Octo

Eight Pillars. One Firm.

Senior-led counsel across the full technology and finance mandate.

Each pillar is led by a practitioner who has held senior operating roles in that domain — not a consultant who studied it. We engage at the level where decisions are made.

01

Business Performance & Growth

We design commercial strategies that scale — sharpening revenue models, unlocking new markets, and building growth engines that hold up under institutional scrutiny.

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TYPICAL ENGAGEMENT SCOPE

  • Commercial and revenue strategy
  • Market entry and expansion
  • Pricing and monetization design
  • Distribution and partnership structuring

EXPERIENCE-BACKED APPROACH

Our team has driven measurable commercial impact — including a 30% improvement in forecast accuracy and USD 6M in inventory savings through demand and supply chain optimisation.

02

Business & Technology Transformation

Enterprise transformation grounded in execution, spanning both the operating model and the technology underneath it. We redesign target operating models and lead finance-process transformation — P2P, O2C, R2R, and FP&A — across complex, multi-ledger technology estates.

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TYPICAL ENGAGEMENT SCOPE

  • Target operating model design
  • Finance process transformation (P2P, O2C, R2R, FP&A)
  • Enterprise transformation delivery
  • Post-merger integration and redesign

EXPERIENCE-BACKED APPROACH

Our leadership has led finance transformation programmes exceeding USD 100 million — spanning P2P, O2C, R2R, and FP&A process design, multi-ledger GL reconciliation, and regulatory reporting across complex banking ecosystems.

03

AI Adoption & Industrialisation

We help institutions move from AI experimentation to industrialisation — assessing readiness, prioritising use cases, and embedding responsible-AI governance at scale.

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TYPICAL ENGAGEMENT SCOPE

  • AI readiness assessment
  • Use-case prioritisation
  • Responsible-AI governance
  • AI programme delivery oversight

EXPERIENCE-BACKED APPROACH

Our leadership has moved AI initiatives from proof-of-concept to production at scale, embedding responsible-AI governance by design — including advisory that helped attract a US$1.7 billion technology investment commitment.

04Flagship

Technology Modernization & Risk Management

Modernise the technology estate without compromising resilience — cloud migration, legacy overhaul, scalable architecture, FinOps discipline, and technology risk mitigation.

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TYPICAL ENGAGEMENT SCOPE

  • Cloud migration and architecture
  • Legacy modernization and FinOps
  • Technology risk mitigation
  • Architecture review and scalability planning

EXPERIENCE-BACKED APPROACH

Our leadership delivered a full infrastructure modernisation exiting legacy systems for open-source, cloud-native architecture — a 43% OPEX reduction and US$22M in annual savings.

05

Open Banking & Payments Ecosystem

Navigate the open banking and payments landscape with confidence — API adoption strategies, payment rail integrations, and cross-border transaction frameworks.

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TYPICAL ENGAGEMENT SCOPE

  • API and open banking strategy
  • Payment rail integration
  • Cross-border transaction frameworks
  • Ecosystem partnership structuring

EXPERIENCE-BACKED APPROACH

We have designed seven real-time payment architectures across APAC and core banking ecosystems for cloud-native digital banks.

06Flagship

Audit & Diagnostics

Independent audits and diagnostics across business, technology, and operations — identifying gaps and exposures before they become regulatory findings.

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TYPICAL ENGAGEMENT SCOPE

  • Independent business diagnostics
  • Technology and operations review
  • Gap and control assessment
  • Board and management risk reporting

EXPERIENCE-BACKED APPROACH

Our audit leadership spans Big-4-caliber external audit training, CPA-level financial reporting rigor, and over a decade building internal audit functions from the ground up across 17+ countries in APAC and beyond.

07Flagship

Finance & Technology Due Diligence

Due diligence support for M&A and private equity engagements — covering financial, technology, and operational risk with the depth institutional investors expect.

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TYPICAL ENGAGEMENT SCOPE

  • Financial due diligence
  • Technology due diligence
  • Operational risk assessment
  • Post-acquisition integration readiness

EXPERIENCE-BACKED APPROACH

Our leadership led technology integration for the largest merger in Australian banking history, and assessed over A$650 million in vendor investment governance.

08

Procurement & Third-Party Risk

Procurement strategy and third-party risk frameworks aligned to regulatory expectations, including MAS outsourcing guidelines — from vendor diligence to ongoing oversight.

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TYPICAL ENGAGEMENT SCOPE

  • Procurement strategy
  • Vendor and outsourcing diligence
  • Third-party risk frameworks (MAS-aligned)
  • Critical arrangement exit planning

EXPERIENCE-BACKED APPROACH

Our leadership delivered USD 4 million in annual cost savings by consolidating fragmented regional negotiations into a single APAC procurement model.

Not sure which pillar fits your need?

Most engagements span more than one practice. Bring the problem — we will tell you where it sits and who should lead it.