FINANCIAL SERVICES
OUR FINANCIAL SERVICES PRACTICE HAS WORKED EXTENSIVELY WITH CLIENTS IN RETAIL AND COMMERCIAL BANKING, SECURITIES BROKERAGE, WEALTH MANAGEMENT, ASSET MANAGEMENT, CREDIT AND DEBIT CARDS, STUDENT LENDING AND INSURANCE.
Our practice is comprised of financial industry veterans who held senior positions in banking, brokerage, cards, insurance, long-only and alternative investments, asset management and private equity. Clients have engaged us to assist with a wide range of growth-oriented projects including product innovation, retail network optimization, customer segmentation and targeted marketing, online platform development, seeding and launching of new investment funds, and post-merger integration.
We have also worked with a broad range of financial institutions on performance improvement programs that have achieved significant revenue growth and cost reduction results. Our featured projects illustrate some of the types of opportunities we help private equity and corporate development clients address.
Retail / Consumer Banking
Business / Commercial Banking
Online & Mobile Banking
Private Banking & Wealth Management
Investment Brokerage
Cards: Credit, Debit, Stored Value
Student Lending
Mortgages
Insurance
Mutual Funds
Hedge Funds & Alternative Investments
Product Design & Roll-out
Retail Branch Optimization
Competitive Assessments
Benchmarking and Best Practice Alignment
Customer Segmentation and Targeting
Online Banking and Brokerage
Deposits and Lending
Credit Risk, Recoveries & Collections
Performance Improvement
Compensation and Incentives
Procurement Management
FEATURED PROJECTS
Private Banking Launch
We led the design and development of a new Private Banking program for a regional bank, to expand relationships with their core business account customers.
Investment Product Innovation
Silver Ridge Advisors drove the development of a new personal investment product for a top 3 online securities brokerage, combining equity index exposure with fixed income liquidity.
Securities Brokerage Performance Improvement
Our team led a company-wide organic growth and performance improvement program for a top 5 U.S. securities brokerage, resulting in overall higher profitability and growth driven by expanded offerings.
FINANCIAL SERVICES CONSULTANTS
Daryl Twitchell
Daryl is the Founder and Managing Partner of Silver Ridge Advisors (SRA), an elite management consultancy started in 2008 with clients across the world. He has over 25 years of…
Iain Paine
Iain is a senior operations, technology and program management leader with more than 20 years of experience in business transformation. He specializes in helping companies optimize their end-to-end business flows…
Inderpal Singh
Inderpal has more than 20 years of experience in strategy consulting, business innovation, product development, startups, investments, systems integration, and strategic marketing. He has worked with clients in financial…
Ron Sheklin
Ron is a Managing Director at SRA with more than 20 years of experience in management consulting, strategic planning, product and market development, and innovation. He has assisted Fortune 500…
Tim Lemmon
Tim is an accomplished, results-oriented C-level operator, advisor and investor, with over 30 years of experience with startups to Fortune 25 companies across a diversity of industries including consumer digital…
Rob DiGisi
Rob is an experienced leader and operations manager with brand management, sales and marketing, operations, P&L, strategic planning and team leadership expertise applied across an array of consumer and marketing-driven…
Anne Schimmeck
Anne has 18 years of experience in financial analysis, modeling, budgeting, strategic planning, performance improvement, product development, CRM systems, software implementation and systems integration. She has worked for growing mid-sized…
Gina Chute
Gina is an experienced operations and business management consultant at SRA, with a focus on the management of complex projects across multiple workstreams and constituents, such as post-merger integrations. Her…
Jeremy Rabson
Jeremy is an Executive Advisor to Silver Ridge and leads Marketing for SANS Institute, the global leader in cybersecurity training and research. He has more than 25 years of experience…