The work behindthe claims.
Our people have delivered data, platform and reporting change at tier-one financial institutions. These are their prior roles, told without client names. They aren't ScopeX client outcomes, and we won't pretend they are.
Tier-one global bank
Market data governance & AI enablement
Six new market-data domains (fixed income, options, FX, index, news and filings) entering a bank’s data lake, with four analytics teams depending on trusted inputs.
The hard part. Make domain onboarding repeatable, reduce escalated quality incidents and establish an approved dataset for an AI “digital clone” initiative.
What we did
- Our team delivered governance rules and checkpoints for all six domains, adopted by four analytics teams with no rollbacks.
- Built a data-quality framework across 2M+ daily records using SQL / Python checks and automated alerts.
- Acted as business owner for the AI digital-clone initiative, defining training-data eligibility and approval evidence.
What came of it
- Six governed domains, with no onboarding rollbacks.
- Approximately 40% fewer data incidents escalated to senior management.
- First approved AI training dataset in 12 weeks.
Tier-one global bank
Market data platform onboarding & licensing
Middle-office market-data platform onboarding across Bloomberg, LSEG, Fenics and Tradeweb, spanning three business units.
The hard part. Review datasets, entitlements, coverage and licensing without introducing gaps for existing consumers.
What we did
- Our team delivered dataset reviews, entitlement analysis and coverage checks for platform onboarding.
- Mapped vendor usage and licensing overlap across three business units.
- Connected business consumers, vendor requirements and onboarding acceptance criteria.
What came of it
- Duplicate licensing costs removed across three business units.
- Clearer dataset, coverage and entitlement requirements for middle-office onboarding.
Global investment bank
Advisor platform data integration
Three capital-markets data sources connecting to an advisor reporting platform used by 500+ advisors across two divisions.
The hard part. Align mappings and validation across source teams while keeping a nine-month delivery on schedule.
What we did
- Our team delivered integration requirements and facilitated data-mapping workshops.
- Planned and supported UAT across two divisions.
- Specified ETL-stage data-quality checks to catch errors before downstream reporting.
What came of it
- On-time delivery in nine months with zero post-release defects.
- Approximately 30% fewer downstream reporting errors.
- Approach reused on three further integrations.
Canadian insurer
CRM data platform & regulatory reporting
A CRM rollout supporting 200+ advisors across four regional offices, with regulatory reporting dependencies.
The hard part. Protect key data flows, reconcile reporting inputs and establish a credible path to business sign-off.
What we did
- Our team delivered requirements, data mapping and UAT for the CRM rollout.
- Specified 15+ reports / dashboards and a test suite covering 98% of key data flows.
- Established data accuracy standards and reconciliation controls.
What came of it
- Clean go-live across four regional offices.
- Approximately 35% less manual reconciliation.
- Regulatory filings on schedule for four consecutive cycles.
Selected outcomes from our consultants’ prior work · anonymized
The numbers, plainly.
Capital-markets business analysis
Under a data-quality framework
Escalated to senior management
Onboarded to a governed data lake
In reconciliation
To the first approved AI training dataset
Results achieved in prior roles at tier-one financial institutions. Shown to illustrate experience, not as client outcomes.
More of the same, in other places.
Digital banking & lending
LoanIQ credit systems, B2B partner integrations and six release cycles.
Post-trade operations
Allocations, confirmations, matching and settlement across 10+ data domains.
Analyst enablement
Trained 30+ analysts in Python for self-service analytics.
Engagements delivered by our consultants in prior roles; client identities withheld.
Got a change thatcan't afford to go wrong?
Thirty minutes, one conversation about the problem. No pitch deck, no junior sent along to take notes.