Empower Innovation To Drive Financial Markets

Digital transformation is at its peak in the financial services industry. Unprecedented periods of change have propelled disruption and innovation, leading to numerous growth opportunities for financial services organizations. At A5, we help you at all stages of this transformation journey to ensure you stay more customer-centric by creating more engaging customer experiences and employee satisfaction using state-of-the-art technology and tools. 

Our Clients

Western-Financial
Vanguard
sun-life-financial
Intact-Insurance
Scotiabank
PayPal
Fidelity
Manulife
Morgan-Stanley
Lucera
Calcap Lending
BMO
RBC
cresset
Canoe

We Help You Innovate And Grow Around Your Most Vital Asset: Your Customers

Capital Markets

The capital markets industry is undergoing significant changes as new technologies and digital value chains emerge. This will have a profound impact on every firm’s business and operating models in the coming years.

Our capital markets consulting practice uses global strategies and data-driven insights to help firms adapt to these changes. We can assist in rethinking your business model, managing risk, improving workplace strategies, enhancing operational efficiency, and more. Let us help you prepare for the digital future.

Capital markets

Capital Market Capabilities

We provide full range of services for asset management and post-trade processing that can transform capital markets completely.

Asset Management

We assist asset managers in developing growth strategies, engaging with customers, and enhancing operations by unifying their technology solutions to provide real-time insights into investment portfolios, thereby enhancing decision-making processes. Additionally, we empower asset managers to build strong investor relationships through personalized interactions and service, thereby fostering a more informed and loyal client base

Investment Banking

Our transformative solutions help investment banks to respond to the growing market requirements - be it new technologies to regulations, or operating model to value creation

Market Infrastructure

We assist organizations involved in financial exchanges and security transactions to create plans, technology, and systems for the future

Wealth Management

The investment landscape is evolving rapidly with the emergence of alternative investments, presenting new opportunities and challenges for businesses. As the traditional markets transform, it becomes crucial for firms to adapt and thrive in this changing environment.

At our alternative investments consulting practice, we understand the dynamic nature of the industry and leverage global strategies and data-driven insights to assist firms in navigating this new terrain. We offer tailored solutions to help you maximize your returns and stay ahead of the curve.

Wealth Management Capabilities

We assist in implementing technology solutions that enhance operational efficiency and improve the quality of client interaction. Our services can unlock advanced functionalities to effectively handle multiple clients and stay on top of their financial objectives and significant life events. This empowers you to deliver personalized insights and guidance, fostering client loyalty and driving the growth of your business. In addition, we provide expert guidance to navigate the ever-changing regulatory landscape, ensuring their service delivery is consistently aligned with current compliance requirements.

Key Differentiators

Extensive Domain Expertise

Extensive domain expertise across wealth management, with experienced subject matter experts (SMEs)

Domain Knowledge

Unique combination of domain knowledge, technology expertise, and consulting capabilities, along with verticalized offerings and solution accelerators

Expertise In Integrating System

Expertise in integrating systems to ensure a unified view of the client, enabling seamless connectivity including financial data, comprehensive data management, and enhanced customer experience

Alternative Investments

The wealth management domain is changing continuously with several compliances at bay, creating new chances and challenges for businesses. As traditional financial markets transform, it’s crucial for firms to adapt and thrive in this shifting landscape.

At our wealth management consulting practice, we understand the dynamic nature of the industry. We empower wealth managers, helping them navigate the complexities of the evolving financial landscape. Our focus lies in optimizing their client engagement and tailoring their services to meet the individual needs of each client

Cloud-based technology solutions for alternative investment operations

Alternative Investment Capabilities

Our expertise extends beyond conventional asset classes, encompassing a wide range of alternative investment options such as private equity, hedge funds, real estate, venture capital, and more to help you diversify your portfolio, manage risk effectively, and unlock new sources of value.

Private Equity

We facilitate the digital transformation of private equity firms, supporting their adaptation to regulatory changes, advanced portfolio management practices, and innovative value creation methods

Venture Capital

We aid venture capitalists in their shift towards data-driven investment strategies, empowering them to meet emerging market expectations and adjust to the evolving venture capital landscape

Hedge Funds

We help hedge fund managers adapt to algorithm-driven trading and sophisticated risk management, equipping them to respond swiftly to market dynamics and improve investor satisfaction

Fund Administrators

We assist fund administrators in adopting futuristic planning approaches and cutting-edge technologies, enhancing their operational efficiency, reporting accuracy, and regulatory compliance capabilities

Fintech

Fintech companies are revolutionizing the financial industry through innovative and dynamic services. They simplify banking processes, lead the transition to a cashless society, and introduce crypto integration, transforming our relationship with money. By prioritizing regulatory compliance, efficient operations, and exceptional customer service, fintech firms have a competitive edge and the potential for rapid expansion.

