Enabling Financial Services Firms to Navigate a Rapidly Changing Industry

Liberty has deep experience working with global financial services firms across product development, operations, and technology to solve their most complex problems and create value through our outcomes-based approach

Product Innovation & Delivery

Collaborating with financial institutions to evaluate, prioritize, define, construct, deliver, and measure the value of innovative products

BRINGING NEW PRODUCTS TO MARKET

  • Defined and delivered a new non-card lending product to capitalize on industry trends and address customer needs
  • Led the end-to-end launch of a complex card product
  • Optimized the merchant financing new product launch process to reduce cost and accelerate time to market

Business Architecture & Operations

Enabling clients to define the business capabilities they need now and in the future of financial services, while ensuring operating models are lean and efficient

DEFINING OPERATING MODELS & ROADMAPS

  • Defined value streams across Payments, Loyalty, and Servicing domains
  • Developed a multi-year product, capability, and technology roadmap

Transformation

Guiding financial services clients on the digital journey while delivering competencies such as DevOps, technology modernization and value stream implementation

ENABLING BUSINESS & TECHNOLOGY
TO COLLABORATE & EVOLVE

  • Developed an Application Modernization Maturity Model and leveraged it to improve speed, quality, and business benefits across card, banking, payments and servicing
  • Facilitated an enterprise transformation of delivery capabilities, from outsourced and offshore, to DevOps insourced and co-located onshore

Delivery Assurance

Providing hands-on program governance, financial services industry knowledge and outcome delivery for the highest risk, most complex programs that financial services firms undertake

LEADING & DRIVING
COMPLEX PROGRAMS

  • Established and drove a cross-functional program to invest in Big Data and enrich analytics capabilities across card and lending
  • Defined and delivered an international initiative to adopt new cross-border payment regulations

Cybersecurity

Identifying and quantifying the threats that financial services firms face and enabling them to operate safely in a digital economy

REMEDIATING RISK IN A
DIGITAL ENVIRONMENT

  • Identified, quantified and mitigated deep and dark web threats to customer and institutional data for a leading retail bank

Select Case Studies

Technology Value Optimization

By accelerating efforts to modernize some of the company’s legacy mainframe-based platforms, the team identified opportunities to reduce development and QA headcount by 20-30%.

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Enterprise Delivery Automation

A Global Credit Card & Payments provider made a strategic decision to transform its entire technology delivery organization into an Agile Delivery model. Liberty was engaged to assist with this strategic transformation.

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Tech Investment Op Model

A Global Credit Card & Payment provider was looking to reduce cost, enhance business partnership and become more responsive to changing market conditions through a transformed technology operating model.

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Meet a Few of Our Financial Services Principals

Alfredo Alvarez
Duane Block