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Testimonials

"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."

Verticals & Services


Here are just a few of the services we provide to leading organizations in the capital markets, banking, and insurance industry:

Business Transformation

  • Strategic alignment facilitation.
  • Goal and objective setting.
  • Business case development.
  • Transformation standards and governance.
  • Information and communications deployment and management.

Process Design and Improvement

  • Scorecard, metrics, target development, and measurement.
  • Continuous improvement program development.
  • Program Management Office implementation.
  • Standards and governance establishment.
  • Business architecture and future state environment design.

Operational Risk Management

  • Cybersecurity
  • RCSA
  • GRC Implementation
  • Sarbanes Oxley Implementation and Control

Operations and Technology

  • Vendor evaluation and selection.
  • Operations and technology outsourcing.
  • Technology implementation.
  • Data management and analytics.
  • Client and regulatory reporting.

Mergers and Acquisition services

  • Acquisition/Divestiture Strategy
  • Due Diligence including Operations/Technology/Finance and HR with a focus on Operational Risk and Cyber Security
  • Merger Planning to develop the Blueprint for the Target Operating Model with an emphasis on the Team Structure monitored and reported by the TBA Program Management Office
  • Team building and budgeting
  • Team assistance - matching experienced professionals(SME) to the Project Team to assist in Project execution and business continuity
  • Lessons learned for all phases including facilitation of offsites to bring all sides together and unify leveraging a common methodology
  • Post Change of Control execution to identify and obtain all identified Synergies on time and budget, including Systems migration, Package Selection, Outsourcing and Systems retirement

Strategy and Product Management

  • Portfolio management.
  • Training and development.
  • Current state evaluation and identification of new markets and distribution channels.
  • Implementation roadmap.
  • Go to market strategies & business development.
  • Marketing research and surveys.
  • Strategic marketing.
  • Product development.
  • Distribution strategies.

Technology Transformation

  • Application Assessments and Portfolio
  • Application Modernization and Portfolio Maintenance
  • Audit Preparation
  • Compliance Analysis
  • Data Governance