At our fintech consulting practice, we specialize in helping businesses navigate the fintech ecosystem. With a deep understanding of the industry and its disruptive technologies, we offer tailored solutions to guide financial institutions and startups alike. From regulatory compliance to operational efficiency and emerging technology integration, our expertise empowers businesses to seize the opportunities presented by fintech and thrive in this rapidly evolving landscape.

Secure and compliant fintech solutions for financial institutions

Fintech Capabilities

With a wealth of expertise in the fintech industry, we offer comprehensive support to companies across the board, addressing their specific needs in areas such as front-office innovation, back-office scalability, and regulatory compliance. Our mission is to provide strategic guidance and practical solutions that drive success in the ever-evolving fintech landscape.

Strategy

True growth begins with a well-crafted strategy. We offer fintech clients crucial scalability and innovative capabilities, enabling them to unlock their full potential. Our focus is on delivering the expertise and solutions needed to thrive in the dynamic landscape of fintech

Operating Models

We provide fintechs with scalable infrastructure for precise, time-efficient processes, delivering the scale, speed, and agility they need for growth

New Products & Client Engagement

We prioritize customers, aiding fintechs in launching new products and partnerships with swift time to market

Banking

In the competition to provide unique customer experiences, banks need to break down their legacy systems and streamline their processes to create a complete customer view to finally offer elevated digital experiences and frictionless service. Our comprehensive platform knowledge, industry expertise, and crafted banking solutions will keep your customer at the center of every interaction to increase your loyalty score!

Secure and compliant technology solutions for banking institutions

Banking Capabilities

Payments

Our payment innovation solution are crafted to help banks, payment providers, and other stakeholders in the value chain win

Core Banking

Our core banking solutions are the right fit to build your digital-first future

Lending

We assist commercial and retail lenders boost credit operations to thrive in the digital era and beyond, unlocking new growth opportunities

Banking Cloud

We enable optimal cloud benefits through strategic migration, operation, and security, leveraging the right tools and expertise

Open Banking

We leverage improved data flows to aid banks in creating tailored products and experiences that are more relevant and personalized

Sustainable Banking

We assist banks in visualizing and implementing their sustainability agendas to gain a competitive edge as early adopters

Banking Operations

We transform bank operating models with smart technology, reducing costs, enhancing outcomes, and delivering innovative experiences

Customer Experience

We assist banks in reimagining customer experience, strengthening trust, and fostering a sense of purpose

Digital Risks and Compliances

We support banks in navigating compliance, cyber risk, fraud, financial crime, and analytics with advanced technology

Why Trust Us?

With our exceptional insights, extensive partner network, and reliable resources, we ensure you harness the full potential of technology across cloud solutions, ESG initiatives, data management, transformative experiences, and beyond. Our goal is to help you maximize the benefits and opportunities presented by the ever-evolving technological landscape.

A5 Consulting

Igniting Innovation, Empowering Progress, and Driving Evolution

Happy Customers
1 +
Projects
1 +
Domain Experience
1 +

Our Visionary Leaders

Bryan Musto, VP, Head of Financial Services and DX

Bryan Musto

Vice President, Global Head of Financial Services

Linkedin
Jerry Jaravata Financial Services Practice Director

Jerry Jaravata

Financial Services Practice Director

Linkedin

Ready to take the digital next step?

Contact us
Clients
Subscribe To Our Newsletter

Subscribe To Our Newsletter For Exclusive Content And Industry Updates.

Satch Patel, Executive Vice President, MD, UK & EMEA

Satch brings 25+yrs of enterprise global solution experience having contributed to the growth of some of the worlds largest marquee software and hardware giants in the industry from Oracle Corporation, Sun Microsystems, Cisco/EMC, to Apttus & Salesforce.
 
Satch has helped many blue chip organisations realise their vision to modernize their systems from the front office to back office revenue operations to meet the demands of today’s radically transforming and digitally-driven business models, having worked with the likes of Linklaters, CliffordChance, Barclays, RELX Group, Microfocus, Novartis, Siemens, PayPal, Vista Equity Group Companies, London Stock Exchange, TPICAP and Princes Trust.
 
With his leadership approach, experience and passion for helping companies drive transformative change, Satch has a deep expertise in many industries, technologies and best practices across the lead to revenue lifecycle and how driving such digital transformation(s) can improve business growth and increase operational efficiencies  as well as preparing businesses for M&A activities.

