Projects
Three engagements where operational cost, regulatory exposure and client experience were all under pressure at once. Expand any case study for the full detail.
FinTech · Client Operations
Rebuilding client servicing for a scaling FinTech
A fast-growing FinTech was servicing clients through shared inboxes and spreadsheets. We designed and delivered a consolidated servicing workflow that cut response times by 35% while absorbing a doubling in client volume.
35%
faster response times
Asset Management · Financial Crime
Cutting false positives in transaction monitoring
An investment manager's monitoring platform was generating far more alerts than the team could review meaningfully. We recalibrated the rule set and rebuilt the review workflow, reducing manual alert handling by 80% without weakening coverage.
80%
reduction in manual workload
Banking · Payments & Sanctions
Real-time sanctions screening at payment scale
A Tier 1 bank needed sanctions screening to keep pace with instant payments without holding legitimate transactions. The re-engineered screening pipeline removed $14M of annual operational cost while meeting instant-payment latency requirements.
$14M
saved annually