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# Further Advisory

From Strategy To Reality®

## Sitemaps

- [XML Sitemap](https://furtheradvisory.com/sitemap.xml): Contains all public & indexable URLs for this website.

## Posts

- [Day 1 at Money 20/20 – In a World of AI Agents, Trust Gets Complicated](https://furtheradvisory.com/insights/day-1-at-money-20-20-in-a-world-of-ai-agents-trust-gets-complicated/) - At this year's Money 2020, the focus wasn't so much on what AI *can* do, but what happens when it starts doing things *for us*.
- [What a Successful Advisory Firm Looks Like in 2026 ](https://furtheradvisory.com/insights/what-a-successful-advisory-firm-looks-like-in-2026/) - The consulting industry isn’t broken – it’s just evolving. Strategy still matters. But in 2026, the firms that win are the ones that deliver outcomes, not just ideas.
- [Lessons in Luxury: What Private Banking can Learn from High-End Brands](https://furtheradvisory.com/insights/lessons-in-luxury-what-private-banking-can-learn-from-high-end-brands/) - Tech is rewriting the rules of private banking, democratizing personal experiences and increasing expectations. Luxury brands have been down this road before and emerged stronger than ever – and so can you.
- [A Recipe for Risk: Technology Clutter](https://furtheradvisory.com/insights/a-recipe-for-risk-technology-clutter/) - No one needs multiple ice cream scoops, and no company needs multiple applications for the same task. Here’s why cutting the tech clutter is critical for minimizing cybersecurity risk, and how to do it.
- [Take the Leap, Stick the Landing: Four Keys to Modern Risk Management](https://furtheradvisory.com/insights/take-the-leap-stick-the-landing-four-keys-to-modern-risk-management/) - "There is no reward without risk.” The adage still applies, but the upsides and downsides have never been more massive. Here’s how to transform risk management from a necessary cost into an opportunity engine.
- [2025 B2B Marketing Trends: Being Human Matters More in the Age of AI ](https://furtheradvisory.com/insights/2025-b2b-marketing-trends-being-human-matters-more-in-the-age-of-ai/) - 2025 will be a year of connections, community, and leveraging technology to make them more meaningful.
- [The Power of Data Governance in Data Strategy, Data Monetization… and Teen Smartphones  ](https://furtheradvisory.com/insights/from-ai-to-teen-smartphones-data-governance-prevails/) - The rise of AI-powered insights has companies eager to commercialize and monetize their data. But, without a solid data foundation to ensure quality inputs, data insights may fall short of expectations.
- [Avoiding Digital Transformation Pitfalls](https://furtheradvisory.com/insights/avoiding-digital-transformation-pitfalls/) - Life and technology march on whether you’re ready or not. How you approach these transformative moments can mean the difference between true, successful change and finding yourself stuck.
- [You Want the Truth? Leadership is Not About Certainty](https://furtheradvisory.com/insights/you-want-the-truth-leadership-is-not-about-certainty/) - Good leaders, bad leaders, ethics, authority – leadership lessons abound in one of the most famous films of all time. But its best lesson might also be its most subtle.
- [Traditional AI: Don’t Just Let It Be](https://furtheradvisory.com/insights/traditional-ai-dont-just-let-it-be/) - The rise of Generative AI (Gen AI) has captivated the world, with companies eager to adopt it. But in the rush to capitalize on this shiny new trend, are they overlooking the enduring value of Traditional AI?
- [Best Practices: Reliable or Relics?](https://furtheradvisory.com/insights/best-practices-reliable-or-relics/) - When you find a formula that works, it can become tempting to write it in stone. Here’s why it might be time to dust off your best practices, and how to ensure they evolve with the times.
- [AI Innovation vs. Regulation](https://furtheradvisory.com/insights/ai-innovation-vs-regulation/) - Will the regulators ever be able to keep pace with AI innovation? It will likely always be a struggle, so perhaps the better answer is not in new laws, but new principles for artificial intelligence.
- [COVID, QR Codes, and Mobile Payments](https://furtheradvisory.com/insights/covid-qr-codes-and-mobile-payments/) - The pandemic has accelerated the return of QR codes, especially at the physical point of sale, but are they here to stay? We look at some recent developments and what they mean for consumers.
- [Left Behind in Agile Transformation: Your Architecture Practice](https://furtheradvisory.com/insights/left-behind-in-agile-transformation-your-architecture-practice/) - If you are transforming your organization to agile delivery, you may be overlooking a secret weapon – your architects. This should be a concern for any executive in the midst of such a transformation, as the successful result will be an agile business, not just agile delivery.
- [It's not Sales, it's Marketing](https://furtheradvisory.com/insights/its-not-sales-its-marketing/) - Don't short-change marketing! With greater emphasis on digital and the availability of capabilities to track customer interest at all steps of the acquisition journey, marketing is an investment that pays.
- [Big Banks & FinTechs: A Winning Combination... if Done Right](https://furtheradvisory.com/insights/big-banks-fintechs-a-winning-combination-if-done-right/) - These days, banks are not running against or away from fintechs, but rather toward them in an effort to partner for growth, drive customer acquisition, and even create new revenue streams that didn’t exist before.
- [Buy Now Pay Later (BNPL) Just Got Serious](https://furtheradvisory.com/insights/buy-now-pay-later-bnpl-just-got-serious/) - BNPL is getting a lot of buzz these days. And for banks and other financial institutions who haven’t invested in BNPL solutions yet, they have some catching up to do.
- [Managing the Risks of AI](https://furtheradvisory.com/insights/managing-the-risks-of-a-i/) - If there’s anything science fiction movies have taught us, it’s to stay one step ahead of the robots. So how do you help ensure your company’s AI experience is less SkyNet and more WALL-E?
- [The Evolution of KYC: Trends to Watch](https://furtheradvisory.com/insights/the-evolution-of-kyc-trends-to-watch/) - For FIs, the discipline around "Knowing Your Customer" is critical. Single mistakes can have very large implications. We've observed several trends for evolving and maturing their KYC practice… and keeping up with the competition.
- [For Your Customers, "Good Enough" is Often Best](https://furtheradvisory.com/insights/customers-good-enough-best/) - It’s not hard to find people who talk about the criticality and importance of customer experience. And they’re not wrong! But there are occasions when the best customer experience is actually none at all.
- [Modernizing Your Technology Delivery Model](https://furtheradvisory.com/insights/modernizing-your-technology-delivery-model/) - Companies everywhere are aspiring to "transform" their delivery models. To do this successfully, leaders must focus not just on adopting modern methodologies, but redrawing the lines within their organization as well.
- [It's All Going to be OKR](https://furtheradvisory.com/insights/its-all-going-to-be-okr/) - We make aspirational goals all the time, whether in our profession or in our personal lives. We may not always achieve them, but setting lofty objectives makes for a much more rewarding journey.
- [It's Time to Evolve Your PMO](https://furtheradvisory.com/insights/its-time-to-evolve-your-pmo/) - In its heyday in the 90s, project management was all about execution. There were many boxes checked, many reports filed, and many celebratory plaques distributed… and many important things ignored.
- [The Ephemeral Engineering of Burning Man](https://furtheradvisory.com/insights/the-ephemeral-engineering-of-burning-man/) - Sometimes the infrastructure and technology you create to solve a problem can be short-lived… and that’s not always a bad thing.
- [No One Wants to Work (Like That) Anymore](https://furtheradvisory.com/insights/no-one-wants-to-work-like-that-anymore/) - Employers who go the extra mile to offer a variety of working options will attract an enormous, untapped group of highly skilled employees – and their clients will benefit.
- [Venmo, Amazon, and the Future of Interchange](https://furtheradvisory.com/insights/venmo-amazon-and-the-future-of-interchange/) - With Amazon and Venmo announcing a partnership to offer Venmo as a payment option for purchases, what does this mean for interchange and card payments more broadly?
