CLIENT EXPERIENCES

We help solve problems by turning them into opportunities, creating value
&
meaningful outcomes

Case Study #1: Implementing scalable strategy execution framework across product, marketing, design & engineering

Client: Leading Digital Marketplace Bank

Challenge: Lack of scalable strategy execution and management processes, resulting in misalignment on strategic priorities, poor resource allocation and increased risk events.

Solution: Build and implemented a robust strategy execution and governance framework to support growth and manage business risks.

Outcome:

  • Execution speed increased by 50%.

  • 95% of projects/initiatives completed on time and within budget.

  • Enhanced team productivity and morale.

  • 60% less loss or risk incidents

Case Study#3: Post-Merger Integration Program Design and Execution

Client: Leading FinTech company.

Challenge: The company’s acquisition of a digital bank resulted in overlapping operations, lack of optimum org structure, oversight and controls, disparate systems and management information reporting, and cultural differences between the two organizations. These factors posed significant risks to productivity, customer satisfaction, and overall strategic goals.

Solution: Developed and implement a comprehensive post-merger integration (PMI) plan to align processes, manage risk, strengthen control environment, unify teams, and ensure a smooth transition.

  • Strategic Planning: Conducted a detailed assessment of both organizations' operations, identifying redundancies and opportunities for synergies.

  • Project Management Office (PMO): Established centralized PMO to oversee the integration, ensure consistent communication & build alignment across departments.

  • Cultural Integration: Implemented a series of workshops & team-building initiatives to foster shared vision & cultural values.

  • Technology and Systems Alignment: Migrated critical data and harmonized IT systems to support unified operations and customer service functions.

  • Change Management: Led change management efforts, including training programs and comprehensive communication strategies to support employee adaptation.

Outcome:

  • Operational Efficiency: Reduced overlapping functions and streamlined processes, resulting in an estimated 25% improvement in productivity.

  • Acquisition led to a reduction of $40 million in bank fee and funding expenses

  • Enhanced Controlled Environment: Improved service continuity and customer satisfaction ratings by 15% through integrated customer service protocols.

  • Team Cohesion: Positive feedback from employee engagement surveys showed a 30% increase in collaboration and job satisfaction within a year of the merger.

Case Study #2: Led global business process and systems transformation for global regulatory compliance & reporting

Client: Global Investment Bank and financial services firm with operations in over 30 countries.

Challenge: New regulation and fragmented systems and processes requiring consolidation and business process transformation to comply with regulatory reporting and compliance requirements.

Solution: Assessed current state, designed target state, implemented comprehensive transformation plan to streamlining operating model and systems consolidation for efficiency and consistency for client onboarding, processing and reporting in line with compliance requirements.

Outcome:

  • 35% reduction in reporting cycle time.

  • Compliance error rate decreased by 25%.

  • Improved collaboration and consistency between global operations teams.

Case Study 4: Leading vendor due diligence and selection process for Finance Digital Transformation initiative

Client: Global private investment firm with approximately $24 billion in AUM

Challenge: Lack of Clear Vision and Objectives, Legacy System Integration, Budget Constraints were some of the challenges.

Solution: The approach included

  1. Developing a Clear Roadmap to define objectives, milestones, KPIs from the outset.

  1. Involve Stakeholders Early: Engaged leadership, IT, finance teams to ensure alignment.

  2. Invest in Change Management: Communicated benefits and created communication plans

  3. Select the Right Technology: Prioritized solutions that fit current needs and future scalability.

Results:

  • Automation reduced manual errors in data entry, calculations, and reporting.

  • Consistent processes ensure compliance with accounting standards (e.g., GAAP, IFRS).

  • Streamlined workflows shorten the financial close process and reporting cycles.

  • Access to real-time financial data for better decision-making.

  • Reduced data silos enhance cross-departmental collaboration.