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Our client’s include Banks, Broker/Dealers, Insurance companies, and their preferred suppliers. Experience as consultant and trusted advisor has enabled us to effectively optimize the development and execution capability of our client’s own products and services. Extensive knowledge of both industry best practice and enabling technology provides you our minimum standard of exceeding client expectations.
Canadian Bank - Commercial Lending
Program governance for 150+ million dollar implementation of a new lending platform for Commercial/Small Business Banking.
U.S. Securities Dealer - Equity Trading
Business plan including market research and product assessment for cross-border trade execution services.
Canadian Bank - Corporate Finance
Manage service delivery for Chart of Accounts, Financial Data Warehouse, Financial and Management Reporting.
U.S. Fortune 500 Company - Corporate Benefits Outsourcing
Executive strategy and delivery plan for the transformation to real-time stock purchase/option services.
Canadian Bank - Commercial and Retail Banking
Governance and Project Delivery for Basle II Programs.
Software Company - Business Process Management
Consultant for both Financial Services industry requirements and assistance with capital financing efforts.
Tier 1 Canadian Bank - Information Technology (Management and Enterprise Infrastructure)
Manage the planning, design and delivery for Anti-Money Laundering (AML) program.
Tier 1 Insurance Company - Information Technology (Service Delivery)
Development of an online underwriting platform with a multi-disciplinary team of architects, developers and business analysts.
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