- [Cheers to Good Decisions and Looking Forward](https://furtheradvisory.com/insights/cheers-to-good-decisions-and-looking-forward/) - The right choice isn't always the obvious one. Here's to taking chances and surrounding yourself with the best people. Cheers ...and many thanks!
- [Looking Back on 22 Years in Marketing](https://furtheradvisory.com/insights/looking-back-on-22-years-in-marketing/) - Marketing continues to rapidly evolve. After offering consulting services and thought leadership in the field of marketing for more than two decades, what lessons have been learned? Here are three that will undoubtedly stand the test of time.
- [Let the World In. Challenge Your Status Quo.](https://furtheradvisory.com/insights/let-the-world-in-challenge-your-status-quo/) - Proactively seeking differing points of view, strategies, and ideas promotes the innovation and relevance needed for businesses to thrive. So let the world in. Invite change and challenge your status quo.
- [Consulting... a Piece of Cake?](https://furtheradvisory.com/insights/consulting-a-piece-of-cake/) - Things don’t always go to plan. A key element of consulting success is the ability to quickly adapt to the situation and still deliver results, with a happy client being the icing on the cake.
- [The Next Battle for Your Digital Wallet](https://furtheradvisory.com/insights/the-next-battle-for-your-digital-wallet/) - A group of large banks is launching a new digital wallet. Can they break through and compete with already entrenched technology?
- [ChatGPT for Marketing: The Good, the Bad, and the Inevitable](https://furtheradvisory.com/insights/chatgpt-for-marketing-the-good-the-bad-and-the-inevitable/) - ChatGPT will revolutionize the way we market products and services – but it’s not going to take over (yet). Here's how to put it to good use, and why it’s no substitute for good old-fashioned human creativity.
- [Five Takeaways from the 2023 TRANSACT Conference](https://furtheradvisory.com/insights/five-takeaways-from-the-2023-transact-conference/) - TRANSACT is one of those must-attend events for payments industry leaders. Our partner, Eric Deraspe, offers 5 takeaways from his recent visit.
- [Customer Personas: How to Activate for Success and Avoid Pitfalls](https://furtheradvisory.com/insights/customer-personas-how-to-activate-for-success-and-avoid-pitfalls/) - Customer Personas are extremely valuable tools worth your organization’s investment – when they’re wielded correctly. Without stakeholder understanding, a good persona can morph into an organizational albatross or gather dust on the shelf.
- [The Interim Executive is in Demand](https://furtheradvisory.com/insights/the-interim-executive-is-in-demand/) - Whether it’s due to a tight labor market, an increase in program-based work, more generous family leave policies, or growth-driven need for a bigger C-suite, companies are turning to the “interim executive” to fill key roles in leadership. The key is knowing what to look for.
- [Cows, Consulting, and Clickbait](https://furtheradvisory.com/insights/cows-consulting-and-clickbait/) - TikTok often sends us down interesting rabbit holes. Sometimes when you come back out, you realize you gain a new perspective. In this case, the practice of cow hoof trimming created a surprising connection.
- [It’s the End of the Old ERP System as We Know It, and I Feel Fine](https://furtheradvisory.com/insights/its-the-end-of-the-old-erp-system-as-we-know-it-and-i-feel-fine/) - Every modernization effort causes disruption. Transforming your ERP system involves a unique level of upheaval and stress across an organization – but it doesn’t have to feel like the end of the world
- [Will you Raise a Glass to Embedded Banking?](https://furtheradvisory.com/insights/will-you-raise-a-glass-to-embedded-banking/) - You don’t have to be a bank to offer banking services anymore. The rise of embedded banking means new opportunities – and new risks – for those companies considering how to best take advantage.
- [Revving Up the Speed of Cross-Border Payments](https://furtheradvisory.com/insights/revving-up-the-speed-of-cross-border-payments/) - We’ve been conditioned to expect instant gratification with the emergence of on-demand entertainment, immediate content availability, real-time communication, and same-day delivery - except when it comes to cross-border payments. Blockchain technology is aiming to be the answer.
- [Eyesight, Insight, and Foresight – How to Avoid Blind Spots in your Technology Strategy](https://furtheradvisory.com/insights/eyesight-insight-and-foresight-how-to-avoid-blind-spots-in-your-technology-strategy/) - Even the most visionary companies can fall prey to strategic blind spots. An updated technology strategy can provide clarity. Is it time to revisit yours?
- [Your Most Important Customer Is the One You May Not See (Yet)](https://furtheradvisory.com/insights/your-most-important-customer-is-the-one-you-may-not-see-yet/) - A satisfied customer is the gift that keeps on giving. But who is really your customer? Are you sure? It may be time to look beyond your end users (and your product). Here’s how to do it, and why it’s so worthwhile.
- [Revenue Enablement is the New Sales Enablement](https://furtheradvisory.com/insights/revenue-enablement-is-the-new-sales-enablement/) - Successful companies recognize that the role of Sales Enablement needs to extend beyond just enabling the sale, instead continuing to partner with Product, Sales, and Customer Success teams to create more value to the customer… and revenue to the business.
- [Finding Wisdom in the Wild](https://furtheradvisory.com/insights/finding-wisdom-in-the-wild/) - Knowledge and experience get you far. Wisdom gets you further.
- [The Value of Experiments (Grand and Otherwise)](https://furtheradvisory.com/insights/the-value-of-experiments-grand-and-otherwise/) - Uncertainty is... uncomfortable. We like to know where we’re going and how we’ll get there. But sometimes, the detours lead to the biggest discoveries.
- [The Journey Toward Instant Payments in the U.S.](https://furtheradvisory.com/insights/the-journey-toward-instant-payments-in-the-u-s/) - Five takeaways from a recent Nacha conference showcasing the future of instant payments
- [Money 2020 and Me, Part I](https://furtheradvisory.com/insights/money-2020-and-me-part-i/) - Follow along with Further Advisory’s CEO as he offers perspectives and insights on this year’s premiere Fintech conference in Las Vegas.
- [Money 2020 and Me, Part II](https://furtheradvisory.com/insights/money-2020-and-me-part-ii/) - Further Advisory’s CEO recaps an exciting – and exhausting – week at this year’s premiere Fintech conference in Las Vegas: Money 2020
- [Lies, Damn Lies, and Statistics ](https://furtheradvisory.com/insights/lies-damn-lies-and-statistics/) - We’ve never been more awash in data, or better equipped to use it. So with all of these tools and insights to guide our decisions, how do we still so often get it wrong?
- [Canadian Banks in 2024: A Rebuilding Year](https://furtheradvisory.com/insights/canadian-banks-in-2024-a-rebuilding-year/) - After last year's challenging performance, 2024 is shaping up to be a rebuilding year for Canadian Banks... as well as an opportunity to leapfrog the competition
- [The Ultimate Go-to-Market Challenge](https://furtheradvisory.com/insights/parenting-the-ultimate-go-to-market-challenge/) - A new father-to-be offers perspective on the intersection of parenting and business, pointing out that many of the lessons learned from transforming from a person into a parent also apply to a successful go-to-market strategy.
- [Fall Flat, Stay Sharp, Act Natural, Keep Playing](https://furtheradvisory.com/insights/fall-flat-stay-sharp-act-natural-keep-playing/) - We consultants sometimes like to think of ourselves as rock stars, but there are absolutely parallels between the two professions! Here are some keys to finding joy and success in consulting ...and on stage.
- [What Businesses Can Learn from a Scout Hike](https://furtheradvisory.com/insights/what-businesses-can-learn-from-a-scout-hike/) - For many of us, the time spent in Scouts is where valuable traits such as leadership, planning, and communications were first rooted. Now in the business world, we find ourselves still drawing upon those early lessons learned.
- [Applying Right Brain Thinking in Today’s Business](https://furtheradvisory.com/insights/applying-right-brain-thinking-in-todays-business/) - Some say right-brainers will "rule the world." Eh, probably not. But they possess characteristics that are increasingly valuable, especially as the business world evolves from the proverbial information age to a new era that values creativity and collaboration.

