Case studies

Conversions, launches, and platform builds across banks, a digital bank, and a national retailer. Clients and partners are unnamed to protect confidentiality.

Conversions

Moving a multi-billion-dollar retail card portfolio

A national retailer's credit, co-brand, and debit cards moved from TSYS to Fiserv

15M active accounts | $20B+ annual sales
Role: QA director
Practice lead: Conversion program lead
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Conversions

Three card portfolios, five states, one cutover weekend

An acquired bank's cards converted to Fiserv/First Data after a merger

480K+ cards | 900 commercial clients
Role: Technical lead
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Launches

A credit card program, built from the ground up

A regional bank launched its own card division on TSYS after 14 years of outsourcing

3 portfolios | Nov 2013 launch
Role: Technical BSA to technical lead
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Conversions

31 technology teams, 6-month timeline, zero production issues

A regional bank's card platform conversion across 31 cross-functional technology teams

31 teams | 6 months, on-time cutover
Role: Senior technology leader
Practice lead: Conversion workstream lead
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Platform builds

Helping build a processor's loyalty platform

Built Fiserv's Premier Loyalty Platform v1, then moved three card portfolios onto it

v1 build | 3 portfolios, big-bang cutover
Role: Technical lead
Practice lead: Conversion workstream lead
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Launches

A new bank, built from scratch on a multi-vendor stack

A de novo digital bank connected 20+ vendors and prepared for launch

2 cores | 20+ vendors
Role: System integrator lead
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Launches

A modern mortgage application, without replacing the core

Digital mortgage applications launched on Blend, integrated with NetOxygen

2021 launch | no legacy systems replaced
Role: VP, technical lead
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Conversions

Putting structure behind a complex card conversion

A Canadian institution's card conversion to Fiserv, restructured and taken to launch readiness

2 phases led | 1st cross-border
Role: Conversion lead
Practice lead: Card portfolio test lead
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