Our clients call us truth-sayers – trusted advisors who drive actionable outcomes. Learn more about our past projects and the impacts our engagements have generated.
A virtual healthcare company struggled with tech fragmentation, leadership gaps, and operational bottlenecks, hindering growth and marketing impact. Further Advisory partnered with them to realign their structure, streamline operations, and optimize MarTech investments—paving the way for better execution, engagement, and ROI.
A regional bank aiming to enhance growth through its Commercial T&E (Travel & Entertainment) offerings engaged Further Advisory to assess competitive positioning, identify industry trends, and provide strategic recommendations for capability development and investment in the rapidly evolving T&E space.
A claims and risk management leader looking to grow cloud adoption engaged Further Advisory to assess current cloud readiness. We provided an unbiased assessment and recommendations for optimizing infrastructure and aligning divisional migration goals.
After a major acquisition that resulted in significant customer attrition, the head of US retail banking engaged Further to assess and recommend strategies for customer retention.
The AI team of a major financial services company needed to better communicate its value. Further Advisory partnered with them to develop clear messaging and a roadmap that illustrated the strategic impact of its scalable and ethical AI practices and capabilities.
To address regulatory risks, a global commercial bank engaged Further Advisory to accelerate the maturation of its data management practices, crafting actionable policies, change management strategies, and a roadmap tailored to the bank’s unique needs.
Embarking on a cyber modernization strategy, Further Advisory conducted a rapid assessment of the nascent program, then drove the mobilization of key program initiatives that enabled the cyber platform to support enhanced capabilities and scalability.
In response to myriad changes in the student loan landscape, the CIO of a major loan servicer partnered with Further Advisory to devise a strategic approach to addressing competing operational demands.
A mutual insurance firm pursuing compliance risk reduction partnered with us to craft an enterprise strategy aimed at unifying data trust and data de-identification amidst a highly fragmented technology landscape.
In the course of modernizing its business, a major governmental agency wanted to see if its legacy platforms still had any value in them and if there was a market for potential acquisition.
Further Advisory partnered with an acquiring bank to align stakeholders and develop a comprehensive plan for the successful execution of technology integration, product migration, and change management needed to support acquisition integration.
A healthcare client undergoing a complex, multi-year platform modernization effort needed a sophisticated change plan and leadership to prepare its workforce for the forthcoming change.
In a complex initiative to replace legacy systems, we ensured the successful optimization of business processes and provided the underlying program and change management support needed to drive a successful platform modernization.
A major payments processor struggling to support rising demand for supplier payments engaged Further Advisory for strategic recommendations to increase market penetration in its top supplier verticals.
Seeking to modernize and simplify their technology environment, a prominent financial services company engaged Further Advisory to lead the planning and mobilization of migrating on-premise technology to the cloud.
To adapt to a reduction in revenues due to changing government regulations, a major student loan servicer engaged Further Advisory to perform an assessment and recommendations to reduce costs across the technology organization.
To rectify the impact from business disruptions faced by a mid-market media company, Further Advisory assessed current technology capabilities and built a roadmap for achieving the company’s goal to improve the delivery of customer experiences via technology.
During the temporary absence of a senior VP for a global payments company, Further Advisory placed an interim executive with experience in commercial payments to maintain momentum in the execution of a commercial API strategy.
A major US bank needed a new technology strategy to enable modernization and growth. We conducted a thorough assessment and developed a consumer-centric strategy and pragmatic roadmap for realizing that vision.
A major student loan servicing organization decided to modernize their industry leading platform, we partnered with executive leaderhisp to provide an unbiased perspective in the development of a proof of concept with a Fortune 100 enterprise software company.
A student-aid state agency sought to modernize its business and technology platform into a cloud based SaaS solution. We conducted a market scan of viable targets, objectively prioritized options, conducted a robust RFP process, and led due diligence efforts which led to a selection of a preferred vendor solution.
A major retailer needed an outside consultancy to come in and provide an objective perspective on which HR technology platform was right for them.
A major financial institution wanted an industry-first solution for digital custody of cryptocurrencies. We facilitated the design of a solution architecture for securely managing access to digital assets and helped mobilize the overall program.
