Banking and Financial Services Transformation

What he does at ISG
To say Owen Wheatley comes prepared to work through your operational concerns and transformational needs is an understatement. As ISG’s Lead Partner of Banking and Financial Services, he treats his 25+ years of experience in this ever-evolving, customer-centric field as a replete lexicon of applicable knowledge, relevant learnings and potentially executable solutions. In doing so, he makes the ethereal and theoretical, actual and obtainable.

Past achievements for clients
Knowledge-sharing is second nature to Owen. He provides his clients with market insights and meaningful thought leadership and helps them understand what similar (or different) organizations in comparable situations have done regarding transformational change. Many of Owen’s clients have sought his expertise to strengthen their customer engagement on the digital front, enhance the employee experience to improve the customer one and navigate new ecosystems—like integrating emerging partnerships—endemic to the industry. He makes sure that untangling this complexity and harnessing your new relationships always lead to your number one goal: driving better results for your banking or financial institution. In fact, Owen:

• Led a consulting team to design a commercially groundbreaking and elaborate deal for one of the largest hedge funds in the world to reimagine its middle and back-office operations, lessen the bureaucratic demand on the front office and serve institutional clients better. The measures of success for this co-designed and collaborative project included defined stages of excellence and experience metrics, delivered in a commercial model which positions all parties for success.
• Managed a large team of advisors to provide market insight and an "outside-in" perspective to multiple major North American banks looking to transform their operations, including indirect auto lending, core banking, cheque processing and the entire cash ecosystem.
• Led a team of experts in helping to transform the HR technology and operations of a major European bank, including designing the right strategy, creating the roadmap and business case, selecting the right partners for a new ecosystem and ensuring expedited and effective implementation.

Jon advises enterprises on all aspects of the IT services lifecycle from initial strategy through design and build of governance organizations. As a qualified English attorney, Jon has special insight into transactional activities and still maintains deep subject matter expertise relating to the structure and negotiation of contracts. His experience includes more than 50 ISG engagements in IT, business process and financial services outsourcing. Jon has also assisted companies in developing enterprise vendor management functions, in many cases on a global basis. He has supported clients in more than 10 countries.

Antoine’s background includes more than twenty-five years of progressively responsible positions in Business and High-Technology services companies. He is a talented and accomplished senior management professional, highly skilled in complex IT Strategy engagements and large transformational deals. He has established and directed highly successfully, multi-million dollar Information Technology programs for large fortune 500 companies (Alstom, AXA, AXA Technology Services, BNPP Corporate Investment Banking, Bridgestone, Carrefour, Crédit Agricole, DassaultAviation, EDF, Givaudan, HSBC, Alcatel-Lucent and Nokia, Renault-Nissan, Sanofi, TEVA Pharmaceuticals, Total…). He has negotiated more than $4 billion in proposals and contracts.

What she does at ISG

Andrea approaches her clients’ toughest problems, most ambitious goals, and most compelling opportunities with a simple and inspiring motto: “Everything is possible.” She grounds this visionary outlook with an exceptional understanding of what it takes for businesses to succeed into today’s complex markets, and how ISG’s portfolio of solutions and services can help them make rapid competitive transformations. 

Past achievements for clients

Andrea began her career in banking and classical business management environments. In her career at ISG, she has built on this rigorous foundation, cultivating a holistic expertise that allows her to apply her knowledge and experience across the entire business process optimization and digital transformation life cycle, from assessment through value realization. 

Among her 100+ engagements with ISG’s largest global clients, Andrea worked directly with senior leadership at a leading global healthcare firm to reshape their digital agenda. The company had never outsourced IT and needed to catch up with the market fast. She orchestrated a complete digital transformation, establishing a cutting-edge, product-aligned organization that leapfrogged legacy technology to achieve a rapid positive transformation – a process that many companies take a decade or more to complete. 

Colas Truong is a knowledgeable IT Infrastructure professional that brings considerable experience in information technology (IT) to ISG’s clients in his role as Partner. Colas is among ISG's most accomplished consultants in the assessment of IT performance in particular for Corporate, Investment & Retail Banking sector.

Rakesh is a leader in retail and consumer sector. He has over 17 years experience working with leading industry brands, helping shaping their technology and business transformations. He is very passionate about the retail and consumer sector and understands that customer and employees are the backbone of this industry. He has a rounded end to end experience having worked at the CXO level, leading and delivering across the end to end transformation lifecycle including Business/IT strategy, Sourcing, Transition and Transformation.

Glenn Windisch is a Business Development Executive with ISG Banking and Financial Services.