Snapshot
Global financial group covering Macquarie Asset Management (the largest infrastructure manager), Banking & Financial Services (Australian retail and business banking), Commodities & Global Markets, and Macquarie Capital.
Talking points
- A new CEO, plus APRA scrutiny of risk management, makes this a good moment for a risk and controls transformation.
Likely opportunities
- Risk and regulatory reporting. BFS digital banking. Infrastructure portfolio company programs.
Outreach plans
3 plans for the main opportunities, in outreach wave 1. All budgets, deal sizes and dates are planning estimates made from the public brief, not from client data or Accenture financials. Executive names are used only where the brief also names them; verify roles and names before outreach.
1Risk and regulatory reportingRegulatory & riskIdentified$5.5M–$19M
The Macquarie Group brief flags this opportunity: Risk and regulatory reporting. Lead with a fixed-scope 6-week entry offer that proves value quickly, then grow it into a multi-year controls and financial-crime operations program, with managed services for the run state.
From opportunity: Risk and regulatory reporting
- Why now
- APRA (enforceable undertaking for risk management, 2022-24) and ASIC. A short-selling reporting breach (2025 fine).
- Buyers
- Chief Compliance Officer · Chief Risk Officer · COO · CIO
- Our sponsor
- Accenture Risk and Compliance MD for Financial Services, with the Data & AI lead as co-sponsor
- Entry
- A 6-week controls and operations diagnostic: baseline alert volumes, backlog and cost per case, then pilot AI-assisted case triage on one queue with model-risk documentation regulators can read.. Existing CAL relationship. Account lead (Jordan.Griffiths) brokers the first meeting with the Chief Compliance Officer, and the sponsor brings the point of view.
- Proof points
- Financial crime, compliance and controls case studies
Outreach sequence
- Week 1Summarize the public regulatory findings and peer remediation costs into a one-page risk view. Map the buying group (Chief Compliance Officer, Chief Risk Officer, COO) and known Accenture relationships.Account lead (Jordan.Griffiths) with an industry SME
- Week 2Confirm the sponsor, pick two reference clients, and line up support from a financial-crime platform partner such as Quantexa or NICE Actimize.Sponsor
- Week 3Reach the Chief Compliance Officer with a one-page note on risk and regulatory reporting, through the account lead.Account lead (Jordan.Griffiths)
- Week 4-5Executive meetings with the Chief Compliance Officer and the Chief Risk Officer: test the hypotheses and offer the entry offer.Sponsor and account lead
- Week 6-7Demo AI-assisted alert triage and KYC refresh on synthetic data, with the model governance pack.Industry and technical SMEs
- Week 8Scope and price the entry offer with the client's working team; agree success measures.Pursuit lead
- Week 9-10Proposal review with the economic buyer (COO) and procurement.Sponsor
- Week 11-12Sign the entry offer and mobilize the 6-week team.Delivery lead
- Week 18Read out results and propose the follow-on: a multi-year controls and financial-crime operations program, with managed services for the run state.Sponsor and delivery lead
Timeline
Success measures
- Diagnostic signed
- Alert backlog and cost per case cut by 30-50% in the pilot queue (target)
- No adverse regulatory finding on the delivered scope
Risks
- Regulator-facing work favors incumbent remediation firms and law-firm-led programs
- Model-risk approval can add months before AI goes live
- Competition (from the brief): Not confirmed.
2BFS digital bankingCloud & coreIdentified$3.3M–$11M
The Macquarie Group brief flags this opportunity: BFS digital banking. Lead with a fixed-scope 6-week entry offer that proves value quickly, then grow it into a release-based digital build with ongoing optimization.
From opportunity: BFS digital banking
- Why now
- Infrastructure and energy transition investing, data centers (AirTrunk exit), and private credit.
- Buyers
- Head of the business line · Chief Digital Officer · CMO · CIO
- Our sponsor
- Accenture Song lead for Financial Services, with the Technology MD for the account
- Entry
- A 6-week digital proposition sprint: customer research, a clickable prototype of the priority journey, and a release plan with acquisition and cost-to-serve targets.. Existing CAL relationship. Account lead (Jordan.Griffiths) brokers the first meeting with the Head of the business line, and the sponsor brings the point of view.
