Starter kit
Data & cloud
Data Discovery & Readiness Kit
Profile approved local CSV exports and establish source ownership, quality gaps and next decisions.
Who we serve · Banks
Build the foundations for the next era of banking.
Modernize data, platforms and acquired operations with clear ownership and control.
Types and business models
How banks differ
Many institutions fit more than one of these size and business-model categories.
01
Global and multinational banks
Institutions operating across markets and business lines, where enterprise data standards, platform dependencies and cross-border coordination shape transformation delivery.
02
Super-regional banks
Large regional institutions balancing enterprise scale with locally rooted businesses, acquired systems and complex lending, deposit and servicing operations.
03
Community and regional banks
Relationship-driven institutions where core platform choices, acquired systems, and lean technology teams shape what modernization is practical.
04
Commercial banks
Lending, treasury, and deposit relationships with business clients, where credit, exposure, and relationship data must align across systems.
05
Retail and consumer banking businesses
High-volume customer, account, and transaction activity where consistent definitions drive servicing, marketing, and risk.
06
Digital banks
Platform-native models that still depend on partner cores, vendor interfaces, and data that must hold up to scrutiny as they scale.
Questions leaders bring to us
- How do we reconcile customer, deposit, credit and general-ledger data across platforms?
- Which legacy dependencies constrain a cloud migration?
- Can teams use shared definitions for reporting and decision-making?
- How do acquired institutions integrate without destabilizing operations?
The challenges underneath
Customer and account records, deposit and loan balances, transaction histories, CRM, finance and risk feeds.
Batch interfaces and refresh cycles
Data moves between core, finance, and risk systems on schedules set years ago. Inconsistent refresh cycles mean two reports can describe the same day differently.
Duplicated identifiers
Customers and accounts carry different keys across systems. Without resolution rules, every downstream use case rebuilds its own version of the truth.
Acquired cores
Each acquisition can add a core platform, a set of extracts, and a reconciliation burden that grows until the institution decides how to converge.
Platform context
Platform context: environments relevant to this work.
Fiserv DNA / Premier / SignatureFIS IBS / HORIZONMainframe environmentsMicrosoft Azure targets
Relevant capabilities and programs
Programs
- Banking Data Value & AI Foundations
Make bank data an asset the business can build on.
- M&A Planning & Post-Merger Integration
From pre-deal assessment to realized synergies.
Services
- Data & Cloud Modernization
Trusted data, modern platforms, ready for what comes next.
- Strategy & Operating Models
Ambition translated into structures that deliver.
- Transformation Delivery & Integration
Integrated delivery from mandate to measurable value.
- Consent Order & Regulatory Remediation
Turn regulatory commitments into controlled, demonstrable change.
Selected resources
Thinking and tools for the work ahead
Starter kit
Data & cloud
Cloud Modernization Assessment
Frame a migration wave with explicit dependencies, readiness and transition economics.
Starter kit
Regulatory remediation
Consent Order Mobilization Kit
Create an initial mandate-to-delivery view for a selected obligation or workstream.
White paper
Data & cloud
Cloud Business Value: A Financial Services Scorecard
Link migration progress to unit economics, operational performance and benefits that finance can recognize.
White paper
Regulatory remediation
Mobilizing Consent Order Remediation
Connect obligations, corrective actions, delivery dependencies and evidence of sustained operation.
Business case
Operating models & governance
Governance across a major banking transformation
A large banking transformation needed cloud-governance harmonization and multi-vendor coordination across an enterprise portfolio.
Business case
Regulatory remediation
Control reporting for Dodd-Frank and Volcker implementation
Banking regulatory implementation needed control reporting and executive dashboards to connect delivery activity with oversight.