About Us

Our Story

Vertical Relevance is a boutique financial services-focused firm with deep expertise within financial services. Vertical Relevance was founded to help financial institutions enable effective transformation and drive business value through the implementation of Amazon Web Services (AWS) and Salesforce. Our mission is to help firms at any stage of their journey to develop solutions for success and growth.

Our mission is to help firms at any stage of their journey develop custom solutions for success and growth. We provide a full range of services from strategy and design to implementation and training. Through Vertical Relevance’s three practices — AWS Cloud Transformation, Business Consulting, and Customer Experience & CRM — we are focused on enabling financial services institutions to transform digitally.

With the combination of our financial services industry experience and technology expertise needed to understand and anticipate implementation challenges and translate them into actionable solutions, bringing together decades of experience and industry best practices, tools, techniques, and methodology in a results-driven holistic approach. Our focus is wholly on your success.

Key Partnerships

To best serve our clients, Vertical Relevance works with a select group of strategic partners to ensure the success of our projects and customer satisfaction. We are pleased to partner with Amazon Web Services (AWS) and Salesforce. We look to our strategic partnerships with Amazon Web Service (AWS) and Salesforce to build solutions leveraging cutting-edge technologies for our clients.


As a proud APN Services Partner, the Vertical Relevance Cloud Transformation practice focuses solely on solutions developed on Amazon Web Services. We believe that every organization that embarks on its cloud journey should have a clear set of outcomes — focusing on business agility and speed to market. Whether clients are just starting out with their cloud journey or looking to be more agile with applications, the Vertical Relevance (VR) team is here to help you every step along the way.


As a proud Salesforce Consulting Partner, the Vertical Relevance Customer Experience & CRM team use their deep knowledge in all of the core Salesforce clouds, including Financial Services Cloud, to drive customer-centric experiences. VR’s teams are laser-focused on quality, whether providing a single view of customer data, improving efficiency across marketing, sales, and service, or leveraging industry expertise to deliver bespoke financial services solutions.

Meet the Team

Vertical Relevance was founded as a boutique consulting firm focused exclusively on the financial services industry. With our combination of 25+ years of financial services domain experience and over 10 years of AWS and Salesforce experience our team of professionals is solely focused on helping firms at any stage of their journey develop custom solutions for success and growth.

Robert Summers
Managing Partner
Hemant Jaiswal
Managing Partner
Dawn MacLaren
Chief People Officer
Richard Greco
Chief Financial Officer
Brian Jakovich
Managing Director
Marc Edelstein
Managing Director
Jim Hourihan
Managing Director
Jessica Giordano
Alliances Manager
David Kerber
Solution Partner – AWS, Security & Compliance Competency Lead
Austin McMillan
Solution Partner – AWS, SRE & Resiliency Competency Lead
Shiv Singh
Solution Partner – AWS, DevOps Competency Lead
Nilanjan Sen
Solution Partner – AWS, Data & Analytics Competency Lead
Peter Tweed
Solution Partner – AWS, App Modernization Competency Lead
Paul Fritts
Solution Partner – Financial Services Advisory
Rick Wisekal
Solution Partner – Financial Services Advisory
Jeff Jones
Solution Partner – Customer Experience & CRM
Tim Wright
Solution Partner – Customer Experience & CRM

Achieve your business outcomes

Vertical Relevance has developed tools and resources to accelerate your digital-first journey. Contact us to learn more about how Vertical Relevance can help you realize your vision and begin driving innovation.

Contact Us

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