Market leaders have begun to embrace this new reality by launching strategic business initiatives with trusted partners who can move at the new speed of business.  

Jefferson Wells provides its financial institution and insurance clients with professionals who have significant practical, hands-on experience, blended with an in-depth knowledge of best practices and our proven, consistent methodologies. Specialty services include: 

  • Compliance 
  • Risk Governance 
  • Business Optimization 
  • Operational Support 
FINANCIAL SERVICES CASE STUDIES
Enterprise Risk Management Program Evaluation Success Story

Large bank requested our expertise to determine if their ERM program’s ability and robustness meets the evolving needs of the organization as well as regulatory expectations.

SOX Compliance Success Story

A global financial services organization needed project management for a SOX compliance initiative spanning multiple countries.

Project Management Success Story

Looking to integrate two business units, a global leader in workforce solutions sought project management help to drive these projects to conclusion quickly.