Consulting services for banking and fintech
From RFP support to implementation, we help banks, private banks, insurances and fintechs deliver Client Lifecycle Management, onboarding, KYC/AML and core banking solutions.
Strategic Technology Evaluation (RFI / RFP) for Banks
Independent RFI and RFP support for banks, private banks, insurances and fintechs selecting CLM, core banking and digital onboarding platforms.
Technical Project Leadership for Banking Programs
Senior technical leadership for CLM, onboarding and core banking implementations on FNZ Studio, Appway, Avaloq, Temenos and Camunda.
Solution Implementation & Development
Design, build and roll out CLM, onboarding and digital banking solutions with measurable performance and adoption.
Business Analysis & Functional Advisory for Banking
Senior business analysts with deep KYC, AML, tax and compliance expertise translating regulation into actionable requirements.
Product Ownership & Management for Fintech and Banks
Product owners who own the vision, the roadmap and the backlog of CLM, onboarding and wealth platforms.
Solution Assessment & Performance Review
Independent assessment of underperforming CLM, onboarding and core banking platforms with a clear improvement plan.
Enterprise Integration & Connectivity for Banking
Robust integration of CLM, core banking, KYC providers, custodians and data vendors across heterogeneous bank IT.