Financial services firms are digital leaders. We help them stay at the forefront.
Financial services companies are digital leaders—our industry research proves it. But a large swath of the market finds keeping up with the pace of change in the digital era a challenge.
For both customer-facing initiatives and back-office operations, financial services organizations—from banks to mortgage lenders to investment management firms—seek to stay at the forefront of the digital world. All, of course, while keeping an eye on regulation and industry consolidation. That’s where we can help.
We work across lending and treasury management to digitize operations, build effective sales teams, and elevate the client experience—all while ensuring your bank can respond to changing regulations, fast.
Now more than ever, consumers expect digital, personalized experiences from their bank. We work to implement technology needed to support digital products and experiences and build leading customer engagement and loyalty strategies.
We tackle the complexities of M&A across the deal lifecycle. We leverage our expertise—leading 500+ transactions annually, firmwide—to guide seamless integrations so you can realize the promised value of the deal.
We partner with banks and payment providers to build competitive card programs. We leverage the latest technology to ensure smart program design that delivers the experience demanded by customers.
We help agricultural lenders and farm creditors leverage data and technology, ensure flexibility and resilience, and find new ways of engaging their customers—who don’t spend time sitting at a desk all day.
We help insurers—brokers, property & casualty, and life & annuity—succeed in a competitive market. We focus on:
Since opening the West Monroe New York office in 2010, Gil has helped shape it into one of the top workplaces in New York.
With decades of experience, Ken helps financial services organizations embrace the digital era while delivering value.
Jennifer pairs the expectation of continuous improvement with positive feedback for hard work to deliver impactful results for her clients.
John leads our Financial Services practice in the Pacific Northwest. He is distinguished by his ability to build strong client partnerships.
Jordan has managed projects for major financial institutions and drives business goals with his team of business consultants and deep technologists.
A senior manager in our Financial Services practice, Joshua uses his unique business and technology skill set to help organizations innovate and succeed.
A senior manager in our Financial Services practice, Nate has extensive experience working with banks and insurance companies of all sizes.
With a focus on innovation and entrepreneurship, Neil has a proven track record of providing impactful results for his clients.
Tom brings innovation and creative thinking to his team as they help craft compelling, data-driven solutions for their clients.
Amee is a fearless innovator who takes a human-first approach to solving complex challenges and creating value for institutions and their customers.
Chris’s banking experience and proven skills for improving operational effectiveness add up to tangible results.
As a banking industry veteran, Michelle brings a deep understanding of her clients’ business to every project, which helps her create meaningful results.
Brent’s industrial engineering expertise translates to value – including over $200 million in identified operational savings opportunities.
Ragan brings a sharp focus on OCM and is constantly thinking about how she can make a difference for her clients.
Roger works with Financial Services executives to conceptualize a vision, develop a strategy to deliver, and then executes achieving impactful results for both banks and their customers.
Dana is a senior manager in our Financial Services practice. She has over a decade of experience solving complex strategic and operational issues.
A senior manager in our Financial Services practice, Lee has deep experience consulting to banks other financial institutions.
A trusted advisor to his clients, Eric has a track record of delivering valuable and measurable results for financial institutions.
Brett is a director in our Financial Services practice with more than 20 years of experience working with financial services institutions.
Burke is a senior manager in our Financial Services practice with more than 10 years of banking industry experience.
Joel is a senior manager in our Financial Services practice. He has over 12 years of experience helping clients navigate complex changes to power growth.
A senior manager in our Financial Services practice, Michael uses his deep operations and technology expertise to help clients accelerate growth.
Todd is a senior manager in our Financial Services practice. His forte is managing and leading operational efficiency initiatives.
A senior director in our Financial Services practice, Chris has deep banking, brokerage, and insurance consulting experience.
Corey is a skilled financial services technology professional with expertise in vendor analysis and selection, implementation and team management.
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