Financial Services

Financial services technology decisions are complex, constrained, and consequential. I help you get them right — independently.

I work with banks, insurers, and fintech organisations on data strategy, systems integration, and AI — at the moment a major decision is being made, before the approach is locked in.

The challenge in financial services

Why financial services technology is harder than it looks

Technology decisions in banking and insurance come with constraints that don’t exist in most other industries. Regulatory requirements shape what you can build and where your data can go. Legacy core systems — often decades old — determine what new technology has to work alongside. Data governance requirements affect every AI and analytics initiative before a line of code is written.

The result is that most outside advisors underestimate the complexity — and most internal teams are too close to see it clearly. The vendor promising to transform your operations in six months almost certainly hasn’t accounted for what you’re actually working with.

I help you work through that complexity with an honest assessment of what’s realistic, what’s genuinely valuable, and what order to do things in.

Why I’m the right advisor for this

Inside knowledge, outside perspective

I’ve worked inside a major Australian bank — not as a consultant, but as a senior manager running research and innovation programmes, building the analytics capabilities and the partner ecosystem that connected the bank to fintech and university expertise. I know what it looks like when a technology initiative runs into regulatory reality or legacy system constraints from the inside.

For a decade I’ve taught applied technology to working financial services professionals — technologists and business analysts navigating digital transformation from inside their institutions. That’s given me a detailed picture of where the real capability gaps sit, and where the genuine opportunities are.

I’ve also designed and delivered Open Banking training programmes for banks across the Middle East and Africa — working with institutions at different stages of regulatory mandates and digital maturity.

ANZ Banking Group · NUS FinTech, 23+ cohorts · Open Banking programmes, Middle East & Africa · apidays Singapore

Where most engagements start

Digital Readiness Workshop

Half or full day · Fixed fee

For leadership teams in financial services who need to align on technology priorities before committing budget. We work through your current data foundations, integration architecture, and AI readiness — in the context of your specific regulatory environment and business strategy. You leave with a shared view of where you stand, what to address first, and a brief you can take to the board.

If you’re further along — with a decision already framed and a team aligned — the Digital Opportunity Sprint or Strategic Advisory Partnership may be more appropriate.