Factor

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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Trusted by leading brands

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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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Ismania Degan

Head of Production

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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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Shelley Rigg

Executive Producer, Research & Content

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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.

Book an Alignment Session

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.

Book an Alignment Session