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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.

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    Latest blog posts by Andy Efstathiou:

    • Infosys Accelerates BFS Growth in NA with Platform-Based Digital Services Sales

      Sep 17, 2019, by Andy Efstathiou

        At the 2019 Infosys Confluence North American event last week, we spoke with execs about how Infosys has been driving accelerated growth in the BFSI sector in North America. Most of Infosys’ revenues in BFSI are in Banking and Financial (BFS) services, where the recent growth bee[...]

    • How Capgemini is Helping Banks Transform Trade Finance

      Aug 29, 2019, by Andy Efstathiou

        Improving efficiency and reducing manual processing of trade finance services has been a difficult challenge for over a century. However, the industry is on the cusp of a transformation which promises to standardize and automate this highly idiosyncratic, manual ecosystem. This blog id[...]

    • HCL’s EXACTO Intelligent Automation Streamlines Bank Trade Processing

      Jul 16, 2019, by Andy Efstathiou

        The BFSI industries are increasingly looking to intelligent automation (IA) to address key challenges in their business. A recent NelsonHall survey of 50 BFSI executives found that they perceive that IA is able to replace manual processing and human decision-making, allowing the bank&r[...]

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