Brion Schweers, Board Observer

Brion Schweers is a Senior Vice President of Product Management at Salesforce, currently managing the Revenue Cloud Solution Excellence team. During the past 30 years, Brion has assisted enterprises around the world in transforming their business by focusing on their Product-to-Cash processes. Prior to joining Salesforce Brion was VP & GM, CPQ at Apttus, VP, Sales & Success at A5 Consulting, served on the OAUG ConfigSIG Board and spent 15 years at Oracle in various roles related to their CX and CPQ products. Brion is also the executive Sponsor of Vetforce – Carolinas and is actively involved in the Salesforce Military program where he mentors Veterans and their spouses with actionable, personalized career advice.

Joseph Truhe, Board Member

Joseph Truhe has over 20 years of investing experience. Prior to joining Jefferson Capital in 2013 Joseph was a Portfolio Manager with Whitney Bank in New Orleans, Louisiana, where he oversaw the company’s Trust accounts and served as the Energy sector analyst for the Hancock Horizon Funds. Prior to Whitney, Joseph worked as an analyst and member of the investment committee at HFR Asset Management, a multi-billion dollar hedge fund platform in Chicago, Illinois. There, Joseph reviewed and maintained investment discretion over the firm’s Event Driven and Asia-focused hedge fund allocations. He was also responsible for the expansion of the firm’s Asia-focused fund offerings.  Joseph holds a BA in Economics from Yale University.

Steve Swartzman, Board Member

Steve Swartzman is a Principal and co-founder of CPC. Previously, as a co-founder of C3 Capital, he helped originate and manage over 35 investments, including national brands such as American Apparel, Traeger Grills, and Grunt Style. Steve’s chief focus remains consumer brands and e-commerce enablement businesses, and he currently serves on the boards of Grunt Style, Accel Clinical Research, Spoke Custom Products, Warne Scope Mounts, and New World Natural Brands.

Prior to C3, Steve structured and managed subordinated debt investments at KC Venture Group, and he spent 7 years as a Vice President with Citibank in New York, managing client relationships for emerging markets clients and structuring over $1 billion in complex trade financings. He is a past President of the Midwest chapter of the Small Business Investment Alliance, and he serves on the board of the International Center for Music at Park University in Kansas City.

Steve received a MBA from Columbia Business School and an AB in History and Literature from Harvard College.

He resides in Kansas City, where he was raised, with his wife Evelina and two sons, Harrison and Zandy. When he’s not working, his favorite activities are fishing, golfing, and eating.

Charles Scripps, Board Member

Chad has over ten years of experience investing in dynamic, growing businesses in diverse industries and geographies. His private equity experience includes HIG Capital, which has over $12B in capital under management, and AEA Investors, which manages over $3B of invested and committed capital. While at HIG and AEA, Chad led diligence, structuring, and financial analysis of potential and existing investments, and completed transactions in the industrial products and consumer services industries. Chad also has experience investing in the public equity markets, most notably as a Managing Director at Fox Point Capital, a $1B fund seeded by Julian Robertson of Tiger Management. He invested across a number of industries, including industrials, financials, technology, and consumer products, and led Fox Point’s international research. Prior to focusing his career on investing, Chad was a management consultant at McKinsey and Company, solving strategic problems for the world’s leading companies. Chad earned an MBA with Honors in Finance from the Wharton School at the University of Pennsylvania and a BS with Distinction in Chemical Engineering from the University of Wisconsin-Madison.

Lester F. Alexander II, Board Member

Les Alexander is a partner with Jefferson Capital Partners where he provides mezzanine and equity capital for growth and buyout transactions. Mr. Alexander is a member of the firm’s investment committee and serves on the board of directors of several portfolio companies where he is actively involved in strategic planning and corporate governance. Prior to joining Jefferson Capital, he worked at Advantage Capital Partners where he completed several portfolio company investments and served on the investment committee. Before becoming a private equity investor, Mr. Alexander served as president of Ferrara Fire Apparatus, Inc., a leading fire truck and emergency vehicle manufacturer. At Ferrara, he was responsible for managing a workforce of 450 employees producing over 300 vehicles annually for its domestic and international customers. As an investment banker for 15 years with such firms as Howard Weil, Southcoast Capital, and J.C. Bradford & Co., Mr. Alexander completed over 50 public offerings of debt and equity securities, private placements, and merger and acquisition transactions totaling more than $7 billion for public and private companies in a variety of industries. Mr. Alexander is an adjunct professor at Tulane University and Loyola University where he teaches graduate and undergraduate classes in investment banking, private equity & venture capital, advanced financial management, investments, and entrepreneurship. He is also the board president for Benjamin Franklin High School, a public charter school in New Orleans. Mr. Alexander is the former Chairman Finance of the Association for Corporate Growth (ACG) and served on the global Board of Directors. He is a founder of the Louisiana chapter of ACG and was a recipient of the ACG global Meritorious Service Award and the Louisiana chapter’s Outstanding Service Award. Mr. Alexander received his bachelor of science in Commerce from the University of Virginia in 1989 and his MBA from the University of North Carolina in 1993.

