EVENTUM   Enterprise Solutions

Our Story

EVENTUM Enterprise Solutions is an innovative, solutions- based consulting boutique committed to helping clients execute upon their portfolio of strategic objectives through the utilization of our industry savvy domain experts, proven business methodologies, and innovative technology & business tools.

With the experiences from more than 2000 client engagements, which is the cornerstone of the EES resource and intellectual capital repository, combined with our high touch global service delivery model, we enable our clients’ to solve their most complex business challenges, capitalize on opportunities, and optimize the utilization of their most abundant asset their human capital.

EVENTUM is uniquely suited to deliver a customized solution contributing to the entire “C” suite of objectives using best practice concepts that are constantly refurbished to challenge the status quo.

We can be strategic, we provide industry perspectives, we integrate best practices, but most importantly we listen and execute.

Our Sector Specialization


  • Asset Services
  • Consumer Lending
  • Global Custody
  • Personal/Inst. Trust
  • Retail Card Services
  • Treasury


  • Capital Markets/Trading
  • Investment Management
  • Prime Brokerage
  • Securities Lending
  • Wealth Management


  • Consumer
  • Diagnostics
  • Medical Devices
  • R&D


  • Claims Processing
  • Commercial Lines
  • Consumer Lines
  • Life / Annuities
  • Reinsurance

Employee Benefits

  • DC Plans
  • DB Plans
  • Equity Comp Plans
  • HR Outsourcing
  • Non-Qualified Plans

Health + Welfare

  • Compliance
  • Digital Patient
  • Management
  • H&W Plan Administration
  • HSA/FSA Administration

Our Capabilities

CIO | Technology

  • Application Rationalization
  • Architecture + Design
  • Business Requirements
  • Change Management
  • Cybersecurity
  • Data/Service Management
  • Digital Transformation
  • Software Development
  • QA + Testing
  • Workforce Augmentation

CIO | Finance

  • Balance Sheet Analysis
  • Cash Management
  • M&A Due Diligence
  • Month End Close outs
  • Performance Measurement
  • Planning + Budgeting
  • Policies Procedures
  • Product Profitability
  • Regulatory Reporting
  • Scorecards+ KPI
  • Workforce Augmentation

COO | Business Operations + services

  • Advisory Services
  • Business Continuity Planning
  • Call Center Optimization
  • Compliance Testing + Risk Reviews
  • New Product Implementation
  • Operating Model Redesign
  • Process Mapping + Reengineering
  • *Remediation Efforts
  • Service Model Redesign
  • Supply Chain Management
  • Workforce Augmentation
*Modifying ineffective behavior is the initial step in the blueprint for effective change, our diversification enables us to drop in at any point of the business reinvention cycle, which we identify as “RSO” (REMEDIATE STABILIZE OPTIMIZE], You need to comprehensively know where you are before you can determine where you need to go.