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.
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Contact Andy Efstathiou
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Reports by Andy Efstathiou:
Infosys - Transforming Wealth and Asset Management Services
Apr 15, 2024 | Vendor Analysis by Andy Efstathiou
This NelsonHall vendor assessment analyzes Infosys' offerings and capabilities in wealth and asset management services [...]view this reportdownload abstractAvaloq - Transforming Wealth and Asset Management Services
Apr 02, 2024 | Vendor Analysis by Andy Efstathiou
This NelsonHall vendor assessment analyzes Avaloq's offerings and capabilities in wealth and asset management services [...]view this reportdownload abstractWNS - Transforming Wealth and Asset Management Services
Mar 25, 2024 | Vendor Analysis by Andy Efstathiou
This NelsonHall vendor assessment analyzes WNS' offerings and capabilities in wealth and asset management services [...]view this reportdownload abstractGenpact - Transforming Wealth and Asset Management Services
Mar 04, 2024 | Vendor Analysis by Andy Efstathiou
This NelsonHall vendor assessment analyzes Genpact's offerings and capabilities in wealth and asset management services [...]view this reportdownload abstractTransforming the Banking Industry with ESG Services
Jan 04, 2024 | Market Analysis by Andy Efstathiou
NelsonHall's market analysis of intelligent automation services in banking consists of 96 pages. [...]view this reportdownload abstract
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Latest blog posts by Andy Efstathiou:
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Capgemini & Salesforce: Enabling Banks to Deliver Customer-Centric Buying Experience
Mar 18, 2024, by Andy EfstathiouFinancial institutions have complex portfolios of products presented to customers in a siloed, product-centric fashion, which makes shopping for financial products inefficient and reduces the overall customer experience. However, digital delivery promises to improve customers' shop[...]
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Infosys Delivering Financial Services Ops Transformation with AI-First Strategy
Mar 14, 2024, by Andy EfstathiouNelsonHall recently attended the Infosys U.S. Analyst Day in Dallas, the theme of which was “Being AI First”. It demonstrated clear progress since last year’s conference in Infosys’ thinking and approach to the critical steps for effective implementation and ope[...]
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Wealth & Asset Managers Shift Focus to Serve New Customers
Jan 29, 2024, by Andy EfstathiouFinancial institutions are rapidly starting or growing existing wealth and asset management businesses. In the U.S., wealth assets under third-party management have grown over the last five years by 16.8% CAGR to 2023 (Source: Statista). Wealth advisors are looking to continue to inves[...]
Commented Tracking service articles:
Worldline Launches a Metaverse Showroom to Bridge the Gap between the Network of Virtual and Real Worlds for e-Commerce Merchants
May 31, 2022 | New Offerings by Andy Efstathiou
Worldline Acquires 51% Stake for $340m in Commercial Acquiring Business of ANZ Bank
Dec 14, 2020 | Mergers and Acquisitions by Andy Efstathiou
TSYS Awarded API Software Contract by FPS Trust Company for Healthcare Related APIs
Oct 05, 2015 | Contracts by Andy Efstathiou
Jack Henry Announces it is Processing EMV Debit Card Payments for Mastercard and VIsa
Sep 29, 2015 | New Offerings by Andy Efstathiou
Jack Henry Announces Fiscal Q4 2015 Revenues Up 5.9% to $333.7m
Aug 25, 2015 | Financial Results by Andy Efstathiou