Mounting regulatory compliance requirements have increased the need for specialized expertise. We strengthen the effectiveness of your compliance, audit and risk programs through a combination of consulting and managed services.

BSA/AML & Fraud

We deploy regulatory experts, technology and automation to strengthen your compliance capabilities and streamline internal processes.

Security, Privacy, Risk

We help you to achieve the physical environment and process compliance necessary to secure your locations and protect customer information.

Vendor/Contract Management

We use our management consultants to vet potential suppliers to improve regulatory compliance and help you realize value for your money.

Strategy-Enabling IT Function

A cost-efficient IT function is a critical foundation needed before true innovation can begin. We operate and strengthen the efficiency of your IT function to enable growth.

We manage your applications, infrastructure and service desk to your standards while maximizing your return on investment.

Our team brings the vision and expertise necessary to assess your IT function and establish and implement an improvement roadmap that achieves your objectives.

Information Security

The growing number and complexity of cyber threats and increase to connected devices create more opportunities for data loss than ever before. We protect your systems, data and people through a suite of configurable security solutions.

We strengthen your overall cyber security program by closing gaps in your defense strategy.

We manage the risk associated with the unauthorized access or destruction of business data.

We enable defense measures for the most vulnerable components of an IT ecosystem.

We deploy a variety of proactive measures to combat complex cyber threats.

Optimized Operations

Data science focuses on strengthening information flow to make your business more efficient and effective. We enhance visibility into your business to strengthen the customer experience, increase operational efficiency and mitigate risk.

We convert your information into actionable intelligence that enable increased operation efficiency and risk mitigation.

Automation & Machine Learning

We deploy technology enabled processes that effectively leverage your data in order to reduce manual intervention and increase efficiency.


Your Dedicated Financial Services Team

Stephanie Moushon

Compliance and Risk Management Consultant

Steve Jacoy

Customer Engagement Leader