Product help for financial services.
We've worked inside Tier 1 financial services groups on enterprise data and governance.
What's hard in financial services.
In financial services, governance is the gate, and most data plans reach it late. The hard part is not the idea. It is proving the data can be used at all.
- Vendor data has to pass governance before it can enrich anything, and some assumptions do not hold up.
- Enterprise data is spread across owners who rarely sit in the same room.
- Customer onboarding slows when KYC and KYB data is incomplete or not trusted.
Financial Services
Mapping enterprise data, and a path through governance.
The problem.
A senior director needs two things. First: a clear picture of the enterprise data landscape and the governance surrounding it (what data exists, where it lives, who owns it, and what rules apply to it). Second: a plan to integrate third-party vendor data into the enterprise data layer, populate downstream systems with it, and enrich what is already there.
What we did.
This started as advisory. We sit with data owners across the business, walk the third-party contracts, and test the assumptions about what can and cannot be ingested under the firm's governance rules. Some of those assumptions do not hold up. The plan names that, with alternatives.
The plan is now being implemented.
The outcome.
Outcome: customer onboarding time has dropped from weeks to days. Automated, enriched onboarding data is in place across hundreds of KYC and KYB data points.
What this shows: advisory work that takes a vague-but-important brief, makes it specific, and makes it actionable, and stays in long enough to see the plan land. This is the shape of a Help engagement when the brief is "help us think about this clearly", and then "help us actually do it".
Where we fit your sector.
Financial services work pivots on governance. Buying teams need a clear picture of where data lives, who owns it, and what rules apply, before anything else can move. Reignite sits with the data owners, walks the third-party contracts, and helps the plan land inside the firm's existing governance, not around it.
See this case study among our recent work →
- Plan: a two-week deep dive on an enterprise data or onboarding question.
- Coach: a monthly thinking partner for the in-house head of data or onboarding.
- Help: embedded senior product help on a multi-team data or governance programme.
- Care: ongoing care for a live customer-onboarding or KYC tool already in production.
Questions we get asked.
Do you understand financial-services governance?
Yes. We map enterprise data, walk the third-party contracts, and test what can be ingested under the firm's rules. The case study above is a Tier 1 group.
Can you handle regulated, sensitive data?
We work within your governance, not around it. Where an assumption does not hold, we name it and give you alternatives.
Is this advisory or delivery?
Both. The work often starts as advisory, then we stay in to see the plan land. Onboarding times have dropped from weeks to days.
How do we start small?
A Plan deep dive or a Coach retainer. Help follows only if the work needs it.