## Pages

- [Home](https://furtheradvisory.com/) - We are a boutique management consultancy focused on converting strategic vision into business reality. We always go the extra mile, equipping our clients with critical insights and plans for navigating challenges and accelerating change. Work with us What We Do We are experts and trusted advisors, bringing decades of experience to our client engagements, along
- [About](https://furtheradvisory.com/about/) - Who we are Further Advisory is a boutique management consulting firm now part of Tredence Inc. brings together strategic insight, data science, and AI to help financial services clients turn bold vision into business outcomes. At Further, “boutique” doesn’t mean limited. It means we’re focused on client service, with deep relationships grounded in trust and
- [Contact](https://furtheradvisory.com/contact/) - How can we help? Let’s get in touch! Business Inquiries hello@furtheradvisory.com Press Inquiries press@furtheradvisory.com
- [Industries](https://furtheradvisory.com/industries/) - Industry expertise accelerates results. We have exceptional depth in several industries where we can bring decades of expertise and know-how to address specialized challenges. Work with us Payments Banking Healthcare Insurance Private equity Payments Banking Healthcare Insurance PRIVATE EQUITY TRAVEL & HOSPITALITY Payments The payments industry is more competitive, dynamic, and open than ever. Traditional
- [Acquisition Press Release](https://furtheradvisory.com/acquisition-press-release/) - Press Release Tredence Acquires Further Advisory, Expanding its Financial Services and Insurance Consulting Capabilities Merger strengthens Tredence’s financial services expertise, consulting portfolio, and expands AI-driven insights for clients San Francisco, CA, April 15, 2025 – Tredence, a global leader in data science and AI solutions, today announced its acquisition of Further Advisory, a Pittsburgh-based management
- [Services](https://furtheradvisory.com/services/) - We deliver success, faster. We are experts and trusted advisors, bringing decades of experience to our client engagements, along with a bias toward both action and results.Our proven service offerings and solutions lend structure to our projects, but they come with a high level of flexibility to adjust to ever-changing needs. From strategy to reality® our teams
- [Further Sourcing](https://furtheradvisory.com/further-sourcing/) - Further Sourcing Further’s strategic sourcing network is powered by experienced practitioners, specialist technologists, and executive thought leaders seeking opportunities to lend their individual talents in an impactful manner for our clients. Work with us Interim Executives Program Delivery Roles Specialist Technologists Interim Executives Program Delivery Roles Specialist Technologists Interim Executives Fractional or Full-Time Leaders Further’s
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- [Insights](https://furtheradvisory.com/insights/) - Insights Pragmatic advice and insights from Further’s experts on subjects most relevant to modern business and technology leaders Work with us Categories All Banking Culture Data & AI Go-to-Market Insurance Integrated Risk Management Leadership Payments Technology Tranformation Let’s get in touch! Work with us Day 1 at Money 20/20 – In a World of AI
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- [Our People](https://furtheradvisory.com/our-people/) - Our People Our teams of professionals have diverse backgrounds, talents, and experience that combine to go further in driving unique value for our clients. Work with us Leadership Jeff Catalina Partner & Senior Vice President Maria D’Albert Partner & Vice President Mike Farley Partner & Vice President Rohit Srivastava Partner & Vice President B. Andrew
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## Case Studies

