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About Us

Executive

Executive leader, Board Advisor, innovator and business manager with 30+ years of successes in financial services, business services management, transformation, business architecture and operations management. Recognized as a thought leader, team builder and results-oriented executive proven in leadership roles at Mutual of Omaha, KPMG, American Express, and the Royal Bank of Canada (RBC).
Anthony Grey
Chief Info & Ops. Officer
A technology visionary entrepreneur with a passion to deliver extraordinary customer results by integrating best practices and technology into successful client projects. Founder and CEO of two IT Integration firms, and 30 years of complex IT integration experience. Phil brings his visionary skills and passion to enable client innovation for success.
Phil Santoni
Chief Executive Officer
25+ years of experience in the financial services sector. As President of Bank of America Technology Investments, Inc. and Bank of America Ecommerce Holdings, Inc., he managed the investment of over $125 million in 40+ early stage venture capital backed companies. Served as a founder, director, and/or advisor to several companies. Founded Bank of America’s Strategic Alliances & Investments Group.
Daniel Friel
Chief Strategy Officer

Our Team

Experienced leader of enterprise information and document management system delivery with 15+ years of success in industries such as Automotive, Health Care, Engineering, I.T. and Financial Services. Results driven Usability and Design thought leader with a proven track record in various roles in both the Public and Private sector including companies such as Bombardier Aerospace and Royal Bank of Canada.
Chris Guse
Executive leader, advisor, innovator and business transformation champion with 25+ years of success in business advisory, financial leadership, business process transformation and automation across various industries such as Financial Services, Public Sector / Government, Real Estate Investment firms and Telecommunications. Results driven thought leader with a proven track record in various roles at Deloitte, EDS, TELUS, and Royal Bank of Canada.
Todd Hanson
Hugh Fleming
38+ years’ experience as an executive leader across North America in the financial services, payments and loyalty marketing sectors. Proven leadership in roles with Effective Execution Consulting, Kobie Marketing and RBC Royal Bank, Currently a senior faculty leader and board member of the Loyalty Academy.
Margaret Meraw
Business leader and entrepreneur with 30+ years experience in executive sales, financial services, professional services and technology leadership. Scott has deep experience across banking, capital markets and insurance industry. He has been Americas Head of Financial Services Sales (SW/HW/Services) for several leading technology companies, which generated more than $1.5B of revenue, overseeing some of the largest corporate accounts. Scott has been a key leader in major merger integrations and technology innovation programs. His passion for cutting-edge technology and business development has enabled him to work with technology leaders like Bank of America, Oracle, HP and DXC Technology while continuing as an active entrepreneur.
Scott Howard
Program Control Manager with 25+ years in delivering successful enterprise-level projects. Program, Project & Scrum manager skilled as a Scrum Master, Business & Systems Analyst, and Solution Architect. Extensive domain experience in Financial Services, Telecomm, and Public Sector. Proven team leader and committed relationship builder ensuring effective partner/vendor/client facilitation and business results.
Stella Hung
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