FINANCIAL SERVICES Banks, mutuals, and insurers operating under regulation and carrying heavy legacy technology. Case Studies Cost accountability and margin: structural transformation for a major bank Brand and purpose: repositioning a customer-owned mutual bank Digital mortgage: lending transformation for a major retail bank Core banking: cloud-native re-platforming for a mutual bank Greenfield core: de-risking a coreless, multi-vendor build for an institutional bank Custody and securities: a target operating model for institutional services
