Financial Services Consulting 

Impact Makers partners with banks, credit unions, insurers and capital markets firms so they can realize digital innovation, harness data, and navigate the volatile post-COVID environment.

Success from experience

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Adam Foldenauer
Vice President, Commercial Sales & Marketing
“We’ve been in your shoes as leaders. We know the markets, customer trends, regulatory opportunities and hurdles that you are facing.”

– ADAM FOLDENAUER

WHAT ARE THE BARRIERS TO SUCCESS?

The challenges facing FS firms today are numerous.

FS customers expect increased value from institutions’ products, digital platforms and service capabilities. Regulations – and bad actors – demand compliance and security diligence. New innovations disrupt traditional FS models. Technology solutions abound, yet choosing the right fit and integration approach is difficult.

WHAT DOES SUCCESS LOOK LIKE?

  • Innovate fast with the right mix of new tech and legacy financial systems
  • Navigate dynamic regulatory and IT security requirements
  • Understand and exceed evolving customer expectations
  • Secure systems from increasing cyber threats
  • Harness data across the enterprise for business and customer value
  • Capitalize on FinTech breakthroughs

HOW WE CAN HELP

  • Enterprise Data Strategy
  • Data Warehouse & big data – architect & build
  • Risk Management
  • IT & Cyber Security & Compliance
  • IT Transformation (system modernization, process)
  • DevOps Consulting
  • IT Portfolio Optimization and Management
  • Talent Management
  • Organizational Design
  • Cloud Infrastructure
  • Cloud Solutions Consulting
  • Agile Transformation
  • Test Data Management
  • Holistic Customer Experience Design (sales and service lifecycle)
  • Digital Solutions

Financial Services : Our Thinking

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July 10, 2020

Data Maturity & Strategy

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Our client, a $10B financial services company, sought assistance to develop a plan to mature its data capabilities as it grew other areas of the business.We helped build a data strategy, business case, organization, and budget to drive...

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