- [MarTech and Marketing Operations Assessment](https://furtheradvisory.com/case-studies/martech-and-marketing-operations-assessment/) - 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.
- [Customer Retention Assessment](https://furtheradvisory.com/case-studies/customer-retention-assessment/) - 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.
- [M&A Post Announcement Integration Planning](https://furtheradvisory.com/case-studies/ma-post-announcement-integration-planning/) - 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.
- [Platform Vender Selection & Business Case](https://furtheradvisory.com/case-studies/lending-platform-rfp-strategy/) - 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.
- [Financial Services M&A Value Realization](https://furtheradvisory.com/case-studies/financial-services-ma-value-realization/) - 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.
- [Data Governance Landscape Assessment](https://furtheradvisory.com/case-studies/data-governance-landscape-assessment/) - Companies worldwide are rethinking approaches to enterprise data governance, finding the right balance between control and flexibility… while keeping the regulators happy.
- [Payments FinTech Acquisition Due Diligence](https://furtheradvisory.com/case-studies/payments-fintech-acquisition-due-dilligence/) - 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.
- [Change Impact & Readiness Assessment](https://furtheradvisory.com/case-studies/change-impact-readiness-assessment/) - 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.
- [Digital Custody Solution Architecture](https://furtheradvisory.com/case-studies/digital-custody-solution-architecture/) - 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.
- [HR Technology Assessment & Strategy](https://furtheradvisory.com/case-studies/hr-technology-assessment-strategy/) - A major retailer needed an outside consultancy to come in and provide an objective perspective on which HR technology platform was right for them.
- [Grants Administration Software Request for Proposal](https://furtheradvisory.com/case-studies/grants-administration-software-request-for-proposal/) - 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.
- [Loan Servicing Vendor Proof of Concept Management](https://furtheradvisory.com/case-studies/loan-servicing-vendor-proof-of-concept-management/) - 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.
- [Consumer Banking Technology Strategy](https://furtheradvisory.com/case-studies/consumer-banking-technology-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.
- [Media Company IT Assessment & Strategy](https://furtheradvisory.com/case-studies/media-company-it-assessment-strategy/) - 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.
- [Tech Org Restructuring for Digital and Cloud](https://furtheradvisory.com/case-studies/tech-org-restructuring-for-digital-and-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.
- [Mergers & Acquisitions Market Growth Playbook](https://furtheradvisory.com/case-studies/mergers-acquisitions-market-growth-playbook/) - 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.
- [Grants Platform Implementation Management](https://furtheradvisory.com/case-studies/grants-platform-implementation-management/) - 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.
- [Divestiture Due Diligence](https://furtheradvisory.com/case-studies/divestiture-due-diligence/) - 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.
- [Journey to the Cloud Strategy and Mobilization](https://furtheradvisory.com/case-studies/journey-to-the-cloud-strategy-and-mobilization/) - 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.
- [Office of Change Management Leadership](https://furtheradvisory.com/case-studies/office-of-change-management-leadership/) - 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.
- [Data Strategy for Digital Trust & DDI](https://furtheradvisory.com/case-studies/data-strategy-for-digital-trust-ddi/) - 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.
- [IT Prioritization and Demand Management](https://furtheradvisory.com/case-studies/it-prioritization-and-demand-management/) - 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.
- [Data Management & Governance Strategy](https://furtheradvisory.com/case-studies/data-management-governance-strategy/) - 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.
- [Corporate T&E Industry Capability Assessment](https://furtheradvisory.com/case-studies/corporate-te-industry-capability-assessment-2/) - 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.
- [Artificial Intelligence Strategic Narrative & Roadmap](https://furtheradvisory.com/case-studies/artificial-intelligence-strategic-narrative-roadmap/) - 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.
- [Journey to the Cloud​ Discovery & Case for Change](https://furtheradvisory.com/case-studies/journey-to-the-cloud-discovery-case-for-change/) - 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.
- [Cyber Modernization Program Mobilization](https://furtheradvisory.com/case-studies/cyber-modernization-program-mobilization/) - 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.
- [Commercial Payments Interim Leadership](https://furtheradvisory.com/case-studies/commercial-payments-interim-leadership/) - 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.
- [Customer Success Model and Growth Playbook](https://furtheradvisory.com/case-studies/customer-success-model-and-growth-playbook/) - 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.
- [Activating Customer Personas](https://furtheradvisory.com/case-studies/activating-customer-personas/) - 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.
- [Small Business Personas, Journeys, & Segmentation](https://furtheradvisory.com/case-studies/small-business-personas-journeys-segmentation/) - 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.

## Jobs

- [Azure Cloud Engineer](https://furtheradvisory.com/careers/azure-cloud-engineer/) - Further Advisory is currently seeking an experienced Cloud Engineer to support a client as an Azure Cloud Consultant. This position will allow you to play a crucial role in helping organizations achieve their goals through tailored cloud solutions. Role Overview As an Azure Cloud Consultant, you will use cutting-edge cloud and data technologies to design
- [Senior Business Analyst – Financial Services](https://furtheradvisory.com/careers/senior-business-analyst-financial-services/) - Further Advisory is currently seeking highly qualified Senior Business Analysts to join our team and work with a prestigious financial services client. Role Overview As a Senior Business Analyst, you will play a pivotal role in shaping and delivering key projects within a large financial institution. You will be responsible for gathering, analyzing, and documenting

## News

- [Welcome to Further<BR>Season 4: High Interest](https://furtheradvisory.com/news/welcome-to-further-season-4-high-interest/) - October 2020. A wonderland of promise, a perfect time to have a young baby, a 3-year-old, and a fledgling boutique advisory firm, all operating out of the same home/office. Right? Well... as it turns out, it actually was. The consulting world changed along with everything else. In a time of physical isolation, every opportunity to

