A large commercial bank knew that it's large corporate clients were moving away from phone-based transactions to automated transactions via internet based systems.
A startup technology business in financial services had a business plan and start-up capital and needed a technology strategy to execute the business strategy. The plan was needed to define the future business and provide input to the financial projections for the company.
A large Australian commercial bank was losing market share and profitability to competitors. Market service delivery had changed from phone based transactions to electronic channels.
A large US investment bank started a new branch in Australia and wanted to build capabilities in financial markets including Treasury and foreign exchange. They needed to build the right team, systems and processes to build a strong business for the future.
A start up financial technology company needed to define a business plan to raise capital to fund the business through its first phase of development and growth.