Real Business Transformation Stories

See how businesses across industries improved operations, strengthened leadership, and unlocked growth with Frost Consult by their side

Some of Our Work

Engagement: Banking Operations Strategic Advisory

Challenge:
The bank wanted to launch a business process optimization program to improve operational efficiency and better leverage existing technology.

Frost Consult’s Role:

Defined the business process optimization program vision, governance structure, recommended team and roadmap.
Conducted comprehensive assessments of current technology usage and operational workflows.
Identified over 1,300 FTE hours in potential time savings through process improvements and system integrations.
Delivered 30+ targeted process improvement recommendations in the Deposit Services area.
Provided organizational structure recommendations to align with operational goals.

Outcome:
The initiative significantly enhanced operational efficiency and laid the foundation for a sustainable process improvement culture.

Engagement: Fractional CIO/COO Services

Challenge:
Executive team needed interim leadership to oversee technology and operations organization and facilitate knowledge transfer for new leader.

Frost Consult’s Role:

Provided interim CIO leadership during the transition.
Assessed and advised on senior technology and operations leadership.
Developed a strategic roadmap for technology and operations.
Rescued delayed projects, including a front-office software replacement.
Supported executive and board-level communications, audit remediation, and regulatory interactions.
Participated in the CIO search and facilitated knowledge transfer.

Outcome:
Stabilized leadership, re-energized critical initiatives, and positioned the bank for long-term strategic execution.

Engagement: Small Business Advisory

Challenge:
Trade services company was outgrowing their start-up processes, acknowledging they needed to modernize their operations.

Frost Consult’s Role:

Performed a business operations assessment.
Analyzed operational needs to define requirements for a CRM and servicing platform.
Researched and proposed technology vendors and upgrades to improve efficiency and support growth.
Led vendor evaluation, selection, and negotiation to ensure best-fit solutions.

Outcome:
Delivered a budget and plan for implementation that supported their growth goals and improved employee experience.

Engagement: Digital Transformation Leadership

Challenge:
The bank needed to modernize operations and drive enterprise-wide digital transformation.

Frost Consult’s Role:

Established a Digital Transformation Office to align initiatives with the bank’s vision.
Led cross-functional teams to digitize 140+ processes.
Oversaw technology platform integrations to unify sales and back-office operations.
Managed fintech partnerships, including government program integrations and new digital deposit channels.

Outcome:
Achieved over $1MM in annualized time savings contributing to a 500-basis point improvement in efficiency ratio; Reduced service turnaround times from days to minutes.

Engagement: Fractional CIO Services

Challenge:
Established foundational IT governance and risk management for a growing fintech startup.

Frost Consult’s Role:

Developed IT/IS program documentation, business continuity, and incident response policies.
Conducted vendor risk assessments and implemented ongoing risk review processes.
Acted as strategic technology advisor in investor due diligence and governance meetings.

Outcome:
Enabled the startup to meet regulatory expectations and investor scrutiny, while building a scalable technology governance framework.

Engagement: Workflow Case Redesign

Challenge:
Company was experiencing lower than expected adoption of Salesforce cases.

Frost Consult’s Role:

Partnered with technology and operations teams to redesign Salesforce workflows.
Designed intuitive, dynamic user flows to improve usability and adoption.
Delivered a reusable design methodology to enable internal teams to continue optimizing independently.

Outcome:
Achieved increased enterprise-wide adoption of Salesforce, improving case management efficiency and end user satisfaction.

Engagement: Salesforce Strategic Enablement Program

Challenge:
The bank was looking to leverage more of their Salesforce investment to support their sales teams and daily operations to support embedded banking business model.

Frost Consult’s Role:

Assessed business needs and aligned Salesforce capabilities with strategic goals.
Developed a comprehensive roadmap, staffing plan, and budget to support implementation.

Outcome:
Positioned the bank to fully leverage Salesforce for sales enablement and operational efficiency.

Engagement: Strategic Advisory for Credit Policy Implementation

Challenge:
The bank needed to scale its credit operations in preparation for growth through acquisitions.

Frost Consult’s Role:

Advised on the implementation of a new credit policy and approval workflow in nCino.
Supported implementation teams with banking/credit team best practices.

Outcome:
Delivered a scalable credit operations framework, supporting the bank’s acquisition strategy.