## People

- [Andrea Hasaka](https://furtheradvisory.com/people/andrea-hasaka/) - Transformational Leader in Wealth Management
- [Sean Gilligan](https://furtheradvisory.com/people/sean-gilligan/) - Customer Strategist
- [Kristen Wescott Schneider](https://furtheradvisory.com/people/kristen-wescott-schneider/) - International Business Growth Specialist
- [George Ashkar](https://furtheradvisory.com/people/george-ashkar/) - Digital Strategy Leader
- [Svetlana Javakhyan](https://furtheradvisory.com/people/svetlana-javakhyan/) - Digital Assets & AI Strategist
- [Sherley Pradeepkumar](https://furtheradvisory.com/people/sherley-pradeepkumar/) - Associate Manager
- [Chris Lockhart](https://furtheradvisory.com/people/chris-lockhart/) - Technology Strategy Leader
- [John Steggles](https://furtheradvisory.com/people/john-steggles/) - Senior Director
- [Annalie Killian](https://furtheradvisory.com/people/annalie-killian/) - Strategic Advisor
- [Amita Kheterpal](https://furtheradvisory.com/people/amita-kheterpal/) - Consumer Fintech Leader
- [Rebecca Knoll](https://furtheradvisory.com/people/rebecca-knoll/) - Healthcare Strategy & Value-Based Care Advisor
- [Amy Silkebaken](https://furtheradvisory.com/people/amy-silkebaken/) - Transformational Leader
- [Ethan Baker](https://furtheradvisory.com/people/ethan-baker/) - Senior Technology Leader
- [Hervé Kouna](https://furtheradvisory.com/people/herve-kouna/) - Financial Services Strategy Consultant
- [Sean Sell](https://furtheradvisory.com/people/sean-sell/) - Insurance Strategy & Transformation Leader
- [Brett Pentz](https://furtheradvisory.com/people/brett-pentz/) - Growth Specialist
- [Saira Mushtaq](https://furtheradvisory.com/people/saira-mushtaq/) - Project Manager
- [Abbas Kazmi](https://furtheradvisory.com/people/abbas-kazmi/) - Capital Markets Leader
- [John Adams](https://furtheradvisory.com/people/john-adams/) - Strategic Technology Advisor
- [Kristi Pihl](https://furtheradvisory.com/people/kristi-pihl/) - Principal Advisor
- [Vivek Hemdev](https://furtheradvisory.com/people/vivek-hemdev/) - Digital Transformation Consultant
- [Farhat Naweed](https://furtheradvisory.com/people/farhat-naweed/) - Data Management & AI Subject Matter Expert
- [David Bilgoray](https://furtheradvisory.com/people/david-bilgoray/) - Market Research & Insights Leader
- [Dee Dee Gonzales](https://furtheradvisory.com/people/dee-dee-gonzales/) - Change Management Leader
- [Farzaneh Nourmohammadi](https://furtheradvisory.com/people/farzaneh-nourmohammadi/) - Technology Leader
- [Jenny Van Huisen](https://furtheradvisory.com/people/jenny-van-huisen/) - Sr. Business Systems Analyst
- [Jeff Catalina](https://furtheradvisory.com/people/jeff-catalina/) - Partner & Senior Vice President
- [Maria Jose Perez](https://furtheradvisory.com/people/maria-jose-perez/) - Executive Assistant
- [Harish Mysore](https://furtheradvisory.com/people/harish-mysore/) - Strategy and Transformation Leader
- [Irene Cheung](https://furtheradvisory.com/people/irene-cheung/) - Business Transformation Leader
- [Patrick Milholland](https://furtheradvisory.com/people/patrick-milholland/) - Enterprise Architect
- [Dominic Digby](https://furtheradvisory.com/people/dominic-digby/) - Payments Standards Specialist
- [Alberto Martellini](https://furtheradvisory.com/people/alberto-martellini/) - B2B Payments & Venture Innovation Specialist
- [Will Edelmuth](https://furtheradvisory.com/people/will-edelmuth/) - Program and Product Management Executive
- [LeRoy Cole](https://furtheradvisory.com/people/leroy-cole/) - Payments Strategy Specialist
- [Scott Hardingham](https://furtheradvisory.com/people/alex-upton-2/) - Customer Engagement & Loyalty Leader
- [Praz Bala](https://furtheradvisory.com/people/praz-bala/) - Sr. Program Manager
- [Rick Mattingly](https://furtheradvisory.com/people/rick-mattingly/) - Risk & Procurement Executive
- [Maria Lilly](https://furtheradvisory.com/people/maria-lilly/) - Marketing & Communications Strategist
- [Michael Morley](https://furtheradvisory.com/people/michael-morley/) - Delivery & Operations Executive
- [Kris Kersey](https://furtheradvisory.com/people/kris-kersey/) - Business Transformation Executive
- [Spencer Mantis](https://furtheradvisory.com/people/spencer-mantis/) - Digital Transformation Specialist
- [Mega Rankin](https://furtheradvisory.com/people/mega-rankin/) - Senior Director
- [John Reid](https://furtheradvisory.com/people/john-reid/) - Senior Director
- [Jaik Balakumar](https://furtheradvisory.com/people/jaik-balakumar/) - Senior Director
- [Jim Conzemius](https://furtheradvisory.com/people/jim-conzemius/) - Senior Director
- [Sean Oakley](https://furtheradvisory.com/people/sean-oakley/) - Senior Director
- [Rachel Firestone](https://furtheradvisory.com/people/rachel-firestone/) - Senior Director
- [Lindsay Wilson](https://furtheradvisory.com/people/lindsay-wilson/) - Senior Director
- [Gavin Wassung](https://furtheradvisory.com/people/gavin-wassung/) - Senior Director
- [B. Andrew Dye](https://furtheradvisory.com/people/andrew-dye/) - Partner & Vice President
- [Rohit Srivastava](https://furtheradvisory.com/people/rohit-srivastava/) - Partner & Vice President
- [Maria D'Albert](https://furtheradvisory.com/people/maria-dalbert/) - Partner & Vice President
- [Mike Farley](https://furtheradvisory.com/people/mike-farley/) - Partner & Vice President
- [Melissa Borschnack](https://furtheradvisory.com/people/melissa-borschnack/) - Customer Success & IT Transformation Executive
- [Garrett Cerulli](https://furtheradvisory.com/people/garrett-cerulli/) - Customer Success & IT Transformation Executive
- [John Gibbon](https://furtheradvisory.com/people/john-gibbon/) - AI & Product Executive
- [Moroni Noronha](https://furtheradvisory.com/people/moroni-noronha/) - Data Strategy & Governance Advisor
- [Charles Fletcher](https://furtheradvisory.com/people/charles-fletcher/) - Product Strategy & Execution Leader
- [Dean Sheaffer](https://furtheradvisory.com/people/dean-sheaffer/) - CEO Advisor
- [Subhash Khatri](https://furtheradvisory.com/people/subhash-khatri/) - Payments & Credit Risk Expert
- [Gina Principato](https://furtheradvisory.com/people/gina-principato/) - Go-To-Market Leader
- [Karen Brown](https://furtheradvisory.com/people/karen-brown/) - Financial Services Transformation Leader
- [Erin Catalina](https://furtheradvisory.com/people/erin-catalina/) - Digital & Brand Strategist
- [Vanessa Rudin](https://furtheradvisory.com/people/vanessa-rudin/) - Senior Business & Technology Analyst
- [Ryan Nesbitt](https://furtheradvisory.com/people/ryan-nesbitt/) - Project Lead & Transformation SME
- [Joanna M. Townsend](https://furtheradvisory.com/people/joanna-w-townsend/) - Go-to-Market & Revenue Growth Leader
- [TK Baltimore](https://furtheradvisory.com/people/tk-baltimore/) - Digital Product Expert
- [Amber Belcher](https://furtheradvisory.com/people/amber-belcher/) - B2B Payments, Compliance & Operational Expert
- [Derek Martin](https://furtheradvisory.com/people/derek-martin/) - Digital Marketing & Tech Transformation Executive
- [June W Choi](https://furtheradvisory.com/people/june-w-choi/) - AI & Tech Innovation Strategist
- [Margot Lockwood-Stein](https://furtheradvisory.com/people/margot-lockwood-stein/) - Digital Banking Executive
- [David Bernotas](https://furtheradvisory.com/people/david-bernotas/) - Sr. Economics Analyst
- [Jaramogi Adams](https://furtheradvisory.com/people/jaramogi-adams/) - Transformation Advisor
- [Michael Czyz](https://furtheradvisory.com/people/michael-czyz/) - CTO & Technology Innovator
- [Armelle Moulin-Lantz](https://furtheradvisory.com/people/armelle-moulin-lantz/) - Strategic Data & Analytics Advisor
