Technology Implementation for Financial Institutions
Lending systems. AI deployment. The work that comes after the contract is signed.
What I Do Schedule a CallImplementation and advisory for banks navigating lending platforms, AI deployment, and post-go-live operations.
nCino, LoanIQ, and Salesforce implementations. Platform migrations and system consolidation. Post-go-live support models and FTE planning for banks of any size.
Microsoft Copilot deployment with examiner-ready controls. AI readiness assessments. Governance frameworks aligned to FFIEC, OCC, and NIST AI RMF. Built for regulated institutions.
Platform evaluation, integration architecture, and technology roadmaps. Whether you are consolidating four loan accounting systems or figuring out what to do with the nCino instance you inherited.
Stakeholder alignment, training programs, and governance frameworks for technology rollouts. From 20-branch community banks to enterprise lending operations.
Most consultants have been on one side of the table. I have been the bank customer, the implementation lead, and the product builder.
I drove the first integration between nCino and TransUnion for consumer credit reporting as the bank customer at ServisFirst Bank. I later designed the same capability at Cync Software across all major credit bureaus, this time from the vendor side.
I architected an end-to-end loan document automation workflow spanning nCino as the origination layer, a middle-tier server for processing, and a document management platform for intake and sorting. Three distinct systems, one automated pipeline.
I implemented nCino at a community bank and trained 250 employees across 20 branches. I now lead a four-platform loan system consolidation at a $200B+ institution. The work is different. The discipline is the same.
Community banks are under pressure to have an AI strategy. Board members are asking questions. Examiners are starting to look for policies. Employees are using ChatGPT on their phones whether anyone approved it or not.
Most banks do not need a custom AI model. They need Microsoft Copilot deployed safely with the right controls, the right policies, and documentation that holds up when the regulators come through.
A two-week engagement that tells you exactly where you stand. We audit your Microsoft 365 environment, map your data governance gaps, and deliver an examiner-ready report with a concrete next-steps roadmap.
We deploy Copilot to a controlled group inside your bank. DLP policies, sensitivity labels, conditional access, and audit logging configured. Productivity gains measured. Every control documented for your next examination. Your IT team trained to run it after we leave.
Board-adoptable policies. Acceptable use documentation. Model and vendor inventory. Incident response procedures. Aligned to FFIEC guidance, OCC supervisory letters, and NIST AI Risk Management Framework.
We have been inside regulated institutions making technology work safely. We are not theorists.
Schedule a ConversationI have spent my career at the intersection of banking operations and technology. I started as a practitioner inside banks, served as an nCino and Salesforce platform manager, and now lead product management across the systems that make commercial lending run at scale.
Through Higg Partners, I implement lending platforms and deploy AI for financial institutions. Community banks and enterprise operations. The work is different at each scale, but the discipline is the same: controls, documentation, and someone who owns it after go-live.
First Citizens Bank (SVB Division)
November 2024 - Present | Remote | Contract via Empiric Solutions
Lead product management across four loan accounting platforms and two strategic workstreams focused on system integration and platform modernization following a major acquisition. Serve as the primary product voice across a three-chain matrix spanning product, technology, and operations.
NDS Systems / Cync Software
May 2022 - April 2024 | Remote
Led product strategy for the Cync Loan Origination System serving commercial lenders nationwide. Designed credit bureau integrations across all major bureaus. Developed reporting capabilities and aligned product roadmap with market demands.
ServisFirst Bank
March 2013 - July 2019 | Birmingham, Alabama
Led Salesforce and nCino platform implementations. Drove the first integration between nCino and TransUnion for consumer credit reporting. Architected a three-system loan document automation workflow. Launched nCino Commercial Lending Solution on time and within budget, trained 250 employees across 20 branches, and built reporting infrastructure supporting the bank's IPO in 2014.
Open to consulting engagements in lending platform implementation, AI deployment, and banking technology strategy.