Financial Services

Combination of direct consulting experience and project work gives breadth of experience across a range of challenges.

​​​​Velrada's engagement in the financial services space is predominantly on business intelligence strategy and CRM implementation projects with superannuation clients, as well as mid-tier banking, financial planning, and services firms. 

Our team has experience across a range of blue chip clients including global and Australian banks, insurance and superannuation companies. Our focus is to provide business intelligence, campaign, analytical and project support services (project management, architecture, data analysis, business analysis) for our client group. 


hightlight-coma.png Velrada were engaged to undertake an alignment project which included an assessment of the ‘as-is’ operating model against a newly developed strategy for IT-enabled service delivery, resulting in fully enabling insight-driven decision making in the business. 

Our experience

A sample of our key engagements in the financial services industry follows:

Mid-tier Financial Services (Superannuation & Insurance) – Business Intelligence Centre of Excellence (CoE)

Our client's reporting practices were heavily reliant on various routine and ad hoc reports that were required to be delivered to internal and external stakeholders. Information was gathered from a range of disparate systems creating issues with data quality and errors due to manual processing. Velrada were engaged to undertake an alignment project which included an assessment of the 'as-is' operating model against a new newly developed strategy for IT-enabled service delivery which resulted in the creation of a business intelligence CoE to enable insight-driven decision making.


Mid-tier Financial Services (Superannuation & Insurance) – Service Delivery Operating Model Transition Support

As a result of the client's IT strategy and operating model review (delivered by Velrada), the client had decided to provide a more sophisticated, high-end service model to ensure their marketing efforts delivered the desired outcomes in terms of client experience, retention, and advocacy. Through an embedded engagement with the client, we designed and delivered a target operating model which underpinned the newly developed strategy, and enabled clear measurement of marketing campaign effectiveness across the key performance measures.

Our consultants have deep experience across a range of FSI projects

In addition to our direct project experience, we have over 20 consultants with strong FSI backgrounds gained on consulting engagements in Australia and overseas. Their combined experience covers:


  • Major Australian Bank – Delivery of a single customer view across Institutional Business.
  • Major Australian Bank - Delivery of the IM workstream for the design and implementation of the Business Online Banking system.
  • International Banking Group - Design and implementation of Group Compliance Management System.
  • International Banking Group - Design and implementation of intranet portal enabling collaboration and knowledge sharing among all employees.
  • Major Australian Bank - Provision of subject matter expertise across a portfolio of data modelling, data warehousing, and business intelligence projects.
  • Major Australian Bank - Business intelligence process re-engineering throughout Consumer mortgage processing area.
  • International Banking Group - End-to-end business analysis for replacement of commercial banking system.
  • Global Banking Group - Development of the strategic roadmap to strengthen the resilience and quality of service of Global Commercial Banking Payments Systems.
  • International Banking Group - End-to-end delivery of a global integrated reporting platform covering electronic payments across multiple schemes Global Payments Business.


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