Financial Services


OPTIMUS | SBR’s Financial Services Group provides strategic advisory services, process improvement services, and project management support to leading financial institutions in North America.

Our clients include major banks, insurance companies, and pension funds. Combining our cross-functional experience in strategy development, process redesign, organizational alignment and project management, our team can help you define sound, actionable strategies, and support you through the design, build and execution of your streamlined delivery model.

Consulting Expertise in the Financial Sector

Strategy Development

  • Strategy Design
    • Customer Experience Strategy & Design
    • Channel Transformation/Optimization
    • Sales & Service Delivery Transformation
    • Operational Excellence
  • Value-Based Measurements & Dashboarding
  • Organizational Alignment and Restructuring
  • IT Strategy and Technology Roadmaps

Process Improvement

  • Process Documentation, Analysis and Redesign
  • End-to-End Process Re-engineering & Transformation
  • Target Operating Model Development
  • Organization Redesign
  • Implementation Strategy & Support
  • Change Management & Sustainment Strategy

Regulatory Compliance

  • AML Compliance & Remedial Services
  • Business Continuity Planning
  • Management Control Framework
  • Policy & Procedures Redesign

Project & Program Management

  • Program and Project Management Expertise
  • PM Tools and Methodology Development
  • Program Management Office Framework Development
  • Project/Program Health Checks and Audits
  • Project Management Governance and Policy Development

Research & Analytics

  • Primary, Secondary, & White-Label Research
  • Opportunity Scanning and Identification
  • Best-Practice Research and Benchmarking
  • Environmental Scanning
  • Customer and Market Analytics
  • Business Case Development and Implementation


OPTIMUS | SBR combines more than 30 years of industry experience in Retail Banking, Wholesale Banking, Institutional Banking, Small Business Banking, Corporate Services and Insurance. Our innovative solutions will create sustainable advantages for your organization.

Some clients we have worked with…

  • RBC Royal Bank
  • TD
  • Bank of Nova Scotia
  • Manulife Financial
  • Royal & Sun Alliance
  • CIBC
  • Bank of Montreal
  • Canadian Payments Association
  • Citigroup
  • Great-West Life
  • Canadian Pension Plan Investment Board
  • Home Trust
  • Sun Life Financial