Category: Financial Services

August 5, 2025
Rapid Implementation and Risk Control for a Leading Financial Services Firm

Modernizing intake and risk processes to accelerate transformation.

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July 16, 2025
Achieving Global Standardization with Local Delivery for a Large Financial Institution

Establishing alignment and reducing complexity to enable a scalable source-to-pay transformation.

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July 16, 2025
Mapping a Finance Leader's Path to Global Transformation with Focus

Establishing alignment and reducing complexity to enable a scalable source-to-pay transformation.

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May 16, 2024
Charting the Course of a $20b Global Financial Institution's Source-to-Pay Transformation Using Focus

With pressure to drive more value-for-money from third-party spend and a collection of disconnected legacy applications nearing end of useful life, Optis Consulting supported and guided a global financial services client through the critical Focus phase of their source-to-pay transformation journey.

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July 8, 2021
How a $20b Global Financial Institution Charted the Course of Their Source-to-Pay Transformation

With pressure to drive more value-for-money from third-party spend and a collection of disconnected legacy applications nearing end of useful life, Optis supported and guided a global financial services client through the critical Focus phase of their source-to-pay transformation journey.

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