- [Niko Pipaloff](https://furtheradvisory.com/people/niko-pipaloff/) - Architect & Innovator
- [Sam Vallandingham](https://furtheradvisory.com/people/sam-vallandingham/) - Senior Banking and Payments Executive
- [Gwenn Lazar](https://furtheradvisory.com/people/gwenn-lazar/) - Global Partnership Executive
- [Misha Lapcevic](https://furtheradvisory.com/people/misha-lapcevic/) - Senior Payments Expert
- [Jennifer Zhang](https://furtheradvisory.com/people/jennifer-zhang/) - Payments Product & CX Strategist
- [Michael Cattanach](https://furtheradvisory.com/people/michael-cattanach/) - Enterprise Transformation Leader
- [Neil Giblin](https://furtheradvisory.com/people/neil-giblin/) - Transformational Leader
- [Vineet Gupta](https://furtheradvisory.com/people/vineet-gupta/) - Digital Banking & Payments GM
- [Michelle Demarco](https://furtheradvisory.com/people/michelle-demarco/) - Finance Executive & Transformational Leader
- [Russ Palay](https://furtheradvisory.com/people/russ-palay/) - Payments and FinTech Advisor
- [Marik Brockman](https://furtheradvisory.com/people/marik-brockman/) - Insurance Strategist
- [Tomasz Skowronek](https://furtheradvisory.com/people/tomasz-skowronek/) - Transformational Leader & Technology Advisor
- [Savita Phatak](https://furtheradvisory.com/people/savita-phatak/) - Product Strategist
- [Oliver Halter](https://furtheradvisory.com/people/oliver-halter/) - Data & Solutions Architect
- [Ryan Berger](https://furtheradvisory.com/people/ryan-berger/) - Growth Strategist
- [Randy Patton](https://furtheradvisory.com/people/randy-patton/) - Technology Executive & Transformational Leader
- [Dawn Boney](https://furtheradvisory.com/people/dawn-boney/) - Transformational Leader
- [John Hass](https://furtheradvisory.com/people/john-hass/) - Banking & Transformation Leader
- [Clay Lockett](https://furtheradvisory.com/people/clay-lockett/) - Operational & Sales Strategist
- [Randy Howie](https://furtheradvisory.com/people/randy-howie/) - Strategy Consultant
- [Nick Barnes](https://furtheradvisory.com/people/nick-barnes-2/) - Delivery Executive
- [Kara Vlahos](https://furtheradvisory.com/people/nick-barnes/) - Marketing Executive
- [John Stame](https://furtheradvisory.com/people/john-stame/) - Enterprise Architect
- [Primo Gazzoli](https://furtheradvisory.com/people/primo-gazzoli/) - Transformation Leader
- [Kevin Bouey](https://furtheradvisory.com/people/kevin-bouey/) - Enterprise Innovation & Startup Advisor
- [Ken Shirilla](https://furtheradvisory.com/people/ken-shirilla/) - Operations Executive
- [Nowsor Mizra](https://furtheradvisory.com/people/nowsor-mizra/) - Program Director
- [James Rosen](https://furtheradvisory.com/people/james-rosen/) - Growth Strategist
- [Abby Kwok](https://furtheradvisory.com/people/abby-kwok/) - Risk Management & Regulatory Specialist
- [Anika Marpaka](https://furtheradvisory.com/people/anika-marpaka/) - Business Transformation Leader
- [Barry Tooker](https://furtheradvisory.com/people/barry-tooker/) - Principal
- [Brian Tumpowsky](https://furtheradvisory.com/people/brian-tumpowsky/) - Digital Program Manager
- [Silvia Korchumova](https://furtheradvisory.com/people/silvia-korchumova/) - CX & Product Leader
- [Bunmi Oladunjoye](https://furtheradvisory.com/people/bunmi-oladunjoye/) - Operations Consultant
- [Carl Larkin](https://furtheradvisory.com/people/carl-larkin/) - Payments Technology Executive
- [Brian Stein](https://furtheradvisory.com/people/brian-stein/) - Technology Strategist
- [David True](https://furtheradvisory.com/people/david-true/) - Payments Specialist
- [Michael Kleinberg](https://furtheradvisory.com/people/michael-kleinberg/) - Transformation Leader
- [Emma McKeon-White](https://furtheradvisory.com/people/emma-mckeon-white/) - Visual Designer
- [Lauren Lorberbaum](https://furtheradvisory.com/people/lauren-lorberbaum/) - Program Manager
- [Sam Shevat](https://furtheradvisory.com/people/sam-shevat/) - Financial Executive
- [Michaux Raine](https://furtheradvisory.com/people/michaux-raine/) - Technology Executive
- [Krishan Patel](https://furtheradvisory.com/people/krishan-patel/) - CIO Advisor
- [David Baker](https://furtheradvisory.com/people/david-baker/) - Enterprise Architect
- [Nathalie Bittar](https://furtheradvisory.com/people/nathalie-bittar/) - Product Strategist
- [Rob Gordick](https://furtheradvisory.com/people/rob-gordick/) - Agile Leader
- [Tony Belilovskiy](https://furtheradvisory.com/people/tony-belilovskiy/) - Customer Strategist
- [Alessandra Lariu](https://furtheradvisory.com/people/alessandra-lariu/) - Product Strategist
- [Kevin Karjala](https://furtheradvisory.com/people/kevin-karjala/) - Program Manager
- [Michael Gadberry](https://furtheradvisory.com/people/michael-gadberry/) - Enterprise Technical Architect
- [John Schultz](https://furtheradvisory.com/people/john-schultz/) - Technical Program Manager
- [Aki Balogh](https://furtheradvisory.com/people/aki-balogh/) - Go-to-Market Strategist
- [Andy Rocklin](https://furtheradvisory.com/people/andy-rocklin/) - Healthcare Thought Leader
- [Amotz Segal](https://furtheradvisory.com/people/amotz-segal/) - Program Manager
- [Jane Zennario](https://furtheradvisory.com/people/jane-zennario/) - Cap Markets Senior Business Analyst
- [Scott Hamilton](https://furtheradvisory.com/people/scott-hamilton/) - Senior Payments Consultant
- [Tristan Chown](https://furtheradvisory.com/people/tristan-chown/) - Financial Services Leader
- [Savannah Enright](https://furtheradvisory.com/people/savannah-enright/) - Customer Experience Strategist
- [Nheeda Enriquez](https://furtheradvisory.com/people/nheeda-enriquez/) - Customer Experience Strategist
- [Scott Foust](https://furtheradvisory.com/people/scott-foust/) - Product & Program Delivery Expert
- [Jennifer Fischer](https://furtheradvisory.com/people/jennifer-fischer/) - Digital Banking Executive
- [Dori Samia](https://furtheradvisory.com/people/dori-samia/) - Program Executive
- [Ed Garcia](https://furtheradvisory.com/people/ed-garcia/) - Transformation Executive
- [Lisa Proulx](https://furtheradvisory.com/people/lisa-proulx/) - Delivery Leader
- [Ron Zika](https://furtheradvisory.com/people/ron-zika/) - Technology Strategist
- [David Durant](https://furtheradvisory.com/people/david-durant/) - Go-to-Market Delivery Consultant
- [Smith Forte](https://furtheradvisory.com/people/smith-forte/) - Product Executive
- [Ville Helenius](https://furtheradvisory.com/people/ville-helenius/) - Transformation Leader
- [Magnus Ahlström](https://furtheradvisory.com/people/magnus-ahlstrom/) - Commercial Growth Consultant
- [Dennis Cote](https://furtheradvisory.com/people/dennis-cote/) - Technology Business Enabler
- [Karim Rajwani](https://furtheradvisory.com/people/karim-rajwani/) - Senior Risk Executive
- [Paul Skippen](https://furtheradvisory.com/people/paul-skippen/) - Global Risk Executive
- [Michelle Fields](https://furtheradvisory.com/people/michelle-fields/) - Sr. Business Analyst
- [Steve Collins](https://furtheradvisory.com/people/steve-collins/) - Sr. Program Manager
- [Rajeev Shankar](https://furtheradvisory.com/people/rajeev-shankar/) - Transformation Leader
- [Dale Pickford](https://furtheradvisory.com/people/dale-pickford/) - Technology Executive
- [Andy Mantis](https://furtheradvisory.com/people/andy-mantis/) - Data Executive
- [Eric Dorre](https://furtheradvisory.com/people/eric-dorre/) - Capital Markets Executive
- [Eric Deraspe](https://furtheradvisory.com/people/eric-deraspe/) - Banking Executive
- [Christina Filip](https://furtheradvisory.com/people/christina-filip/) - Executive Assistant
- [Alex Sheyner](https://furtheradvisory.com/people/alex-sheyner/) - Technical Architect
- [Phil Fry](https://furtheradvisory.com/people/phil-fry/) - Data Strategist

