Northwell Financial · Implementation

Retail Bank Op-Model Redesign

Client
Northwell FinancialT1
Banking — Retail · Chicago · $680B assets
Practice & Delivery
Transformation
SDL
GMGarav Mehta
Team
GMRKLP
Contract value
$3.2M
Burned
$1.1M
Remaining
$2.1M
Days elapsed
95 / 375
Health
green
Service Delivery Model
Orchestration
green
Account Mgmt
green
Compliance
green
SDL
green
Milestones
  • Current-State Diagnosticcomplete
    due Mar 1, 2026
  • Future-State Op Model Workshopin progress
    due May 11, 2026
  • Implementation Roadmapupcoming
    due Jun 29, 2026
  • Wave 1 Pilotupcoming
    due Sep 27, 2026
Recent Touchpoints
weekly statusApr 25, 2026
Workshop prep on track. Pre-reads circulated to client leadership.
GM
Compliance Checks
MSA in placepass
SOW signedpass
Asset Harvesting
  • Retail Op-Model Diagnostic ToolkitMar 11