iGlass Consulting

Process Optimization in Financial Services

   Your Targets 


      • Rapidly
      • Accurately
      • Economically

Our People


The Core Principals and Team of Principals of  iGlass Consulting have well over 100 years of combined, broad financial services background and stand ready to put their extensive knowledge to work for you.

Roderick Wilkins
Partner - President Management Consulting,

Financial Services and Program Administration





Mr. Wilkins has more than 25 years experience in financial services management and consulting industries. He has successfully served many years in the international banking community traveling to four continents and providing critical expertise in business development, transition planning and quality service delivery in a global economy. 


Areas of focus:

Banking, Lending, Loan Servicing, Card Processing, Insurance, Customer Relationship Management (CRM), Organizational  Change, Enterprise Risk Management (ERM), QC Audits, Customer Loyalty and Reward Programs, Vendor Management, Back-Office Process Improvement and Shared Services.



  • Mortgage Banking Management Consultant - Business Owner
  • Former Management Consulting Vice President & Director - CGI and Capgemini USA
  • Former Senior Executive - EDS (now HP Enterprise Services)
       Regional Executive for Finance Industries at EDS Japan 

   Regional Executive for Business Process Services at EDS Asia Pacific

  • Realigning Risk Management strategies and supporting processes at Tier One Bank, followed by risk test design of new key controls

  • Providing Technology strategy assessments for mortgage subsidiaries of Tier One Banks developed to re-align resources and strategies

  • Establishing ground-up Loan Modification model for MI company

  • Implementing a new Underwriting organization for a national mortgage lender, managed by a 3rd party outsourced vendor

  • Designing and initiating a fresh ROI model for a major lending software company, providing sales force with a superior sales tool

  • Leading sales management, providing C-level counsel to key clients and overseeing sales pursuits and delivery to financial leaders

  • Directing engagements in application modernization, process management and customer loyalty at VISA-USA, GMAC and MIC

  • Modernizing business process delivery in EDS' two operating centers supporting Westpac Bank and the Bank of Queensland

  • Overseeing the design, implementation and operations management of LloydsTSB Personal Loan and Insurance Service Center

  • Managing the operations of financing- leasing subsidiary for EDS, which became basis for EDS' entry into the 3rd party credit processing market


  • Lean Six Sigma Black Belt

  • Babson College - Franklin W. Olin Graduate School of Business

  • College of Law London


Roberto Chong
VP - Management Consulting,

Financial Services and Program Administration




Mr. Chong is a Project Manager/Sr. Business Analyst with over twenty years delivering projects in the Banking and Financial Industry. Experienced in software development, migrations, system implementations & integration, infrastructure and vendor selection. 

He has a thorough knowledge of market risk, compliance, services and processes; outsourcing, staff training, coaching, supervision and establishing, maintaining excellent client relations. Skilled in analyzing processes with the objective of reducing risk, increasing profitability, reducing cost and improving capacity for growth. Fluent in Spanish and conversational Portuguese.

Areas of Focus

Extensive international and USA domestic experience in Banking Operations, Digital Banking, AI,

DB, PB, Asset, Wealth, Cash, Trade Finance, Compliance, Collateral Management; Equities, E-Commerce, 

Risk Management, Settlement, Fixed income, OTC, Derivatives, Treasury, FX, Money Market and Lending

Technology : 

Package familiarity includes Temenos, ServiceNow, IBM, Unix, SWIFT, CHIPS, MS Office (including VBA, functions, and macros); SAP Bank Analyzer, SAP Banking Services, SAP ECC (GL) and SAP HANA.


Program Management for development of new applications and global data integration for Resources Management Consolidation for a Tier 1 US Bank, managing stakeholders in 60 countries.

HANA Enterprise Cloud LATAM Deployment Manager. Implementing the Bank Analyzer for loans, deposits, credit cards, treasury and derivatives, Banking Services (BaS) and GL (ECC). Successfully delivered the program ahead of schedule with no significant defects. Systems Integration Testing Manager for Reconciliation solution across related SAP systems.

Managed the migration of $1 Trillion in global collateral for a Tier I US Bank across 15 legal entities  globally in the main financial markets covering PB, deposits, fixed income, loans, payments, OTC trades, derivatives, options, FX, equities, collateral from legacy systems to new platform. Supported the new Dodd Frank Legislation

Management of core banking (Temenos) implementation projects. Including design and documentation of  business processes and operational workflows (functional and technical) including interfaces to optimize S.T.P. Customer Profiling and numerous products - Cash Management, Fixed Income, Trade Finance, Treasury, FX, Options, CM, Commercial/Mortgage Loans, Teller, Money Market, Risk Management: Counter Party Risk Front to Back Office. BI reporting on financials, regulatory, analytics, etc.

Managed alliance partners, product direction, RFIs and RFPs integrating and eliminating redundant systems. Successfully established allied outsourcing of services. Managed Agile and Waterfall projects, migrations, SIT, Deployments and UAT. Client engagement at multiple levels in the US, Mexico, UK and Japan.

Business analysis in Wealth management for a Tier I global bank, Manager of 18 mutual funds, trade finance, CM, margin accounts, cash letters, fixed income, checking, investments, FX, Options, cash management, risk management, settlements, etc. Improved procedures and processes for profitability and capital cost allocation. Design of Web based front end for clients to self execute trades. Led the development and implementation of a new front-end system for Portfolio Managers meeting and exceeding corporate goals.

At a Tier 2 US Bank, implemented a new commercial loan application and mortgage processing systems. Customer Profile, Teller, Loans, Confirmations, (CHIPS, FED, SWIFT, ACH), Account Opening, Investments, Internal/External Risk Management, Wealth Management, Fixed Income (Bonds), Equity (Shares), Money Market, Cash Management, Securities, Options, Corporate 


PACE UNIVERSITY-NY: BA in Banking and Economics, Associate degree-Major in I.T. and Accounting Concepts & Techniques ; SANTA MARIA LA ANTIGUA UNIVERSITY-PANAMA: BA Banking & Economics

CERTIFICATIONS/LICENSE: Professional Scrum Master, PM CERTIFICATE –PMP – PMI; PROJECT PLANNING AND CONTROL: OFFICE OF FAIR TRADING – UK Certified Mortgage Advisor; FINANCIAL SERVICE AUTHORITY – UK Certified Asset Manager and Advisor; NY Life: Life and Health Insurance Licensee – New York State

TRAINING: SAP ACADEMY: ASAP, Cloud, HANA, Project Management

THE SALES CONSULTANCY: Enterprise Selling Process