A global financial services company was looking to improve sales on a network payments solution. Further Advisory conducted an opportunity analysis and delivered tools for optimizing their customer-tiered support model and improving overall product commercialization.
When a major bank decided to modernize the system used by colleagues in every branch location, we partnered with program leadership to make sure key parties knew what was changing and how to be prepared for it.
A global payments company sought to extend its business into new areas of the B2B value chain. We conducted a market scan of viable targets, objectively prioritized options, and led due diligence efforts.
After small business crafting personas and journeys for a payments provider, we then went further to activate them — via marketing campaigns, sales enablement, and all other aspects of the customer lifecycle.
Companies worldwide are rethinking approaches to enterprise data governance, finding the right balance between control and flexibility… while keeping the regulators happy.
Acquisitions often bring more hype than actual value. A global payments provider wanted to improve the “time to value” for its M&A activities and reached out to Further to learn how.
When a major player in point-of-sale systems sought to increase win rate, they partnered with Further to conduct a proper Voice of the Customer analysis to truly understand buyer behavior among SMBs.
Choosing to modernize an aging legacy platform can be difficult… and often emotional. We became the unbiased partner this major loan provider needed to objectively propell themselves forward.
A virtual healthcare company struggled with tech fragmentation, leadership gaps, and operational bottlenecks, hindering growth and marketing impact. Further Advisory partnered with them to realign their structure, streamline operations, and optimize MarTech investments—paving the way for better execution, engagement, and ROI.
A claims and risk management leader looking to grow cloud adoption engaged Further Advisory to assess current cloud readiness. We provided an unbiased assessment and recommendations for optimizing infrastructure and aligning divisional migration goals.
The AI team of a major financial services company needed to better communicate its value. Further Advisory partnered with them to develop clear messaging and a roadmap that illustrated the strategic impact of its scalable and ethical AI practices and capabilities.
In response to myriad changes in the student loan landscape, the CIO of a major loan servicer partnered with Further Advisory to devise a strategic approach to addressing competing operational demands.
A mutual insurance firm pursuing compliance risk reduction partnered with us to craft an enterprise strategy aimed at unifying data trust and data de-identification amidst a highly fragmented technology landscape.
Seeking to modernize and simplify their technology environment, a prominent financial services company engaged Further Advisory to lead the planning and mobilization of migrating on-premise technology to the cloud.
To adapt to a reduction in revenues due to changing government regulations, a major student loan servicer engaged Further Advisory to perform an assessment and recommendations to reduce costs across the technology organization.
To rectify the impact from business disruptions faced by a mid-market media company, Further Advisory assessed current technology capabilities and built a roadmap for achieving the company’s goal to improve the delivery of customer experiences via technology.
A major US bank needed a new technology strategy to enable modernization and growth. We conducted a thorough assessment and developed a consumer-centric strategy and pragmatic roadmap for realizing that vision.
A major student loan servicing organization decided to modernize their industry leading platform, we partnered with executive leaderhisp to provide an unbiased perspective in the development of a proof of concept with a Fortune 100 enterprise software company.
A student-aid state agency sought to modernize its business and technology platform into a cloud based SaaS solution. We conducted a market scan of viable targets, objectively prioritized options, conducted a robust RFP process, and led due diligence efforts which led to a selection of a preferred vendor solution.
A major retailer needed an outside consultancy to come in and provide an objective perspective on which HR technology platform was right for them.
A major financial institution wanted an industry-first solution for digital custody of cryptocurrencies. We facilitated the design of a solution architecture for securely managing access to digital assets and helped mobilize the overall program.
When a major bank decided to modernize the system used by colleagues in every branch location, we partnered with program leadership to make sure key parties knew what was changing and how to be prepared for it.
Companies worldwide are rethinking approaches to enterprise data governance, finding the right balance between control and flexibility… while keeping the regulators happy.
Choosing to modernize an aging legacy platform can be difficult… and often emotional. We became the unbiased partner this major loan provider needed to objectively propell themselves forward.
