an experienced leader in global transformational project management in financial services.

Richard Sachs PMP CMC has over 25 years experience in business and IT projects in financial services, wealth management and insurance for multi-national clients. In the last 18 months at Oracle with a Key Account Team I helped senior leaders in insurance, wealth management and banking transform their vision to digital realities and drive new performance opportunities to their bottom line.

Your customers have changed and continue to expect more from their experience in doing business with you.

Multi channel has been replaced by Omni-channel where experience, sales, service and knowledge must move seamlessly across all.


The data driven decision process will separate the winners from the losers and your analytic tools, technologies and capabilities must perform.

The modern organization is moving capacity, agility and deployment to new cloud models for savings and simplification of IT.

SEASONED PRO driving change

modern it  


​​​Global Project Management in digital transformation

Financial  Services & Insurance


CUSTOMER experience