Select engagements
Twenty-five years of delivery inside top-tier U.S. financial institutions.
Enterprise regulatory remediation — $200B+ institution
Directed a strategic identity and access remediation program that achieved compliance with Large Financial Institution regulatory standards within the program timeline, closing examiner findings and establishing the bank’s enduring identity governance framework.
Global privacy and consent program — operations in 20+ countries
Architected a consent-management automation strategy and led global technical integration of an enterprise consent platform, enabling full GDPR and CCPA compliance across the institution’s web properties.
Customer data and AI strategy — top-5 U.S. bank
Led vendor evaluation of customer data and AI marketing platforms with privacy-by-design compliance built into the selection criteria. The recommendation was adopted as the foundation for enterprise customer data strategy across 70M+ customer relationships.
Regulated AI product launch — major U.S. bank
Created the program strategy and go-to-market roadmap for one of the first bank-launched automated investing platforms.
Enterprise systems risk and adoption — $200B+ institution
Led end-to-end vendor selection and enterprise-wide implementation of a digital asset management platform, reducing compliance risk exposure across multiple regulatory touchpoints.
Sectors: Banking · Wealth management · Insurance · Regulated financial services
PL Interactive is an independent consultancy established 2000.