Data & AI Consulting for Financial Services
From strategy to production
We help financial institutions harness the power of data and AI to drive transformation, improve decision-making, and create lasting competitive advantage.
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End-to-end data and AI capabilities tailored for financial services
Data Strategy
Define your data vision, roadmap, and governance frameworks to maximize the value of your data assets.
AI Strategy
From ideation to opportunity evaluation and use case prioritization, we help you build an AI roadmap grounded in technical feasibility and measurable business value.
Data Engineering
Design and implement modern data platforms and pipelines, including the selection and implementation of best-fit third-party applications that scale with your business needs.
Risk & Compliance
Navigate regulatory requirements with data-driven risk management, including AI risk and governance frameworks for generative and agentic AI.
Operating Model & Change
Design and implement target operating models for data and AI, including org structure, roles, governance, and change programs to ensure sustainable adoption and measurable business impact.
Team Augmentation
Embed experienced data and AI professionals into your teams to accelerate delivery and build internal capabilities.
Boutique Expertise.
Enterprise Impact.
Leap Transformation Services is a boutique consulting firm dedicated exclusively to helping financial services organizations unlock the full potential of their data and AI investments.
We combine deep industry expertise with hands-on technical experience to deliver solutions that work in the real world—not just in presentations.
Why Leap?
- Deep expertise in Investment Management & servicing, banking, private markets & insurance
- Senior, industry-tested consultants (15+ years) delivering big-firm outcomes through a boutique model
- Practitioners who build, not just advise
- Agile delivery with measurable outcomes
Let's Talk
Ready to transform your data and AI capabilities? We'd love to hear from you.