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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
Multi-year engagements at major Canadian banks spanning AML technology, digital transformation, open banking, payments, regulatory compliance, and enterprise modernization.
Technology delivery within supervisory technology and institutional capital markets environments, including third-party integration and platform onboarding programs.
Strategic advisory and technology delivery in regulated public sector environments. Active Secret Security Clearance held for sensitive engagements.
Enterprise B2B digital transformation, operating model redesign, and multi-squad agile delivery at a national telecommunications organization.
Compliance technology, data platform modernization, and transformation programs across wealth management and insurance environments.
Omni-channel digital transformation and enterprise program delivery at a national retailer, spanning web, mobile, and in-store integration workstreams.