Competition. Transformation. Technology. Banks and credit unions face challenging market forces—together, we become a force for change.
For banks and credit unions, a centuries-old industry now faces disruption—from within the sector and beyond the industry. Customer demand for personalized, digital experiences have made it imperative for banks to modernize operations to compete. All the while, nontraditional competitors nip away at core services once dominated by banks. The new digital era of banking demands data-enabled foundations, grounded in technology and new ways of working. As regulations keep your bank on its toes.
Disruption can be difficult to manage. We’re here to help.
We integrate technology to enhance operational performance across the lending lifecycle and elevate client experiences, especially within treasury management. And we help your teams use these efficiency gains to improve cycle times, optimize revenue, and develop deeper client relationships.
We partner with banks to build the digital foundations expected by the industry today. That means leveraging automation, taking new approaches to data, driving workforce productivity, and ensuring your organization can harness the full potential of digital.
We work across regulatory bodies to create programs that mitigate risk, and drive productivity. We wed our front and back office experience with deep expertise on regulations and compliance challenges like Libor, BSA/AML, transaction monitoring, and credit risk rating.
Our multidisciplinary teams of banking experts, M&A practitioners, and technologists lead transactions across the deal lifecycle. So whether you need to build your target operating model, meet regulatory approval, execute a merger integration, or change the way your combined organization works, we can help you realize synergies fast.
As nCino’s longest running and most experienced partner, our implementations allow for faster deployment through our proprietary accelerators. We work with you to ensure compatibility across your organizations, technology, people, process, and culture. And our comprehensive approach to change management can help you measure the impact and ROI.
We help payments providers engage their customers through differentiated, personalized experiences delivered by data-driven and efficient operations. From the inception of a payments strategy to creating competitive partnerships to deploying digital platforms, we work with banks to deliver programs that keep pace with innovation.
Jayna’s strong experience and viewpoints help institutions leverage leading nCino practices – and accelerate the benefits of a better customer experience.
Amee is a fearless innovator who takes a human-first approach to solving complex challenges and creating value for institutions and their customers.
Margi’s deep IT and transformation delivery experience helps insurance carriers and other financial institutions accelerate the benefits of new technology.
Chris’s banking experience and proven skills for improving operational effectiveness add up to tangible results.
Will has a reputation as a leader whose deep understanding of process and best practice allows him to consistently deliver on large-scale, complex projects.
As a banking industry veteran, Michelle brings a deep understanding of her clients’ business to every project, which helps her create meaningful results.
Robin’s background in a diverse range of technology disciplines helps her bring creative thinking to her client’s business issues.
Brent’s industrial engineering expertise translates to value – including over $200 million in identified operational savings opportunities.
John helps financial institutions use new technology to create a better experience for customers and employees across the lending process.
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.
A Director in our Operations Excellence practice, John’s forte is using technology implementation to advance business goals.
With decades of experience, Ken helps financial services organizations embrace the digital era while delivering value.
Jordan has managed projects for major financial institutions and drives business goals with his team of business consultants and deep technologists.
Dana is a senior manager in our Financial Services practice. She has over a decade of experience solving complex strategic and operational issues.
John leads our Financial Services practice in the Pacific Northwest. He is distinguished by his ability to build strong client partnerships.
A senior manager in our Financial Services practice, Nate has extensive experience working with banks and insurance companies of all sizes.
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 a keen understanding of many industries and functional and technical areas, Jon brings a unique perspective to his clients.
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.
With a focus on innovation and entrepreneurship, Neil has a proven track record of providing impactful results for his clients.
Nick has more than 30 years of experience with a track record of bridging customer, business, and technology perspectives to drive business growth and enhanced productivity.
A senior manager in our Financial Services practice, Joshua uses his unique business and technology skill set to help organizations innovate and succeed.
Burke is a senior manager in our Financial Services practice with more than 10 years of banking industry experience.
A senior manager in our Financial Services practice, Michael uses his deep operations and technology expertise to help clients accelerate growth.
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.
Dan’s technical background has led to a successful track record of building platforms that allow his clients to grow and thrive.
Todd is a senior manager in our Financial Services practice. His forte is managing and leading operational efficiency initiatives.
Tom brings innovation and creative thinking to his team as they help craft compelling, data-driven solutions for their clients.
Corey is a skilled financial services technology professional with expertise in vendor analysis and selection, implementation and team management.
A senior director in our Financial Services practice, Chris has deep banking, brokerage, and insurance consulting experience.
Jennifer pairs the expectation of continuous improvement with positive feedback for hard work to deliver impactful results for her clients.
I am even more accessible than the other modals.