## Categories

- [All](https://furtheradvisory.com/insights/all/)
- [Payments](https://furtheradvisory.com/insights/payments/)
- [Culture](https://furtheradvisory.com/insights/culture/)
- [Leadership](https://furtheradvisory.com/insights/leadership/)
- [Go-to-Market](https://furtheradvisory.com/insights/go-to-market/)
- [Banking](https://furtheradvisory.com/insights/banking/)
- [Technology Tranformation](https://furtheradvisory.com/insights/technology-tranformation/)
- [Integrated Risk Management](https://furtheradvisory.com/insights/integrated-risk-management/)
- [Insurance](https://furtheradvisory.com/insights/integrated-risk-management/insurance/)
- [Data & AI](https://furtheradvisory.com/insights/data-ai/)

## Tags

- [payments](https://furtheradvisory.com/insights/payments/)
- [contactless](https://furtheradvisory.com/insights/contactless/)
- [qr](https://furtheradvisory.com/insights/qr/)
- [covid](https://furtheradvisory.com/insights/covid/)
- [nfc](https://furtheradvisory.com/insights/nfc/)
- [AI](https://furtheradvisory.com/insights/ai/)
- [ArtificialIntelligence](https://furtheradvisory.com/insights/artificialintelligence/)
- [Innovation](https://furtheradvisory.com/insights/innovation/)
- [Regulation](https://furtheradvisory.com/insights/regulation/)
- [Asimov](https://furtheradvisory.com/insights/asimov/)
- [management](https://furtheradvisory.com/insights/management/)
- [brand](https://furtheradvisory.com/insights/brand/)
- [Agile](https://furtheradvisory.com/insights/agile/)
- [Architecture](https://furtheradvisory.com/insights/architecture/)
- [SAFe](https://furtheradvisory.com/insights/safe/)
- [EnterpriseArchitecture](https://furtheradvisory.com/insights/enterprisearchitecture/)
- [BusinessArchitecture](https://furtheradvisory.com/insights/businessarchitecture/)
- [BusinessMotivationalModel](https://furtheradvisory.com/insights/businessmotivationalmodel/)
- [marketing](https://furtheradvisory.com/insights/marketing/)
- [digitalmarketing](https://furtheradvisory.com/insights/digitalmarketing/)
- [customerexperience](https://furtheradvisory.com/insights/customerexperience/)
- [leadgeneration](https://furtheradvisory.com/insights/leadgeneration/)
- [datadrivenmarketing](https://furtheradvisory.com/insights/datadrivenmarketing/)
- [b2b](https://furtheradvisory.com/insights/b2b/)
- [#fintech](https://furtheradvisory.com/insights/fintech/)
- [#bankingasaservice](https://furtheradvisory.com/insights/bankingasaservice/)
- [partnerships](https://furtheradvisory.com/insights/partnerships-2/)
- [platformbanking](https://furtheradvisory.com/insights/platformbanking-2/)
- [BNPL](https://furtheradvisory.com/insights/bnpl/)
- [BuyNowPayLater](https://furtheradvisory.com/insights/buynowpaylater/)
- [Afterpay](https://furtheradvisory.com/insights/afterpay/)
- [Square](https://furtheradvisory.com/insights/square/)
- [B2C](https://furtheradvisory.com/insights/b2c/)
- [RiskManagement](https://furtheradvisory.com/insights/riskmanagement/)
- [Skynet](https://furtheradvisory.com/insights/skynet/)
- [#leadership](https://furtheradvisory.com/insights/leadership/)
- [#goals](https://furtheradvisory.com/insights/goals/)
- [#scouting](https://furtheradvisory.com/insights/scouting/)
- [#planning](https://furtheradvisory.com/insights/planning/)
- [KYC](https://furtheradvisory.com/insights/kyc/)
- [voc](https://furtheradvisory.com/insights/voc/)
- [cx](https://furtheradvisory.com/insights/cx/)
- [DeliveryModel](https://furtheradvisory.com/insights/deliverymodel/)
- [#consulting](https://furtheradvisory.com/insights/consulting/)
- [GTM](https://furtheradvisory.com/insights/gtm-2/)
- [newproduct](https://furtheradvisory.com/insights/newproduct/)
- [teamwork](https://furtheradvisory.com/insights/teamwork/)
- [productstrategy](https://furtheradvisory.com/insights/productstrategy/)
- [changemanagement](https://furtheradvisory.com/insights/changemanagement/)
- [ERP](https://furtheradvisory.com/insights/erp/)
- [REM](https://furtheradvisory.com/insights/rem/)
- [embeddedbanking](https://furtheradvisory.com/insights/embeddedbanking/)
- [embeddedfinance](https://furtheradvisory.com/insights/embeddedfinance/)
- [fintech](https://furtheradvisory.com/insights/fintech-2/)
- [blockchain](https://furtheradvisory.com/insights/blockchain/)
- [cross-border](https://furtheradvisory.com/insights/cross-border/)
- [ITStrategy](https://furtheradvisory.com/insights/itstrategy/)
- [customersuccess](https://furtheradvisory.com/insights/customersuccess/)
- [sales](https://furtheradvisory.com/insights/sales/)
- [culture](https://furtheradvisory.com/insights/culture/)
- [leadership](https://furtheradvisory.com/insights/leadership-2/)
- [wisdom](https://furtheradvisory.com/insights/wisdom/)
- [designthinking](https://furtheradvisory.com/insights/designthinking/)
- [bestpractices](https://furtheradvisory.com/insights/bestpractices/)
- [thinkagain](https://furtheradvisory.com/insights/thinkagain/)
- [nacha](https://furtheradvisory.com/insights/nacha/)
- [realtimepayments](https://furtheradvisory.com/insights/realtimepayments/)
- [canada](https://furtheradvisory.com/insights/canada/)
- [internationalbanking](https://furtheradvisory.com/insights/internationalbanking/)
- [digitaltransformation](https://furtheradvisory.com/insights/digitaltransformation/)
- [agility](https://furtheradvisory.com/insights/agility/)
- [change](https://furtheradvisory.com/insights/change/)
- [codered](https://furtheradvisory.com/insights/codered/)
- [Money2020](https://furtheradvisory.com/insights/money2020/)
- [AgenticCommerce](https://furtheradvisory.com/insights/agenticcommerce/)

