Financial Services
Optimus SBR supports leading financial institutions across North America with their strategic initiatives
We understand the complexities and pressures faced in today’s highly regulated environment and balance the needs to satisfy external requirements with business requirements.
Our team of consultants bring real-world experience to each engagement and focus on delivering pragmatic and practical solutions. Working alongside your subject matter experts, our customized solutions ensure the right outcome for your unique challenges.
By combining our cross-functional experience in strategy development, process redesign, organizational alignment and project management, our team can help you define sound, actionable strategies, and support you through the design, build and execution of your initiatives.
We have industry experience in:
Capital Markets
Retail Banking
Wholesale Banking
Risk Management
Wealth Management
Insurance
Pension Funds
Corporate Functions
Operations
Fintech
Process Management
- Process Documentation, Analysis
and Redesign - End-to-End Process Re-engineering
and Transformation - Target Operating Model Development
- Robotic Process Automation
- Implementation Strategy
and Execution - Lean Six Sigma
Finance, Risk
and Compliance
- Accounting Standards and other
Regulatory-driven Transformation - Financial Controls Compliance
and Remediation - Statutory and Management Reporting
Review and Rationalization - AML Compliance and
Remediation Services - Regulatory Issues Identification
and Resolution - Risk Frameworks, Policies, Procedures
and Controls Implementation
Project & Program
Management
- Program and Project Management
- Program Management Office
Framework Development - Project/Program Health Checks
and Audits - Business Case Development
Data & Analytics
- Analytics Assessment
- Data Strategy & Governance
- Data Infrastructure
- Data Management
- Data Engineering
- Data Science & Analytics
- Data Visualization Training
Change Management
- Design and Enablement
- Change Assessment
- Implementation Support
- Transition and Transformation
- Communications
Strategy & Operations
- Strategy Design
- Customer Experience Strategy
and Design - Channel Transformation/Optimization
- Sales and Service Delivery
Transformation - Pricing Strategy
Learning & Enablement
- Leadership
- Team Building
- Raising Resilience
- Sales & Customer Service
- Human Resources
- Custom Learning Programs including myPractice
- Experiential Learning
- Learning Assessments
