GOAL

What the client needed to achieve

A financial services client’s digital banking ecosystem for treasury and consumer onboarding relied heavily on legacy processes. Outdated operations limited scalability, slowed onboarding, and created friction for customers and internal teams. At the same time, the organization was managing multiple priorities across onboarding, account visibility, Automated Clearing House (ACH) capabilities, authentication, and customer experience. The client set out to modernize its platforms while maintaining uninterrupted operations. Reducing complexity and increasing visibility across digital operations was needed to equip the organization for future growth.

RESULTS

Structured delivery, measurable outcomes

18k+

new customers supported per month

$8B

in assets managed

DELIVERY

How Sendero delivered

Sendero acted as the delivery and coordination hub across treasury, consumer onboarding, product, technology, operations, risk, compliance, and vendor teams. Working alongside the client, the team established governance frameworks and delivery processes to improve visibility into various strategic priorities. Planning and testing efforts were coordinated to support release readiness across multiple initiatives.

Highlights:

Structured concurrent digital banking initiatives into coordinated workstreams
Established governance frameworks to improve visibility into priorities, dependencies, and risks
Developed executive reporting to support decision-making
Facilitated structured testing coordination and release readiness activities
Supported modernization efforts across onboarding, account visibility, ACH capabilities, authentication, and customer experience initiatives

PRACTICE

Aligning digital capabilities for continued growth

The engagement established the governance and delivery practices needed to support ongoing digital banking modernization. By aligning multiple initiatives within a structured delivery model, the client gained a scalable foundation for future growth and continued progress within its broader digital transformation strategy. The success of the engagement strengthened the delivery of other critical initiatives aligned to the client’s long-term strategic roadmap.

KEY CONTACTS