Helping organizations select, implement, and optimize mission-critical strategy and technology for growth, compliance, and resilience.

Intelligence at the Core of Regulated Industries

Peak IQ: Banking + Healthcare Expertise

We are an advisory firm specializing in financial services and healthcare organizations.

In banking, we bring unmatched expertise in technology selection, core conversions, payments, integrations, and compliance across highly regulated, mission-critical environments.

In healthcare, we help organizations strengthen strategies and marketing capabilities, guiding them through critical business challenges — from defining strategic direction to executing market initiatives.

Unlike traditional firms, we combine strategic advisory with deep technical execution. Our teams not only design strategies but also engineer the data pipelines, integrations, and platforms that make transformation real.

Banking Services

Services Snapshot

Core Banking & Vendor Strategy

Core Conversions

Digital & Payments Transformation

Data Engineering & Integrations

Compliance & Risk Alignment

Loan Origination & Loan Management Integrations

Healthcare Services

Services Snapshot

Strategy Creation, Planning & Execution

Marketing Capability Building

Data Engineering & Systems Integration

Market Positioning & Execution

Technology & Systems Optimization (EHRs, interoperability, patient experience)

Why Peak IQ?

Elite Talent & Global Experience

Our team includes alumni from MIT, Duke, and University of Michigan, and engineers who have designed data architecture and applications at Meta, TikTok, Grubhub, and DoorDash — as well as led banking transformations at some of the world’s largest institutions, including Citibank, Morgan Stanley, and U.S. Bank.

Regulated Industry Experts

Specialists in highly regulated, mission-critical industries: Banking

and Healthcare.

Proven Transformations

Proven track record across fintech, banking, and healthcare transformations.

Advisory + Execution

Boutique Advisory + Technical Execution – We provide boardroom-level advisory while also delivering hands-on data engineering and integrations.

“Our people have built systems that process billions of transactions, manage millions of patients, and scale across the globe. We bring that same expertise to every bank and healthcare organization we serve.”

Mission

We empower financial and healthcare institutions to climb higher by making smarter technology decisions that balance innovation with compliance.

Integrity

Clarity

Speed

Independence

The Blend of Enterprise-Scaling Expertise, Tech Engineering, and Lifesciences insights allows us to solve the toughest challenges in regulated Industries.