Strategy Solutions
Strategic technology transformations succeed when business vision and data architecture are planned as one system — not sequential steps. The shift from “proof of concept” to “proof to scale” defines the difference between being a vendor and a true strategic partner.
Financial Markets Technology Consultancy
Challenge
A collaboration with a specialist consultancy who designs bespoke technology solutions for global financial institutions sought to strengthen its business strategy and technical delivery connection. Despite deep market expertise, the firm struggled to move from short-term, diagnostic projects to sustained strategic partnerships that drove measurable growth and client retention.
Solution
Harmonic applied a “Proof-to-Scale” consulting framework to connect strategic intent with executable technology transformation. Key steps included:
Conducting a full Current vs Future State Technology Map across Corporate, Institutional, Private, and Retail banking layers.
Identifying process gaps, data silos, and integration bottlenecks across payments, trade finance, and digital wallet ecosystems.
Designing a 6–12 week on-site diagnostic structured to build commercial trust while setting the stage for multi-year engagements.
Integrating real-time analytics and BI solutions into the roadmap to enhance client decision-making.
Demonstrating best-practice uplift models drawn from leading digital banking innovators (e.g., MOX, SC Ventures, Voltron).
Key Deliverables
Detailed Process Flow and Systems Architecture Mapping
Data Integration Blueprint to reduce silos and support future scalability
Strategic Technology Roadmap linking transformation initiatives to financial outcomes
Backlog Management Model for end-to-end delivery oversight
Commercial Upsell Strategy to convert diagnostic engagements into multi-year partnerships
Client Benefits
By shifting from a tactical to strategic delivery model, the consultancy repositioned itself as a trusted transformation partner rather than a project vendor.
The new structure enabled:
Higher-value, longer-term client relationships
Greater operational efficiency through integrated data and analytics
Improved ability to quantify ROI on technology investments
Enhanced credibility with Tier 1 financial clients in competitive bid scenarios