Banking and Financial Services

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

• 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.

Frank Bastian, with his broad and sound expertise, is the main contact for the top managers of our customers and their partner Ecosystem. With his strategic and practical knowledge, especially in the areas of software engineering, development and operation, he addresses the current digital challenges (Automation, Cloud, Agile Enterprise). With his self-conception as an entrepreneur and digital leader, he generates significant business benefits for customers.

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.

Johanna is a market leader in Transformation Management with more than 10 years’ experience in consulting services. Within complex transformation programs of all sizes, she has a proven track record in a number of industries and outsourcing programs. From strategy to the point of implementation, Johanna has worked successfully with both national and international clients, with a track record to achieve the best results for them.

Sandra Williams is a Partner with ISG Banking & Financial Services (Americas).

Jay Woldar is a Director and senior account manager in our Banking and Financial Service group. Jay is responsible for a portfolio of the largest banks in the US across the broad spectrum of ISG’s offering.

As a Director and Chairman’s Club Award winner at ISG, Suresh Payapulli leads our Sourcing Solutions practice for the region. He champions ISG’s FutureSource™ methodology leading high performance advisory teams in developing and implementing strategies that deliver major transformation to operating models. Having advised on ITO sourcing transactions of £250m TCV and above, he has led many large-scale IT transformation programmes through strategic sourcing. He combines this experience with real industry insight to bring thought leadership to his client engagements.

Mr. Heywood is the ISG Director responsible for the Banking, Financial Services and Insurance (BFSI) vertical in Northern Europe.  He is a transformation thought leader who is passionate about the possibilities of Digital and Globalization in the industry. Peter advises organizations on Digital and Operating Model Transformation. He leverages his deep understanding of BFSI Business and Technology Strategy covering Growth, Cost, Risk and Experience (CX/UX) metrics to help his client's align change initiatives to long-term vision. Through his involvement in hundreds of enterprise-level transformations as a Client, Provider and Consultant, Peter brings a unique mix of insights and skills to promote the right discussions and set an organization on the right path.  

Farid started his career as a Solution Delivery Manager for Big and Major Deals at one of the leading German service providers. His main focus was the creation of complete IT solutions including the cost calculation. After his experience with a service provider, he proved he expertise as a consultant with ISG and supported our clients in benchmarking, design, sourcing and transformation projects.

Christian successfully consults and supports his customers in (IT-)Controlling, Transaction & Transformation projects in the BFSI vertical and looks back on professional experience of more than 8 years. At ISG he is located in the Platform Solutions Service Line and responsible for the development of Digital Platform Business Models.

His customers benefit from his profound Controlling and IT Services knowledge gathered in various Controlling as well as Transaction and Transformation roles. Due to his broad strategic and operational Consulting experience he can support projects from Strategy to Execution.