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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."

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