Talent solution

A financial services organization, founded on military values and dedicated to serving those who defend our nation, remains committed to serving with excellence and supporting members’ evolving needs across generations.

As they embarked on a strategic modernization initiative, they turned to Pyramid Consulting to ensure a seamless digital transformation that preserved their legacy of trust and service.

Challenges

The client aimed to upgrade legacy, homegrown systems while ensuring uninterrupted service for its loyal members. With a technology stack that included both aging and modern digital platforms, they faced a complex balancing act:

• Legacy systems weren’t transferring data cleanly to new platforms.
• Simultaneous operation of legacy and new systems required expert oversight.
• Downtime and disruption were not acceptable given the importance of uninterrupted access for their members.
• Managing internal stakeholders, third-party vendors, and compliance audits added to the complexity.
• The client’s top priority was to modernize while maintaining its hallmark member service excellence.

Our solution

With deep appreciation for the client’s military values and customer-first mission, we deployed a talent solution uniquely suited to the challenge.

• Legacy expertise: We engaged former consultants who had prior experience with the specific legacy systems the client was replacing. This drastically reduced onboarding time and risk.
• Bridge roles: A dedicated project coordinator ensured seamless task execution, vendor coordination, and stakeholder alignment.
• Ongoing innovation: Experienced iOS developers managed smaller digital initiatives, enabling the client’s internal team to focus on broader transformation goals.
• Quality assurance: A reviewer role was integrated to audit new systems, verify member experience, and flag compliance or functionality issues early.

By aligning deeply with the client’s mission, we provided not just technical resources but committed partners in progress.

Business outcomes

The results speak to our shared commitment to excellence and purpose:

• 30% increase in customer satisfaction, as reported in early post-release surveys.
• Early project completion, leading to budget savings and operational efficiency.
• Zero service downtime during legacy transition periods, upholding the client’s promise to its members.
• Enhanced audit readiness and compliance confidence, thanks to proactive review cycles and real-time reporting.

This engagement wasn’t just about upgrading systems. It was about preserving trust. For the client, every technology decision reflects a deeper mission to honor and serve military families with excellence.

We approached this partnership with that same purpose. By blending legacy expertise with forward-focused talent, we ensured a seamless transition that protected the client’s member experience while enabling future growth. Together, we proved that innovation is most powerful when it advances a mission that truly matters.