We leverage our extensive experience in the financial services industry to ensure our clients remain competitive and compliant in this dynamic market.

Financial Services

With experience as both internal resources and external advisers, Satori consultants have a sophisticated perspective on the challenges and opportunities facing financial services institutions. Our approach combines solutions tailored to industry needs with a deep understanding of prevailing best practices.

Our clients are global leaders in the industry, and our engagements have far-reaching and long-term implications. We have partnered with a variety of financial services firms to strengthen their capabilities in many domains, including Program Management, Technology, and Risk Management. We also have special expertise in areas of particular interest within the financial services sector:

Technology Risk

Our Technology Risk services address the potential threats associated with purposeful or accidental harm to technology-driven assets and information. We work with our clients to construct systems and processes that are secure, flexible, and transparent, enabling them to guard against financial penalties and reputational damage.

Business Continuity Management

We have a track record helping top financial services firms create comprehensive and actionable preparedness plans and develop the resources to execute them. Our holistic Business Continuity Management approach addresses the processes, tools, skills, and systems necessary for effectively responding to adverse events, all while considering regulatory and shareholder requirements as well as broader organizational objectives.

Regulatory Risk & Compliance

As regulatory oversight evolves and expands, financial services firms need to position themselves to respond quickly and consistently to requirements. We work with industry leaders to interpret and respond to new regulations. We also establish systems and processes that ensure ongoing compliance, protecting our clients against financial and reputational risk.

IT Strategy & Governance

We enable financial services firms to coordinate IT decisions and activities with broader organizational goals. With an eye toward the rapid evolution of technology, we work with our clients to evaluate performance, prioritize investments, and ensure compliance with changing regulatory landscapes.

We also have experience managing deployments, migrations, and transformations on a global scale.

IT Vendor Services

We help our clients build new vendor relationships and improve existing ones. We provide support and advice throughout the vendor management process, focusing on strategic sourcing, performance monitoring, and third-party risk management.