## Client Name

- [Global Financial Services Company](https://furtheradvisory.com/case-studies/locale/global-financial-services-company/)
- [Fortune 500 Regional Bank](https://furtheradvisory.com/case-studies/locale/fortune-500-regional-bank/)
- [Federal Student Loan Processor](https://furtheradvisory.com/case-studies/locale/federal-student-loan-processor/)
- [Major Payments Processor](https://furtheradvisory.com/case-studies/locale/major-payments-processor/)
- [Multinational Comms. & Networking Tech Company](https://furtheradvisory.com/case-studies/locale/multinational-comms-networking-tech-company/)
- [Major U.S.-Canadian Bank](https://furtheradvisory.com/case-studies/locale/major-u-s-canadian-bank/)
- [Top 10 US Retailer](https://furtheradvisory.com/case-studies/locale/top-10-us-retailer/)
- [Major Student Loan Servicer](https://furtheradvisory.com/case-studies/locale/major-student-loan-servicer/)
- [Fortune 500 Custodian Bank](https://furtheradvisory.com/case-studies/locale/fortune-500-custodian-bank/)
- [Mid-market Digital Print and Media Company](https://furtheradvisory.com/case-studies/locale/mid-market-digital-print-and-media-company/)
- [Fortune 100 Financial Services Company](https://furtheradvisory.com/case-studies/locale/fortune-100-financial-services-company/)
- [Global Bank](https://furtheradvisory.com/case-studies/locale/global-bank/)
- [Retail Healthcare Company](https://furtheradvisory.com/case-studies/locale/retail-healthcare-company/)
- [Multi-Billion Dollar Mutual Insurance & Financial Services Firm](https://furtheradvisory.com/case-studies/locale/multi-billion-dollar-mutual-insurance-financial-services-firm/)
- [Global Commercial Bank](https://furtheradvisory.com/case-studies/locale/global-commercial-bank/)
- [Regional Bank](https://furtheradvisory.com/case-studies/locale/regional-bank/)
- [Global Fortune 100 Retail Bank](https://furtheradvisory.com/case-studies/locale/global-fortune-100-retail-bank/)
- [Fortune 500 Insurance Provider](https://furtheradvisory.com/case-studies/locale/fortune-500-insurance-provider/)
- [Virtual Healthcare Provider](https://furtheradvisory.com/case-studies/locale/virtual-healthcare-provider/)

## Job Status

- [Active](https://furtheradvisory.com/job-status/active/)

## Locale

- [US](https://furtheradvisory.com/case-studies/locale/us/)
- [Canada](https://furtheradvisory.com/case-studies/locale/canada/)
- [UK](https://furtheradvisory.com/case-studies/locale/uk/)
- [Australia](https://furtheradvisory.com/case-studies/locale/australia/)
- [Global](https://furtheradvisory.com/case-studies/locale/global/)

## Role Types

- [Contract - Full-Time](https://furtheradvisory.com/role-type/contract-full-time/)

## Services

- [Go-to-Market Acceleration](https://furtheradvisory.com/case-studies/services/go-to-market-acceleration/)
- [Leadership & Execution](https://furtheradvisory.com/case-studies/services/leadership-execution/)
- [Technology Transformation](https://furtheradvisory.com/case-studies/services/technology-transformation/)
- [Integrated Risk Management](https://furtheradvisory.com/case-studies/services/integrated-risk-management/)

## Sponsor

- [COO](https://furtheradvisory.com/case-studies/sponsor/coo/)
- [CIO](https://furtheradvisory.com/case-studies/sponsor/cio/)
- [Chief Marketing Officer](https://furtheradvisory.com/case-studies/sponsor/chief-marketing-officer/)
- [VP](https://furtheradvisory.com/case-studies/sponsor/vp/)
- [VP of Technology](https://furtheradvisory.com/case-studies/sponsor/vp-of-technology/)
- [VP of Data & Analytics](https://furtheradvisory.com/case-studies/sponsor/vp-of-data-analytics/)
- [VP of Product Development](https://furtheradvisory.com/case-studies/sponsor/vp-of-product-development/)
- [VP of Change Management](https://furtheradvisory.com/case-studies/sponsor/vp-of-change-management/)
- [Corporate CIO](https://furtheradvisory.com/case-studies/sponsor/corporate-cio/)
- [SVP](https://furtheradvisory.com/case-studies/sponsor/svp/)
- [SVP Strategy and Public Affairs](https://furtheradvisory.com/case-studies/sponsor/svp-strategy-and-public-affairs/)
- [Managing Director of Platform Engineering](https://furtheradvisory.com/case-studies/sponsor/managing-director-of-platform-engineering/)
- [VP Commercialization](https://furtheradvisory.com/case-studies/sponsor/vp-commercialization/)
- [Consumer Bank CIO](https://furtheradvisory.com/case-studies/sponsor/consumer-bank-cio/)
- [Division VP Marketing and Product](https://furtheradvisory.com/case-studies/sponsor/division-vp-marketing-and-product/)
- [CFO](https://furtheradvisory.com/case-studies/sponsor/cfo/)
- [CIO & VP Infrastructure and Cloud Services](https://furtheradvisory.com/case-studies/sponsor/cio-vp-infrastructure-and-cloud-services/)
- [VP Engineering](https://furtheradvisory.com/case-studies/sponsor/vp-engineering/)
- [SVP Head of Commercial Strategy](https://furtheradvisory.com/case-studies/sponsor/svp-head-of-commercial-strategy/)
- [CIO & CAO](https://furtheradvisory.com/case-studies/sponsor/cio-cao/)
- [CIO and VP of Enterprise Services](https://furtheradvisory.com/case-studies/sponsor/cio-and-vp-of-enterprise-services/)
- [Managing Director Cyber Security Architecture](https://furtheradvisory.com/case-studies/sponsor/managing-director-cyber-security-architecture/)
- [Commercial Cards](https://furtheradvisory.com/case-studies/sponsor/commercial-cards/)
- [Artificial Intelligence](https://furtheradvisory.com/case-studies/sponsor/artificial-intelligence/)
- [Head of US Retail Strategy](https://furtheradvisory.com/case-studies/sponsor/head-of-us-retail-strategy/)
- [SVP Chief Architect](https://furtheradvisory.com/case-studies/sponsor/svp-chief-architect/)
- [SVP Transformation](https://furtheradvisory.com/case-studies/sponsor/svp-transformation/)

## Team Types

- [Leadership](https://furtheradvisory.com/?team-type=leadership)
- [Principals](https://furtheradvisory.com/?team-type=principals)
- [Consultants & Advisors](https://furtheradvisory.com/?team-type=consultants-advisors)
- [Relationship Executives](https://furtheradvisory.com/?team-type=relationship-executives)
- [Practice](https://furtheradvisory.com/?team-type=practice)