Zameer Baber
Senior Vice President, Strategy & Transformation
Industry
Financial Services
Helping Financial Institutions Modernize Without Disruption
Financial institutions are under pressure to modernize core platforms, improve customer experiences, and scale AI and automation while navigating regulatory complexity and operational risk. But fragmented customer and enterprise data, disconnected workflows, and integration complexity often driven by regulations make enterprise change difficult to scale.
We connect core systems, customer and enterprise data, and workflows so financial institutions can increase productivity and execute transformation initiatives more effectively.
$100M
ANNUAL REVENUE PROTECTED
~67%
INCREASE IN EPS GROWTH TARGET
$10M
REDUCTION IN OPERATING EXPENSES
18X
RETURN ON INTEGRATION INVESTMENT
~$40M
NET SAVINGS THROUGH MARKETING MODERNIZATION
Segments We Serve
Banking
Legacy infrastructure, integration complexity, and fragmented enterprise platforms slow execution and limit productivity across the enterprise. We help banks connect systems and data, reduce execution friction, and modernize core operations at scale.
Wealth & Asset Management
Wealth and asset managers are under pressure to deliver differentiated experiences with fragmented data and disconnected platforms while balancing growth and compliance. We help firms activate insights, scale personalization, and improve execution across client engagement and marketing functions.
Market Infrastructure
Exchanges, clearing organizations, and market infrastructure providers must upgrade legacy technology while balancing stability, regulatory scrutiny, and risk. We help organizations strengthen resiliency, improve risk and compliance execution, and modernize platforms without disrupting performance.
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Saving $20M Through Global Shared Services Transformation
Fragmented processes and inconsistent operating models made it difficult to scale efficiently across global business functions. We redesigned the shared services operating model, standardized service delivery, and improved coordination across teams to reduce complexity and improve productivity.
See how the organization achieved more than $20M in savings through shared services transformation.
How We Deliver Results
Business Performance
We help financial institutions redesign operations, automate high-value processes, and improve execution across strategic growth, transformation, and modernization initiatives. The result is greater agility, stronger performance, and a sustainable competitive advantage in an increasingly complex and regulated environment.
This work includes:
- Operating model and process redesign
- Workflow automation
- Workforce change & adoption
- Performance management & decision enablement
- Transformation execution & orchestration
Data, Technology & AI
We connect customer and enterprise data across core systems, digital platforms, and AI-enabled workflows. By embedding trusted insights and intelligent automation into day-to-day operations, financial institutions can improve decision-making, enhance customer experiences, and accelerate enterprise transformation.
This work includes:
- Technology modernization & system integration
- Data foundation & engineering
- Data governance & responsible AI
- AI implementation & activation
- Applied AI & custom solutions
Case Studies
Our Experts
With more than 20 years of experience across complex financial institutions, our experts bring deep expertise in transformation execution, system modernization, and risk and regulatory operations.
Greg Rosendahl
Delivery Excellence Leader
Ryan Przybysz
Director, Tech and Digital
Mark Warren
Senior Client Partner
