MODERN PLATFORMS
Right choices, design and value engineering
Are you trying to be AI-first with a 2000s tech stack?
The growth of large tech platforms has been accelerated by the popularity of AI. The promise of an all-dancing-and-singing platform with a unified data cloud enabled for AI is tempting. However, many organizations are struggling to complete these multi-year transformations and realize the full benefits from their investments.
- Do you have a deluge of applications, point solutions, tools, data marts and APIs?
- Are popular platforms like BRS Aladdin, Workday, Epic, Salesforce, ServiceNow, etc. the right answer for you?
- Should you build your own platforms using GenAI and low-code / no-code platforms?
- Is the total-cost-of-ownership of your current platforms (including satellite tools, related operations and third parties) out of control?
- Are you realizing the full benefits from platformization?
Kepler Cannon helps its clients answer these questions and realize the full benefits from platformization.
Client successes:
- Uncovered $50m+ total-cost-of-ownership for a ~$600,000 tool.
- Incubated and led implementation of BRS Aladdin’s largest global implementation
- Streamlined Salesforce and ServiceNow licenses by 40%+
- Wrote off a runaway $250m+ modernization program for an overly customized platform
- Developed a target platform strategy to simplify the tech ecosystem by 70%+ without customer disruption, while managing the impact to P&L
75 %
organizations that will build agentic AI-based architectures are expected to fail
40%
of organizations will reduce the pace of their public cloud adoption due to increasing expenditure by 2026
Perspectives: Modern Platforms
AI Chaos to Control – Managing Multi-Tool Governance at the SDLC Level
The SDLC-first governance model represents a fundamental shift in how organizations approach AI governance. Rather than treating governance as a set of controls applied to individual AI tools or platforms, this model embeds governance directly into…
Value Realization in the Age of AI – Capturing ROI across the AI Lifecycle
In this environment, the ability to continuously realize, measure, and communicate customer value is not optional. Value realization has evolved from a customer success activity into a strategic, cross-functional discipline that determines whether…
From Concrete to Capital – Monetizing Your Datacenters in the AI Era
The global datacenter industry is undergoing a structural transformation unlike anything seen since the cloud computing revolution of the 2010s. Artificial intelligence in particular has made compute infrastructure a hot commodity, driving demand…
Scoring the Unscored – Alternate Data for Credit Scoring
Alternate data can meaningfully expand who is “scoreable” by capturing financial behavior that bureaus miss. In the U.S., this directly targets the credit-invisible population (and a wider thin-file segment), creating a material inclusion unlock at…
In Search of the Perfect Digital Dollar
AI has emerged as a transformative force by empowering organizations to move beyond isolated incident response and toward a unified, proactive approach to cyber resilience.
Who is getting into Stablecoins- Corporate Treasurers
AI has emerged as a transformative force by empowering organizations to move beyond isolated incident response and toward a unified, proactive approach to cyber resilience.
Same Rules, New Rails: The SEC on Tokenized Securities
AI has emerged as a transformative force by empowering organizations to move beyond isolated incident response and toward a unified, proactive approach to cyber resilience.
A last thought on Mythos: How much is Marketing and how much is reality?
AI has emerged as a transformative force by empowering organizations to move beyond isolated incident response and toward a unified, proactive approach to cyber resilience.
How Tokenization is quitetly rewriting Capital Markets
AI has emerged as a transformative force by empowering organizations to move beyond isolated incident response and toward a unified, proactive approach to cyber resilience.
Bot and Sold – What executives and consumers must get right as AI starts to spend money
AI has emerged as a transformative force by empowering organizations to move beyond isolated incident response and toward a unified, proactive approach to cyber resilience.
When Agentic AI Becomes Reality – Foundational Principles to Enterprise-scale Execution
AI has emerged as a transformative force by empowering organizations to move beyond isolated incident response and toward a unified, proactive approach to cyber resilience.
Banking on You – Personalization in Financial Services
Capturing and sustaining attention is key to building customer loyalty, driving sales, and standing out in a competitive landscape. In this attention economy, what really helps business maintain relevance is to personalize the interactions for their…
AI(lignment) in Service Management – Bridging Service Delivery and Intelligent Automation through GenAI
A future in service management that does not include AI is all but unimaginable. Organizations that use AI as part of their service management already report a 40-60 percent reduction in the mean time to resolution and up to an 80 percent decrease…
I Spy with My Little AI – Understanding and Implementing Next-Gen Agents
As the financial industry moves toward increased automation, early adopters of agentic AI will gain a competitive edge by reducing operational costs and improving service delivery.
A One-Time Opportunity in Recurring Charges – Capitalizing on Subscription Management
The world has seen a revolution in payment models for goods and services spurred by a huge shift from one-time payments to recurring revenue models. Subscriptions are no longer just about convenience—they're a financial ecosystem that both empowers…
The AI Bottom Line – Transforming Customer Service with AI
Customer support is at the forefront of AI adoption due to its ability to solve acute challenges in the process. Over 85% of organizations are investing in AI to improve business functions and customer service is the second highest priority for…
The Future of SaaS: Innovation or Extinction?
The rapid rise of Generative AI (Gen AI) is fundamentally reshaping the B2B SaaS landscape, presenting challenges for traditional software providers that have long dominated the market.
