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"TurtleBay Advisory Services advisors have an incredible understanding of how operations and technology can support and enhance business transformations efforts. The team is skilled at both strategy and implementation."

Our Approach


"Genius is one per cent inspiration, ninety-nine per cent perspiration." Thomas Edison

Change-particularly transformational change-is difficult. TurtleBay Advisory Services understands that successful change and growth can only occur if the organization is prepared to do the hard work to execute a well-thought out strategic plan.

That’s why TBAS has created our Proven Transformation Methodology to guide organizations successfully through change. We’ve implemented this methodology with great success at financial services organizations with many different operating models, infrastructures, staff skill sets, and business challenges and opportunities

The result is a roadmap that clearly details how people, processes, and technology must converge for a successful transformation.



TBAS Proven Transformation Methodology can help you bridge the gap between managing your business and transforming your business.

The TBAS Difference


At TurtleBay Advisory Services, we believe that innovation is about nurturing good ideas, managing change, and executing effectively.

But innovation for innovation sake is not enough. Today’s financial services firms need to improve profitability, reduce costs, comply with regulations, and mitigate risk as never before.

TBAS is focused on delivering real, measurable business results to the financial services industry.