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Saturday, February 24, 2024

Financial Services

Related Consultants

Aaron Byrne
Aaron Byrne
EY Parthenon
Financial Services Leader
Aaron Byrne has served as Financial Services Leader at EY Parthenon for the last five years. He has been hailed as a major driver of growth for financial services and financial technology companies, offering unmatched experience in transaction and transformation services. In addition to his accomplishments with EY Parthenon, Byrne was known for delivering next-level results in strategy and transformation while with BearingPoint, Trammell Crow, and Illinois Business Consulting. For his remarkable achievements with EY that resulted in the execution of more than $35 billion in transactions since joining the firm, Byrne was honored as an emerging leader and 40 under 40 by multiple industry organizations. He holds a Bachelor’s degree in environmental design and architecture from Texas A&M University as well as an MBA in finance from the University of Illinois Urbana-Champaign.
Sankar Krishnan
Sankar Krishnan
EVP, Banking & Capital Markets, Head of Digital Assets
Sankar Krishnan is Executive Vice President and Head of Digital Assets with Capgemini. He has responsibility for the global go-to-market for Capgemini’s digital assets capabilities. He is also responsible for strategy and corporate development. Krishnan has held a variety of roles at Capgemini including Head of Business Development for North America and the U.K. Prior to joining Capgemini, Krishnan was a career Corporate and Transaction Services Banker with Citigroup and Standard Chartered Bank, where he spent over two decades in a variety of roles across North America, the U.K., Middle East, North Africa, and Asia. Krishnan is the author of “The Power of Mobile Banking,” published by Wiley in 2014 and listed in Fintech’s Top 4 Books for 2014. He has contributed to leading financial media including BBC, BBC America, American Banker, Forbes, BNN, CNBC and spoken at several industry conferences. Sankar is on several of Capgemini’s digital and innovation forums including Capgemini’s Financial New Tech Challenge 2022.
Nageswar Cherukupalli
Nageswar Cherukupalli
Senior Vice President and Sales Head
Nageswar Cherukupalli is an accomplished leader with more than 28 years of experience across multiple leadership roles and manages relationships with marquee financial services clients. He is part of the global financial services executive leadership team at Infosys, with expertise spanning across various business competencies, including sales, strategy, consulting, marketing, and general management. Cherukupalli has partnered with prominent financial services organizations to drive large-scale transformations and innovation at the intersection of business and technology. He is consistently focused on bringing unique cutting-edge solutions through collaborating across his network, including a wide ecosystem of analysts, advisors, experts, startups (fintech), and established industry players. Cherukupalli is an alumnus of Harvard Business School and holds a Bachelors of Technology in electronics and communication. He has keen interest in content, culture, creativity and collaboration, in addition to being a strong advocate for diversity and inclusion. He has written many blogs and spoken at multiple financial services, product and technology events.
Fergus Gordon
Fergus Gordon
Managing Director and Global Client Account Lead
Fergus Gordon has more than 20 years of experience advising C-level executives in the global retail and commercial banking industries. Currently, he serves as a Managing Director and Global Client Account Leader for Accenture, with capabilities in digital, cloud, and security. In his leadership role, he specializes in the areas of customer strategy, digital engagement, strategic transformation program design, planning, and delivery. Gordon joined Accenture in 2016 as a Managing Director of Greater China Banking and later served as Banking Practice Lead in Growth Markets. He also spent more than a decade previously as a Partner in Financial Services Management Consulting with Accenture from 1999 to 2012. Between his tenures, he served as a Partner in the Financial Institutions Group with A.T. Kearney. He holds a Bachelor’s degree in economics and accounting from the University of New South Wales.
Florian Forst
Arthur D. Little
Partner, Head of Financial Services Central Europe
Florian is a Partner and member of ADL’s global Financial Services Core Management Team and Head of Financial Services Central Europe. He supports top decision makers of leading financial institutions mainly in Germany and Austria on strategy, innovation, and cutting edge topics as well as on all aspects of digital business models. Forst started his career with McKinsey & Company in 2000. He moved to UniCredit Group in 2007 to establish and lead the inhouse-consulting unit, supporting the group across Europe in highly demanding growth, restructuring, and change projects. In 2016, he joined zeb consulting, a leading European consulting boutique focused on financial services, as a Partner. There, he built his client franchise, advising senior leaders of international/European universal banks, German private banks, financial services infrastructure providers, and PE firms. He is a lawyer by training, having studied at the Universities of Munich and Oxford. He holds a PhD in Company Law from the University of Munich.
Mike Lee
Michael Lee
Global Wealth and Asset Management Leader
Mike Lee has been a major figure in EY’s clients operation in the wealth and asset management spheres. Boasting a 30-year track record of leadership excellence, Lee specializes in directing agile teams that help financial services clients adapt to new and changing circumstances. His work with EY frequently takes him around the world, which enables him to build a diverse perspective leading to the development and launch of groundbreaking new strategies. Lee is widely known as a thought leader on the key issues facing the wealth and asset management industry.
Isabelle Santenac
Global Insurance Leader
As Global Insurance Leader at Ernst & Young, Isabelle Santenac is responsible for driving a team of more than 18,000 to transform how the world’s insurers do business. A self-described “champion for nurturing talent and diversity” across the EY organization, she heads the company’s contributions to protect the world’s most vulnerable populations as treasurer and board member of the nonprofit organization Positive Planet. Santenac first began her celebrated tenure at EY in 2003, working as a financial services leader in French markets before rising to her current position in 2019. Her illustrious career began over more than 14 years as a partner at Arthur Andersen. She earned a Master’s degree in management from ESCP Business School.
John Collins - FTI Consulting
John Collins
Deep Vertical AI

• John has an unrivalled track record pioneering specialized AI consulting services — from cloud to core. He provides deep vertical solutions with precision focus and on-demand cloud agility for clients who prioritize information security and domain specificity.