The Digital Wallet Boom – How Financial Institutions are Cashing In on Convenience
The rise of digital wallets has far-reaching effects on multiple players across the payments value chain. From direct competition with existing revenue streams, such as traditional card transactions, to new opportunities for monetizing transaction…
AI on the Money – Personalization and Loyalty through AI-driven Offers
AI in customer loyalty isn’t just a phase, but an inevitable evolution. The emerging wave of AI adoption in customer loyalty is set to transform the global payments industry.
The Agility Prescription – Laying the Foundation for Growth
True agility goes beyond speed. It means purposefully adapting to launch new services, adjust costs, integrate partners, and transform care delivery with minimal disruption.
Mastering Cloud Marketplaces – Strategies for Success
In a continued drive for revenue in a saturating market, Cloud Service Providers (CSPs) have taken on the role of resellers of software and services. Through their marketplaces, they have opened a new procurement channel, rife with both benefits and…
Financial Reconciliation 2.0 – Leveraging Technology to Secure Your Bottom Line
Relying on manual, fragmented processes is no longer viable—organizations must pivot toward advanced solutions that drive efficiency and mitigate risks.
Accelerating Tokenization of Payments – Re-Examining an Established Service
Payment tokenization has existed since the early 2000s and is now becoming pervasive due to the growth in digital payments. We talk about the complexities and challenges of implementing tokenization, as well as the benefits of successful…
Mixed Reality
As these technologies become more accessible to the wider public, AR and VR are expected to grow into a $125 billion market by 2025.
Capital, Unchained?
The tokenized government securities market in the U.S. has grown 10x since January 2023, and the total addressable market for real-world asset tokenization is expected to exceed $15T over the next decade. This paper offers insights into the market…
Future Proof Your Business – Are You in the Right Businesses
The economic climate is becoming increasingly uncertain with cautionary signals of recession, along with inflationary pressure, fluctuating currencies, and uncontrollable impact of geopolitical events. Firms need to proactively take this opportunity…
Next Generation IT Resiliency
To bolster systems’ availability and resiliency, companies must understand where there are major weaknesses in specific applications but also in all upstream dependencies.
Enterprise Cyber Resilience in a Hybrid World
Cybersecurity incidents are also not only a threat to corporations’ internal operations and bottom line; customer personally identifiable information and financial data is also at serious risk of exposure and misuse, in turn impacting customer…
Money Games
The use of gamification has proliferated across all industries, with retail, entertainment and education leading the charge. Apps like Duo Lingo, Kahoot, Fitbit, Starbucks etc., are all some of the most prevalent examples.
AIn’t No Sunshine – Tackling AI Risks
As AI becomes increasingly central to value creation, it also presents some concerns. Instances of AI exhibiting problematic behavior have become more frequent, raising apprehensions about fairness, privacy, accuracy, and security.
From Cards to Chains – Payments in the Blockchain Era
To remain competitive in the evolving financial landscape, card networks are uniquely positioned to bridge this gap between traditional payments and new blockchain networks as transaction facilitators, leveraging their global reach to make…
Platformization of Health Tech
Healthcare organizations must harness the momentum of platforms, embracing unified solutions that may still be evolving. Benefits extend beyond cost savings, paving the way for establishing long-term relationships with vendors. Simultaneously
Mainframe to Microservices
The mainframe-based environment is due for an upgrade at every financial institution. Whether you re-host, re-platform, or fully re-factor these mainframes, adopting a modern strategy is critical to remaining competitive.
Cracking the FedNow Code
Real-time payments are increasingly recognized as a critical component of modern financial systems, offering speed and convenience in an interconnected digital world. As we venture into the future, the recent launch of the Federal Reserve's instant…
Future-Proofing Healthcare Delivery
The right telehealth platform is critical to meeting patient expectations and providing the best possible provider, patient and administrator experience. Today patients are demanding more control over their healthcare and want to access care from…
Navigating Legacy Modernization
Digitalization has been in focus for leading financial institutions for over a decade now. Since even before the pandemic, financial institutions have been investing heavily in digital services, all-in-one banking apps, and seamless at-home services…
Modernizing B2B Client Delivery
Leading B2B firms are very well aware that their client delivery experience needs to have the same levels of service, responsiveness, transactional ease as any digital consumer experience. Majority (72%) of B2B buyers expect a similar experience on…
Mastering Cloud Infrastructure Spend
As enterprises complete their cloud migration journey, an increasing amount of corporate money is being pushed into cloud, and the very nature of the cost-head is shifting from capital expenditure to operating expenditure. Lack of visibility into…
The Cloud-Native Paradigm
Strategic direction is evolving rapidly during COVID-19. Businesses are struggling with ways to respond to the pandemic and have numerous challenges facing them including potentially significant revenue shifts, interaction changes and resource…
Path to Innovation
Innovation has been in vogue for over a decade but the need to be innovative has never been felt as strongly as today. As businesses are learning to thrive under the lasting effects of the pandemic, they need to reinvent products, services and…
The Path to Decentralized Finance
We are on the cusp of a revolution within financial services that will have far-reaching ramifications for the +1 billion unbanked, current models of financial intermediation across entities and borders, and ultimately the very nature of how…







































