Professional Services
Driving margin, delivery clarity and growth in high-trust environments.
Factor works with professional services firms to simplify delivery, secure operations, and align technology investment to revenue, risk and client outcomes.
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Key Themes in Financial Services
Client Delivery and Workflow Orchestration
Streamline delivery systems and standardise engagement workflows across practices.
Cybersecurity, Risk and Confidentiality Controls
Protect sensitive client data and internal IP across high-trust environments.
Data, AI and Productivity Enablement
Apply automation and intelligence to lift fee earner productivity and insight generation.
Finance, Billing and Commercial Systems
Digitise time capture, billing and revenue tracking to improve margin visibility.
Platform Consolidation and Technology Simplification
Reduce system sprawl and improve integration across core and enabling platforms.
Compliance, Audit and Legal Risk Alignment
Ensure systems and policies meet audit, regulatory and client governance standards.
FSI Modernisation: Where CIOs Are
Investing
Legacy systems, fragmented processes, and increasing regulatory demands continue to challenge financial institutions aiming to remain competitive in today’s digital-first world. In this exclusive fireside chat, John Trapani, Industry Leader in Financial Services at Appian, will explore how BFSI leaders are accelerating enterprise transformation through intelligent automation, low-code platforms, and unified data ecosystems.
Watch the Webinar
Webinar
OUR EXPERTS
Our Experts are here to support your strategic vision and provide an edge in your functional role. Our services work together seamlessly across the enterprise to accelerate growth. Industries include FSI, Software, Cosumer, Public Sector, FMCG, Healthcare, Telecommunications, and Utilities.
Craig Baty
VP, Head of Research & Advisory
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Madeline Palmer
Head of Content, Research & Editorial
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Burak Cankurtaran
CTO & Technical Expert
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Darren Adams
Director of Insights & Value
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Marli Lozoya
Conference Producer
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Jessie Rosenberg
Community Manager and Demographic Specialist
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Brianna Bernard
Community Manager and Demographic Specialist
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Uncover the state
of market maturity
for your offering
Before you build the deck, run the campaign, or chase the wrong accounts — get grounded in how your target industry is actually evolving.
Book an Alignment Session
Get clear on how
CIOs are looking at your offering
Whether you’re trying to displace an incumbent, reposition your value, or land your first enterprise deals, we’ll show you exactly what to say, when to say it, and who’s ready to hear it.
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Get Ahead of Trends in Your Target Verticals
Whether you sell into financial services, retail, healthcare or the public sector — we map the real shifts in decision-making, architecture, and transformation focus.
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LATEST CONTENT
Upcoming events
Case studies
Appian Australia Case Study
GTM Engagement Across Mining & Financial Services
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Beyond Trust Australia Case Study
Accelerating Competitive Positioning Through Executive Workshops
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Twilio Australia Case Study
Strategic Market Engagement Across ASEAN
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1
Account Based Marketing
Stay ahead of changing customer and market dynamics and plan for the future with leading research. You’ll get customer obsession research, customer insights, trends and predictions, market forecasts, technology and service provider landscapes, and more.
2
Event Sponsorship
Empower your team to execute on your vision with proven strategic models and plug-and-play templates. You’ll get KPIs and peer benchmarks, assessments, strategic models, templates, and certification courses.
3
Media & Advertisement
Accelerate progress and de-risk decisions with best practices tailored to you and your team. Factor promises to be on your side and by your side, through guidance sessions with analysts, peer discussions, events, and more.
WHO WE WORK WITH
Persona
CIO
CMO
CTO
Data+AI
CFO
Security
Region
Australia & New Zealand
Local ANZ enterprise: ASX100, 200 & 300.
South East Asia
Local SEA enterprise + SG30.
United Kingdom & Ireland
UKI enterprise: FTSE100 & 250.
United States
US enterprise: S&P 500.
Industry
Legal, Consulting, Accounting, Tax, Audit, Workforce Advisory, ESG Services, Business Services, Engineering Advisory, Global Partnerships
Industry Breakdown
Job title breakdown
Job title breakdown

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