Our banking experience has touched upon almost every area; cash management, payments, lending, branch and deposit operations, financial servicesforeign exchange, letters of credit, anti-money laundering (AML), collateral management, and more. We have managed new product launches, branch expansions and promotions, run operations areas, and built data centers. We have assisted funds transfer software providers, cash management and payments vendors, foreign exchange consultants, and ACH processors.

Financial Services Clients have included:

  • The FRB of Boston - Consumer Payments Research Center
  • BankersHub Webinars
  • Brookline Bank
  • Cambridge Savings Bank
  • Compliance Online Webinars
  • Eastern Bank
  • ESP Payments (Phoenix Marketing International)
  • Greenwich Associates Research
  • JPMorgan Chase
  • Merchants Bank (VT)
  • Middlesex Savings Bank
  • Whitney Bank


Case studies contain the right information to get buy-in across your prospect’s company. Here are some case studies of work we’ve done for financial services companies. Your successes should be highlighted accordingly.