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Financial Institution Business Services Center of Expertise

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Proven experience & expertise for your strategic initiatives

Due to globalization, industry consolidation and continuous regulatory changes, the financial services industry must rapidly evolve its business models and client strategies. Successful organizations must also develop new products and services that enhance profitability while dealing with a changing competitive landscape. Market leaders will embrace this new reality by launching strategic business initiatives with trusted partners who can move at the new speed of business.

Experis’ Financial Institution Business Services Center of Expertise focuses on understanding and leading these strategic business initiatives – providing the on-demand thought leadership, project consulting and specialty resources you require to be successful. We ensure your specific business needs are clearly understood – then tailor and deploy a solution to meet your objectives.

Our team provides business solutions and specialty resources in:

  • Capital Markets, Investment Banking, Wealth and Trust
  • Commercial/Wholesale Banking
  • Retail/Consumer Banking
  • Mortgage Services
  • Global Payments
  • Insurance

When you work with Experis, you work with experts who have proven industry experience in planning and executing strategic financial services initiatives. That experience and knowledge frees you to focus on increasing your operating agility and running your business while we hit the ground running, bringing leading practices, cost savings and revenue acceleration approaches to your organization. Choose just the solutions or talent you need, co-source through managed services or outsource the entire function to us.

Solutions and Services

Specialty Recruiting/Professional Resourcing

With a team of proven specialty recruiters whose sole focus is financial services business operations, you can depend on us to bring the right resources for the project. Whenever possible, we work with you directly to understand the detailed and unwritten requirements that will ensure success, including culture, work style, leadership ability and communications skills.

With a global network of consultants and large pool of proven industry leaders, we are uniquely positioned to provide qualified candidates that meet all position requirements, including the most niche financial services positions. We can support your thought leadership, project consulting, professional resourcing and direct hire needs, helping you save time while controlling costs and relieving administrative burden.

Business and Operational Services

Project and Program Management: Project and program management services supporting financial services’ business and operational change initiatives.

Business and Process Analysis: Functional business analysis, requirements definition, operating policy and procedure definition, data analysis and implementation services provided to financial services’ lines of business.

Business Improvement and Transformation: Process improvement and change management associated with financial services business transformation efforts. This includes training, communication, project management and related services.

Risk Operations: Design and implement risk management processes and platforms for financial services business processes. This includes specialty business analysis, project management, system design and deployment related to risk management functions. This solution includes support for Dodd-Frank, Basel, AML/BSA and other regulatory changes affecting Operational and Credit Risk.

Core Business Operations Support: Provide day-to-day resources supporting operations across financial institution lines of business, including operations analysts, credit analysts, workflow, policies and procedures, etc. These resources can be provided as managed services (outsourced or co-sourced), core project team members, project back fills, seasonal bulk resources or on-demand individuals or teams supporting unique business events.

Specialty Line of Business Services: Within each of the lines of business we serve, there are unique processes and change management needs. The Center of Expertise provides a number of solutions that map to Mortgage, Capital Markets, Retail Banking, Wholesale Banking and Insurance.


The key is leveraging our dedicated financial services team, proven methodologies and specialty recruiting with unmatched precision. We understand that only measurable results matter. The only true sustainable competitive advantage is attracting, retaining and partnering with the top industry talent and helping your integrated teams achieve their full potential.

The total cost of using traditional staffing firms or hiring unproven resources yourself can be staggering. Any initial cost savings is quickly lost by taking key internal resources offline to wade through dozens of profiles and then train inexperienced talent. Our Center of Expertise can deliver you the experienced talent needed to hit the ground running. Our expert teams accelerate project timelines and time-to-value while mitigating execution risk for higher return on investment.

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