Financial Services Technology Experts
Fractional technical leaders and hands-on developers helping financial services firms sell smarter and deliver better customer experiences.
Our mission
We operate as fractional technical leaders and hands-on developers with deep expertise across private equity, PE-backed portfolio companies, investment banking, wealth management, banking, and payments. We move with the same urgency you do—unlocking value from Salesforce, Microsoft, MuleSoft, Databricks and more without adding headcount or removing what already works.
Our approach
How we deliver value
Deep Discovery
Understand your business, technology, and goals before proposing solutions.
Hands-on Delivery
Tiger teams that build and implement, not just advise.
Knowledge Transfer
Your team gets stronger. Lasting impact beyond the engagement.
Ongoing Partnership
Long-term relationships built on trust and results.
Ward Wood
Founder & CEO
Ward brings over a decade of technology leadership experience, advising executives and boards on AI transformation and technology strategy. He works directly with senior leadership to shape AI roadmaps, build technology strategies, and lead implementation. Deep technical expertise meets business acumen—driving real outcomes, not just technology for its own sake.
What sets us apart
Executive experience
Senior leadership experience, not just consulting.
Practitioners
We build and implement, not just advise.
Flexible commitment
Part-time leadership, full-time impact.
Outcome-focused
Invested in your success, not hours billed.
Financial services expertise
Deep expertise across the financial services landscape
Private Equity
Fund operations, portfolio reporting, deal flow management
PE Portfolio Companies
Technology modernization and value creation for PE-backed firms
Investment Banking
Deal execution, client relationship management, pitch automation
Wealth Management
Advisor productivity, client experience, portfolio insights
Banking
Digital transformation, compliance automation, customer experience
Payments
Payment processing, fintech integration, transaction optimization
Legal Entity: ForceX Consulting LLC | DBA: Force Multiply
Ready for AI leadership?
Let's discuss how fractional executive leadership can accelerate your transformation.
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