A regional bank aiming to enhance growth through its Commercial T&E (Travel & Entertainment) offerings engaged Further Advisory to assess competitive positioning, identify industry trends, and provide strategic recommendations for capability development and investment in the rapidly evolving T&E space.
After a major acquisition that resulted in significant customer attrition, the head of US retail banking engaged Further to assess and recommend strategies for customer retention.
A global financial services company was looking to improve sales on a network payments solution. Further Advisory conducted an opportunity analysis and delivered tools for optimizing their customer-tiered support model and improving overall product commercialization.
A global payments company sought to extend its business into new areas of the B2B value chain. We conducted a market scan of viable targets, objectively prioritized options, and led due diligence efforts.
After small business crafting personas and journeys for a payments provider, we then went further to activate them — via marketing campaigns, sales enablement, and all other aspects of the customer lifecycle.
Acquisitions often bring more hype than actual value. A global payments provider wanted to improve the “time to value” for its M&A activities and reached out to Further to learn how.
When a major player in point-of-sale systems sought to increase win rate, they partnered with Further to conduct a proper Voice of the Customer analysis to truly understand buyer behavior among SMBs.
A virtual healthcare company struggled with tech fragmentation, leadership gaps, and operational bottlenecks, hindering growth and marketing impact. Further Advisory partnered with them to realign their structure, streamline operations, and optimize MarTech investments—paving the way for better execution, engagement, and ROI.
The AI team of a major financial services company needed to better communicate its value. Further Advisory partnered with them to develop clear messaging and a roadmap that illustrated the strategic impact of its scalable and ethical AI practices and capabilities.
Embarking on a cyber modernization strategy, Further Advisory conducted a rapid assessment of the nascent program, then drove the mobilization of key program initiatives that enabled the cyber platform to support enhanced capabilities and scalability.
In response to myriad changes in the student loan landscape, the CIO of a major loan servicer partnered with Further Advisory to devise a strategic approach to addressing competing operational demands.
In the course of modernizing its business, a major governmental agency wanted to see if its legacy platforms still had any value in them and if there was a market for potential acquisition.
Further Advisory partnered with an acquiring bank to align stakeholders and develop a comprehensive plan for the successful execution of technology integration, product migration, and change management needed to support acquisition integration.
A healthcare client undergoing a complex, multi-year platform modernization effort needed a sophisticated change plan and leadership to prepare its workforce for the forthcoming change.
In a complex initiative to replace legacy systems, we ensured the successful optimization of business processes and provided the underlying program and change management support needed to drive a successful platform modernization.
A major payments processor struggling to support rising demand for supplier payments engaged Further Advisory for strategic recommendations to increase market penetration in its top supplier verticals.
Seeking to modernize and simplify their technology environment, a prominent financial services company engaged Further Advisory to lead the planning and mobilization of migrating on-premise technology to the cloud.
During the temporary absence of a senior VP for a global payments company, Further Advisory placed an interim executive with experience in commercial payments to maintain momentum in the execution of a commercial API strategy.
A major student loan servicing organization decided to modernize their industry leading platform, we partnered with executive leaderhisp to provide an unbiased perspective in the development of a proof of concept with a Fortune 100 enterprise software company.
A major financial institution wanted an industry-first solution for digital custody of cryptocurrencies. We facilitated the design of a solution architecture for securely managing access to digital assets and helped mobilize the overall program.
When a major bank decided to modernize the system used by colleagues in every branch location, we partnered with program leadership to make sure key parties knew what was changing and how to be prepared for it.
A global payments company sought to extend its business into new areas of the B2B value chain. We conducted a market scan of viable targets, objectively prioritized options, and led due diligence efforts.
A claims and risk management leader looking to grow cloud adoption engaged Further Advisory to assess current cloud readiness. We provided an unbiased assessment and recommendations for optimizing infrastructure and aligning divisional migration goals.
To address regulatory risks, a global commercial bank engaged Further Advisory to accelerate the maturation of its data management practices, crafting actionable policies, change management strategies, and a roadmap tailored to the bank’s unique needs.
Companies worldwide are rethinking approaches to enterprise data governance, finding the right balance between control and flexibility… while keeping the regulators happy.
Case studies include work performed as part of prior consultancies