- Proof points
- Digital channels and distribution case studies
Outreach sequence
- Week 1Benchmark the client's digital journeys and app ratings against two local challengers. Map the buying group (Head of the business line, Chief Digital Officer, CMO) and known Accenture relationships.Account lead (Jordan.Griffiths) with an industry SME
- Week 2Confirm the sponsor, pick two reference clients, and line up support from the client's digital banking or CRM platform.Sponsor
- Week 3Reach the Head of the business line with a one-page note on BFS digital banking, through the account lead.Account lead (Jordan.Griffiths)
- Week 4-5Executive meetings with the Head of the business line and the Chief Digital Officer: test the hypotheses and offer the entry offer.Sponsor and account lead
- Week 6-7Test the prototype journey with the business owner and a small customer panel.Industry and technical SMEs
- Week 8Scope and price the entry offer with the client's working team; agree success measures.Pursuit lead
- Week 9-10Proposal review with the economic buyer (Head of the business line) and procurement.Sponsor
- Week 11-12Sign the entry offer and mobilize the 6-week team.Delivery lead
- Week 18Read out results and propose the follow-on: a release-based digital build with ongoing optimization.Sponsor and delivery lead
Timeline
Success measures
- Sprint signed
- Priority journey released
- Digital sales or cost-to-serve targets met (client's measure)
Risks
- Digital agencies and the platform vendor compete for the front end
- Benefits depend on marketing spend outside the program
- Competition (from the brief): Not confirmed.
3Infrastructure portfolio company programsCost & operationsIdentified$2.8M–$8.2M
The Macquarie Group brief flags this opportunity: Infrastructure portfolio company programs. Lead with a fixed-scope 4-week entry offer that proves value quickly, then grow it into program controls across the infrastructure portfolio.
From opportunity: Infrastructure portfolio company programs
- Why now
- CEO transition under way (2026); infrastructure, energy and commodities powerhouse.
- Buyers
- Head of Infrastructure / Real Assets · Portfolio company CEOs · COO · CFO
- Our sponsor
- Accenture Infrastructure and Capital Projects lead, with the Financial Services client lead
- Entry
- A 4-week capital program assurance review on one flagship asset: schedule, cost and supplier risk, with a digital program-controls setup.. Existing CAL relationship. Account lead (Jordan.Griffiths) brokers the first meeting with the Head of Infrastructure / Real Assets, and the sponsor brings the point of view.
- Proof points
- Infrastructure and real-asset programs case studies
Outreach sequence
- Week 1List the flagship infrastructure and data-center assets and their public build timelines. Map the buying group (Head of Infrastructure / Real Assets, Portfolio company CEOs, COO) and known Accenture relationships.Account lead (Jordan.Griffiths) with an industry SME
- Week 2Confirm the sponsor, pick two reference clients, and line up support from engineering and construction partners on the asset.Sponsor
- Week 3Reach the Head of Infrastructure / Real Assets with a one-page note on infrastructure portfolio company programs, through the account lead.Account lead (Jordan.Griffiths)
- Week 4-5Executive meetings with the Head of Infrastructure / Real Assets and the Portfolio company CEOs: test the hypotheses and offer the entry offer.Sponsor and account lead
- Week 6-7Show program controls and supply-chain risk dashboards from comparable builds.Industry and technical SMEs
- Week 8Scope and price the entry offer with the client's working team; agree success measures.Pursuit lead
- Week 9-10Proposal review with the economic buyer (CFO) and procurement.Sponsor
- Week 11-12Sign the entry offer and mobilize the 4-week team.Delivery lead
- Week 16Read out results and propose the follow-on: program controls across the infrastructure portfolio.Sponsor and delivery lead
Timeline
Success measures
- Assurance review signed
- Program controls in place on the flagship asset
- Schedule and budget variance held within agreed bands (client's measure)
Risks
- Engineering firms and specialist project managers own most of this scope
- Capital programs depend on financing and permitting
- Competition (from the brief): Not confirmed.
01Strategic priorities
- Infrastructure and energy transition investing, data centers (AirTrunk exit), and private credit. Also growing BFS (Australian mortgages and digital banking).
- CEO transition. Shemara Wikramanayake is handing over (2026).
02Financial health and spend signals
- FY26 result (May 2026). Diversified annuity-style earnings.
03Leadership changes
- CEO transition announced in 2026, with a rejected constitution change at the AGM (Webull).
04Regulatory pressure
- APRA (enforceable undertaking for risk management, 2022-24) and ASIC. A short-selling reporting breach (2025 fine).
05M&A and restructuring
- Sold the MAM public equities business to Nomura (2025). Infrastructure deals.
06Tech stack and vendor footprint
- BFS digital banking on cloud. Risk management remediation.
07Competitor engagements
- Not confirmed.
08Risk disclosures
- Regulatory compliance and risk culture, plus commodity volatility.
Workforce
Earnings call themes
No call themes tracked yet.
Regulatory actions
No consent orders, MRAs or fines tracked. See Regulatory pressure above for context.
Recent public signals
Sourcing. Bullets without a source link or a ✓ mark come from model knowledge (public information up to mid-2026) and have not been verified. Check them against the latest filings before using them with a client. Recent public signals were found by web search; most were judged from the headline and source, not a full read.