Track Record

Delivered across
two decades.

NexEra's engagements span the full range of technology and transformation work — from regulatory compliance programs and AML technology uplift to digital platform modernization, open banking delivery, and enterprise-wide transformation at some of Canada's largest institutions. Client names are not disclosed; the work speaks for itself.

Financial Services Transformation
Enterprise AML Technology Uplift & AI/ML Enablement

Led a multi-workstream AML technology program at a major Canadian bank, coordinating engineering, data science, compliance, and infrastructure teams across transaction monitoring, name screening, and regulatory reporting platforms. Shaped AI/ML enablement within AML — including model-training workflows, agentic AI integration, and dataset readiness — to accelerate regulatory lookback cycles under FINTRAC oversight.

  • Accelerated regulatory lookback execution through AI/ML-driven dataset preparation and workflow automation
  • Coordinated delivery across engineering, data science, architecture, and compliance teams on concurrent workstreams
  • Established delivery governance and technical alignment across a compliance-sensitive, audit-facing program
AML Technology AI/ML Enablement FINTRAC Regulatory Delivery Financial Services
Financial Services Technology
Digital Onboarding Transformation — End-to-End Channel Redesign

Led end-to-end delivery of a major digital onboarding transformation at a national bank, redesigning application flows across web and mobile channels and coordinating product, UX, engineering, QA, and third-party partners through full delivery. Shaped product requirements, defined delivery strategy, and managed technical, compliance, and operational constraints across the program lifecycle.

  • Improved digital onboarding conversion from 3% to 42% — a step-change in digital channel acquisition performance
  • Delivered with near-zero financial variance across a complex, multi-team program
  • Reduced customer friction across acquisition, onboarding, and authentication flows through platform and experience redesign
Digital Onboarding Product Delivery Web & Mobile Financial Services Transformation
Financial Services Technology
Open Banking, Payments & Infrastructure Modernization

Led technology delivery across open banking, payments modernization, and infrastructure programs at a major Canadian bank — spanning Payments Canada alignment, ISO 20022 migration workstreams, and enterprise infrastructure uplift. Operated within engineering, architecture, and product teams to shape delivery approaches, manage cross-functional dependencies, and maintain execution momentum across a complex, multi-domain program environment.

  • Maintained delivery structure and cross-team alignment across concurrent open banking and payments workstreams
  • Supported ISO 20022 and Payments Canada modernization delivery within a regulated, compliance-facing context
  • Established technical roadmaps and delivery frameworks for infrastructure and platform modernization initiatives
Open Banking Payments ISO 20022 Infrastructure Financial Services
Capital Markets Technology
Supervisory Technology & Third-Party Integration Program

Led delivery of technology onboarding and integration initiatives within the Supervisory Technology Services group of a major investment bank. Redesigned onboarding workflows, streamlined technical dependencies, and aligned integration processes with Capital Markets controls and platform requirements — recovering a multi-month delivery backlog and significantly improving throughput.

  • Improved third-party application onboarding throughput by 53% through workflow redesign and dependency removal
  • Recovered a multi-month development backlog by redefining scope and realigning cross-functional priorities
  • Established delivery visibility and risk transparency for senior stakeholders within Capital Markets IT
Capital Markets Supervisory Technology Integration Delivery Recovery
Telecommunications Transformation
Enterprise B2B Omni-Channel Digital Transformation

Led digital product delivery across multiple B2B omni-channel workstreams at a national telecommunications organization, coordinating six agile squads across UX, engineering, and QA. Redesigned the operating model, overhauled intake and stakeholder engagement processes, and defined the omni-channel product roadmap — improving velocity, reducing operational noise, and strengthening delivery predictability.

  • Introduced a revised operating model that materially increased bi-weekly team velocity across six agile squads
  • Reduced inbound operational queries by 77%, enabling teams to focus on product and engineering delivery
  • Delivered an aligned omni-channel product roadmap across web and mobile for a complex B2B environment
Telecommunications Omni-Channel B2B Agile Delivery Operating Model
Retail & Digital Commerce Transformation
Click & Collect Omni-Channel Program — National Retailer

Drove delivery of a large-scale omni-channel Click & Collect program for a national retailer, coordinating product, engineering, UX, operations, and retail teams across web, mobile, and in-store integration workstreams. Shaped delivery strategy, release planning, and cross-team operating models — improving program efficiency and establishing governance rhythms that strengthened stakeholder visibility and execution discipline.

  • Improved overall program efficiency by 27% through redesigned operating models for change control, financials, and communications
  • Led execution across application development, system integration, testing, deployment, and transition to operations
  • Built stakeholder and vendor alignment across a complex, multi-squad enterprise program
Retail Omni-Channel Click & Collect Program Delivery Digital Commerce
Financial Services Strategy
Global Regulatory Compliance Programs — FATCA & CRS

Led delivery of large-scale global regulatory compliance programs — including FATCA and CRS — at a major Canadian bank, coordinating business, technology, risk, legal, and operations teams across multi-million-dollar program portfolios. Managed enterprise platform implementations, cross-jurisdictional data requirements, and executive-level governance across multi-year programs with significant regulatory and financial risk.

  • Delivered FATCA and CRS compliance programs within a complex, globally coordinated multi-jurisdictional environment
  • Directed cross-functional teams of 30+ across engineering, business, risk, finance, and vendor partners
  • Optimized 20+ operational processes, reducing customer onboarding time by 15% and contributing to $2M in annual cost savings
Regulatory Compliance FATCA CRS Financial Services Program Leadership
Digital Commerce Strategy
Digital Product Modernization — Web & Mobile Platform

Led digital product strategy and delivery for a multi-million-dollar web and mobile modernization program, shaping the product vision, roadmap, and release strategy across customer experience, feature development, and technology delivery. Worked directly with engineering, UX, data, and business teams to redesign user journeys, reduce acquisition friction, and improve platform scalability.

  • Increased website conversion rates by 2.35% within four months, generating $1.2M in incremental revenue
  • Reduced delivery timelines by 14.3% through improved scope definition, team alignment, and release planning
  • Influenced architectural decisions to support scalable digital experience enhancements and reduce long-term delivery overhead
Digital Product Web & Mobile Product Strategy Conversion Optimization
A Note on Confidentiality

Client names are not disclosed.
Outcomes are real.

NexEra operates within the confidentiality expectations of the financial services, capital markets, and regulated industry environments we serve. Engagement descriptions are accurate representations of the programs delivered — industry context, program scope, and outcomes are factual, with client identities withheld as a matter of professional practice.

Sectors

Experience across
regulated industries.

🏦
Financial Services & Banking

Multi-year engagements at major Canadian banks spanning AML technology, digital transformation, open banking, payments, regulatory compliance, and enterprise modernization.

📈
Capital Markets

Technology delivery within supervisory technology and institutional capital markets environments, including third-party integration and platform onboarding programs.

🏛
Government & Public Sector

Strategic advisory and technology delivery in regulated public sector environments. Active Secret Security Clearance held for sensitive engagements.

📡
Telecommunications

Enterprise B2B digital transformation, operating model redesign, and multi-squad agile delivery at a national telecommunications organization.

🛡
Insurance & Wealth Management

Compliance technology, data platform modernization, and transformation programs across wealth management and insurance environments.

🛒
Retail & Digital Commerce

Omni-channel digital transformation and enterprise program delivery at a national retailer, spanning web, mobile, and in-store integration workstreams.

Work With NexEra

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