• John specializes in large-scale AI systems that leverage AI agents, language models, and deep learning. John stands out in the industry for building and deploying deep vertical AI solutions that seamlessly integrate business knowledge with cutting-edge AI to deliver domain-specific solutions, securely and at scale.

• John offers advanced AI solutions tailored to complex and nuanced business challenges that demand a profound understanding and sophisticated AI models. His approach goes beyond the mere application of AI, aiming to enhance the capabilities of AI within specific contexts. This strategy ensures the delivery of superior competitive and comparative advantages to his clients.

Ken Joseph
Managing Director, Financial Services Compliance and Regulation
Ken Joseph is a Managing Director and Head of the Financial Services Compliance and Regulation Practice for the Americas at Kroll, based in the New York office. From 2018-2020, he served as Global Leader of Kroll’s Disputes Consulting Practice. He is also a fellow of the Kroll Institute, providing thought leadership on a variety of financial services and regulatory matters, as well as head of the firm’s cryptocurrency task force. Joseph focuses on serving clients who need informed and proven strategies to successfully navigate a broad spectrum of threats arising from investigations, compliance examinations, litigation, and crisis scenarios. He has provided expert testimony and reports on various regulatory compliance and enforcement matters, counseled on multiple high-profile investigations, advised SEC-registered entities on ESG policies and practices, conducted due diligence in the context of M&A transactions, and guided innovators on various digital currency structures and proposed offerings. He has a unique combination of front-line expertise and experience in U.S. securities law, regulatory compliance, and corporate governance, and has served with distinction for a total of over 21 years in the U.S. Securities and Exchange Commission.
Nicole Bodack
Nicole Bodack
Managing Director, Capital Markets, Growth Markets Lead
Nicole Bodack is a Managing Director in Financial Services for Accenture, specializing in information technology services and consulting. She is a management and technology consulting executive with 21 years of experience working with leading financial services institutions across the globe. She currently serves as Growth Markets Industry Lead for Capital Markets for Asia Pacific, Africa, the Middle East, and Latin America. She is also responsible for the company's wealth and asset management business in the regions. In her 20-plus years with Accenture, she has directed numerous large-scale and complex transformation programs and provides pragmatic advisory services across corporate and investment banking, wealth management, and asset management. She is also a leader in the firm’s diversity and inclusion initiatives and a mentor for female talent developing their careers. She holds a diploma in economics and banking from the Berlin School of Economics and Law.
Paul Nockels
Paul Nockels
National Capital Markets Industry Leader
Paul is RSM’s National Capital Markets Industry Leader focused on assurance, tax, and consulting services to broker-dealers, futures commission merchants, exchanges, clearing organizations and proprietary trading firms. He brings more than 30 years of experience serving clients, including assisting with interpretations and applications of SEC and CFTC net capital guidelines, CFTC segregation and secured rules, and SEC customer protection regulations. Paul is a graduate of RSM’s Executive Leadership Academy and is recognized for driving client and talent experience, including most recently as RSM’s Chief Diversity Office Award recipient. Paul is a frequent moderator and speaker at industry seminars on accounting and regulatory matters and served on several external and internal peer reviews of financial services practices.
Titus Bocseri
Titus Bocseri
Managing Director, Global Strategy
During his extensive experience, Titus Bocseri helped companies accelerate development and introduction of products and services, lower costs, comply with changing regulations and better align business and technology investments. He partners with executive teams at leading insurance companies to transform around strategic growth initiatives, strategic cost reduction, business and operating strategy, and organizational and cultural transformation. In his tenure as the Managing Director of the Global Slalom Strategy, Bocseri has built strong relationships with all the strategic business units across the company and worked with them on strategic initiatives. He assessed implications of key future trends and strategic issues impacting the industry and the company, led the expansion to new markets, and set-up strategic alliances. He holds an MBA from Columbia Business School – dual emphasis on Corporate Strategy and Finance. In addition, he has an MS in Integrated Weapons Systems at Military Technical Academy.
Ioannis Michos
Ioannis Michos
Tata Consultancy Services
Managing Partner and EMEA Head of Financial Services and Insurance Consulting Practice
Ioannis Michos is a Managing Partner in Tata Consulting Services, where he heads the financial services and insurance consulting practice in EMEA. Michos is an acclaimed thought leader in the industry and throughout his career has been involved and led some of the most iconic initiatives in the financial services and insurance sector. Michos serves clients across geographies and advises executives on complex strategic, operational, financial, risk, and technology related topics, which enable them to achieve material operational efficiencies, cost benefits, improved bottom lines, superior operating results, and increased profitability. Under his leadership TCS’s financial services and insurance consulting practice has experienced a three-digit year on year growth over the past four years. Prior to joining TCS, Michos served in multiple senior executive positions in organizations like Willis Towers Watson, PwC, Grant Thornton and Achmea Group. He also holds a Master of Science in Management, a Bachelor of Science in Economics, an executive degree on growth and transformation from INSEAD. He is also a chartered accountant (FCCA) and a CFA Charter holder.