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Digital Transformation · Financial Services

Digital Transformation
that actually works.

A boutique firm specializing in technology implementation for financial services — we advise on it, deliver it, and teach it.

Past clients

About Palmient

A boutique firm built for the hard programs in financial services.

Palmient specializes in implementation for financial services, especially the digital transformation programs that are too complex, too political, or too technically ambiguous for a generalist. We advise on them, train your team, or deliver hands-on. You'll always work with a senior, never a junior consultant learning on your dime. The name is literal: palm + client, an old-fashioned handshake agreement that we'll get it done.

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Founder & Principal Consultant

Meet Ryan

A combination of finance, engineering, and hands-on delivery.

Most technology consultants can't speak the language of finance. Most financial services consultants can't execute on technology. The hardest programs break down in the gap between the two. I do both.

My path wasn't a straight line: mechanical engineering, then oil & gas, then an MBA at Ivey, then capital markets, then a coding bootcamp, and finally four years leading digital transformation inside some of North America's largest banks. That range is the point. It's what lets me sit between the business and the technology and actually move a program forward.

What we do

One method. Three levels of engagement.

It lets us find what's breaking a program, fix it hands-on, or teach your team the craft.

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Workshop

Palmient Program Academy

We teach your team how to deliver inside a bank.

  • A one-to-three-day live workshop built on our method
     

  • Taught against real cases, with analysis and recommendations
     

  • Your team leaves with a ready-to-use toolkit: a stakeholder map, reporting template, and SOP starter

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Advisory

Palmient Program Diagnostic

We find why your program is slipping and what to do about it.

  • A structured root cause diagnosis using our method
     

  • A prioritized roadmap to fix each cause, in a form you can take back to your team
     

  • A fixed four week engagement, presented in person

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Implementation

Palmient Program Delivery

We embed and fix the root causes, and leave you with a model that works.

  • Hands-on program management
     

  • A three phase approach: mobilize with an early win, fix the root causes, then sustain and hand off
     

  • We document the operating model as we go, so it holds after we leave

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Why Palmient

Why financial services leaders bring us in.

The big firms staff your program with juniors. The staffing shops just place a body.

1

Delivery track record

We've worked with large, complex institutions that have high expectations. Every engagement to date has come from a referral, because the work was good enough that people staked their reputation on recommending us.

2

Built for hard programs

The political, ambiguous, high-stakes work that overwhelms internal teams is exactly where we're most useful. We've navigated it before, and we know how to keep a program moving when it matters most.

3

A senior, every time

No pyramid of junior consultants billing while they learn. The person who wins the work is the person who does the work with full ownership and accountability.

4

Backed by a standardized method

Behind every engagement is the same method. Our process, playbooks and cadences have been refined inside the largest financial instituions. It's how the same standard shows up every time.

Work with us

Have a program that has to go right?

Tell us a bit about what you're working on. If it's a fit, we'll set up a call. If it's not, we'll point you in a better direction.

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Response within one business day

Read by Ryan directly​

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