Patrick F. Healy, Board Member

Based in Kansas City, Mr. Healy is a co-founder of C3 Capital. He has been an active private equity investor since 1985 and was a co-founder of C3 Holdings in 1994. Prior to this time, he sponsored and structured equity investments in real estate. He gained extensive workout and restructuring experience as chair of the creditor’s committee of a $1 billion bankruptcy and from being called upon to rescue a publicly-traded company from a major fraud. Mr. Healy was a senior tax partner at Mayer Hoffman McCann, a regional CPA firm, for eleven years. He received a Bachelor of Science in Accounting from the University of Kansas.

Chris Waters, VP of Strategic Sales

As Vice President of Strategic Sales, Chris guides and influences all strategic sales activities at A5 , starting in presales activities, successful sales methodology, sales process, and continued revenue generation and expansion opportunities. Furthermore, he will provide oversight in strategic sales function for the company and develop strategic sales plans that will promote growth in sales and customer satisfaction. Chris has proven his commitment to sales leadership and organizational success through field leadership as National Sales Manager at Deluxe Corporation, Field Sales Manager within the Social / Analytics Cloud at Oracle, US Regional Manager for CPQ Major Accounts at Oracle and now as Vice President on Sr. Leadership Team at A5.

Keith Fox, GM Salesforce Canada

Keith Fox is a software and consulting veteran for the past 34 years. Keith started his career at EDS which was followed by 4-year stint offshore in Bermuda. Keith then returned to Canada where he held a number of progressive sales and technical positions with software companies such as Sybase, BEA, and Oracle. After his stint with Oracle, Keith founded Cloudware Connections, a premier Salesforce consulting partner. 11 years down the line, Cloudware was acquired by A5, and Keith joined as GM for Canada.

Tarun Sharma, Vice President Delivery

Tarun Sharma is Vice President Delivery at A5 and is responsible for customer success, project operations, recruitment, resource utilization, and sales operations functions for Oracle practice. As a business and technology leader Tarun helps businesses develop solution strategies to streamline the sales process and improve customer relations to drive revenues, profits, and build brand loyalty. Tarun has led customers through digital transformation journeys. He has commanded strategic and tactical initiatives to shorten sales cycles, increase deal values and productivity, improve brand awareness and help organizations become easier to do business with. He has helped customers modernize their sales enablement tools and present a single source of information to support an omni-channel sales approach. This includes global roll-out for multiple business units included multi-currency and multi-language. Tarun graduated from Texas A&M University with a Master’s degree in Industrial Engineering.

Adam Rosenfield, VP of Salesforce Practice

As Vice President of A5’s consulting practice – Adam is responsible for both strategic alliances with partners and expanded sales growth through the entire portfolio of A5 services. With over 20 years of Sr. level management consulting expertise – Adam has worn multiple hats in his career including practice development, sales, and client advisory. He has sold & delivered countless enterprise transformational initiatives creating a measurable competitive advantage for his customers. In addition to various technical software certifications, Adam holds an undergraduate and master’s degree in Accounting & Information Technology from the University of Texas at Austin and resides in El Paso Texas with his wife and 3 children.

PJ Alfrejd, CFO

As the CFO, PJ is responsible for all things financial at A5. With over 20 years of experience in financial leadership positions, PJ has worn all the hats required of a growing tech business. His extensive knowledge of the consulting industry, experience with M&A, and strength in operational finance is another catalyst to take A5 to the next level in its growth trajectory. PJ is a CPA with a BS in Accounting from the University of Illinois, Urbana-Champaign, and has held various finance leadership positions at Exodus/Savvis (acquired by Centurylink), Neohapsis (acquired by Cisco), and mFoundry (acquired by FIS).

Vinay Kruttiventi, President & CEO / Chairman of the Board

As the CEO of A5, Vinay plays an active role in all aspects of day-to-day business operations. He is also actively involved in establishing a strategy and vision for the company. As a true customer advocate with Salesforce and Oracle product development, Vinay is actively engaged in various industry user/special interest groups. Since founding the company in 2004, Vinay has grown the business into a leading Salesforce, and Oracle partner focused on multi-cloud transformations.

Vinay has successfully implemented and architected CPQ solutions and multi-cloud complex transformation projects for various Fortune 500 companies since 1996. He has a strong authority over industry, process, and technology in Configure-Price-Quote and ERP applications. Vinay graduated from Osmania University with a Bachelor of Engineering degree and JNTU (Jawaharlal Nehru Technical University) with a Master in Technology degree.