NewVantage works with the leading financial services firms to ensure the success of their Data and Analytics initiatives.

Our partners, advisors, and principals bring deep industry experience and expertise, and an understanding of the business complexities and issues facing financial services organizations, whether the challenges are customer service and retention, or financial optimization and regulatory reporting.

Financial Services Clients

  • Aetna
  • AIG
  • American Express
  • Bank of America
  • Bridgewater Associates
  • Capital Group
  • Charles Schwab
  • Citco Group
  • CitiGroup
  • Citizens Bank/RBS
  • Fidelity Investments
  • Freddie Mac
  • The Hartford
  • JP Morgan
  • Legg Mason
  • Liberty Mutual
  • Marsh McLennan
  • MasterCard
  • MetLife
  • Regions Bank
  • SunLife Financial
  • Thomson Reuters
  • Travelers
  • UBS
  • Wells Fargo Bank

NewVantage Partners Articles

“A Tale of Two Banks: Gold Rush to Digital Revolution” – Wall Street Journal


Representative Engagements

Information strategy

  • Customer interactions strategy, plan, and implementation
  • Big Data operational data store implementation
  • Enterprise data strategy roadmap and business case
  • Enterprise data governance framework and on-boarding
  • Informatics business analytics sandbox implementation
  • Data management inventory & assessment


Business Architecture

  • Customer analytics and business architecture
  • Information capabilities model and business architecture
  • Enterprise analytics capabilities design


CRM / Marketing optimization

  • Multi-channel coordination and optimization architecture
  • Real-time recommendation assessment and optimization
  • Customer marketing capability 3-year plan and roadmap
  • Lead management assessment and optimization plan
  • Enterprise CRM integration strategy


IT Efficiency and Effectiveness

  • Technology investment planning and governance framework
  • Enterprise application portfolio business case and design
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