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Meet the NelsonHall Team

Andy Efstathiou

Andy is the Banking Sourcing Research Director at NelsonHall where he has global responsibility for Retail and Commercial Banking BPS, Capital Markets BPS, and RPA, AI, and FinTech services in Banking, including consulting, design & deploy, and operations support.

In this key role, Andy assists both buy-side and vendor organizations in assessing opportunities and supplier capability across Banking services, including in the areas of Core Banking, Payments, Mortgages & Loans, Securities Processing. In these domains Andy covers professional services, hosting, and BPS.

In this key role, Andy assists both buy-side and vendor organizations in assessing opportunities and supplier capability across Banking services, including in the areas of Core Banking, Payments, Mortgages & Loans, Securities Processing. In these domains Andy covers professional services, hosting, and BPS.

His current project is Transforming Wealth & Asset Management Services AI.

Andy joined NelsonHall in September 2005 after gaining extensive financial management experience at global banks, including Citibank and U.S. Trust, where he worked for 20 years, and consulting for ten years prior to joining NelsonHall. Andy's operational experience includes key roles managing the customer and counterparty operations within other financial institutions. He then worked in a consulting capacity, advising regulatory agencies and investment banks on operational issues and business performance.

Andy has a BA in economics from Harvard College, and an MBA. from Stanford. He lives in Massachusetts with his wife Nancy and their two children. When not working, Andy enjoys sailing, hiking, and travel.

Analyst Relations professionals can visit the NelsonHall AR Portal to learn more about our upcoming projects.

Contact Andy Efstathiou

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    Latest blog posts by Andy Efstathiou:

    • How Xebia is Helping Banks Improve Key Processes

      Jan 13, 2022, by Andy Efstathiou

        Digital transformation has accelerated in the banking industry since the start of the pandemic. This blog describes some recent digitalization activities a bank undertook with Xebia to improve its customer contact processes and provide differentiated service with increased efficiency. [...]

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    • Two High-Growth Areas for Banking ITS & BPS in 2022

      Jan 11, 2022, by Andy Efstathiou

        In 2022, the financial industry will continue to focus on building out its cloud and digital services infrastructure. This will be a deepening of capabilities for banks that have started their transformation, and the start of the journey for institutions that have not yet initiated the[...]

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    • Kyndryl: Key Lessons in Moving a BFS Provider to the Cloud

      Dec 20, 2021, by Andy Efstathiou

        On December 15, 2021, Kyndryl and Viewpointe announced a cloud migration, modernization and management contract. The engagement provides insight for BFS executives into how banking services operations vendors are moving to the cloud to simplify operational delivery and enable business [...]

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