Mosaic Business Solutions

What Mosaic Business Solutions does

Mosaic Business Solutions, legally Mosaic Financial Services Infrastructure Limited and also known as Mosaic FSI, is a New Zealand-based professional services and advisory consulting firm founded in 2010 and headquartered at 131 Queen Street, Level 2, Suite 204, Auckland. The firm delivers operational change and advisory services exclusively to the financial services sector, organizing its practice around four verticals—Banking and Finance, Funds Management, Financial Advice and Wealth Management, and Insurance—and eight expertise areas: Governance, Risk and Compliance; Privacy and AI Governance; Operational Excellence; Evaluation, Selection and Procurement (ESP); Project Governance and Execution; Merger and Acquisition Support; Sustainability; and Training. It serves banks, insurers, fund managers, and wealth management firms navigating regulatory change (e.g., CoFI, CoIA, FMA requirements, climate-related disclosures), technological change, and operational execution challenges.

The company operates a people-led advisory model rather than a proprietary software platform; no proprietary technology or product platform is disclosed. Its offerings are structured as consulting engagements, supplemented by training and certification courses (including IAPP-certified privacy courses and sustainability/climate courses delivered with Informed.City) and proprietary research publications such as climate-related disclosure analyses of KiwiSaver schemes, licensed insurers, and banks, plus thought-leadership assets like the "Bot or Not" digital advice whitepaper.

Mosaic makes money through professional services consulting fees, sold via a direct, sales-led go-to-market motion targeting enterprise-scale financial institutions across New Zealand and, to a lesser extent, Australia. Pricing is quote-based and not publicly disclosed, varying by engagement scope. Demand is generated through content marketing (insights/blog), webinars, industry-event participation, and training courses. The firm employs an estimated 51–100 people and is led by Founding Partner Myles Allan, Partners Tracey Berry, Phil Doak, Mark Jephson, and Catherine Fletcher, and COO Jigs Jamnadas. It is founder/partner-owned with no external private equity or venture backing evidenced.

Name

Mosaic Business Solutions

Legal name

Mosaic Financial Services Infrastructure Limited

Website

https://mosaicfsi.com

Company type

Private

Founded year

2010

Operating status

Operating

Headcount range

51–100 employees

Short description

New Zealand-based advisory consulting firm serving financial institutions—banks, insurers, fund managers, and wealth firms—with operational change, governance, risk and compliance, privacy, sustainability, and project execution services across banking, funds management, wealth management, and insurance sectors.

Ownership category

akta.pro rank

Product category

Financial Services Consulting

NAICS

Management Consulting Services (54161), Administrative Management and General Management Consulting Services (541611)

SIC

Services-Management Consulting Services (8742), Services-Management Services (8741)

akta.pro primary industry

Corporate Development & Strategic Partnerships Advisory (JVs, Alliances, Carve-outs) (BPAHAOAG)

akta.pro secondary industry

IT Program/Project Management (PMO) & Delivery Assurance (BPAEAAAO)

Keywords

• Financial services consulting
• Risk and compliance advisory
• Governance advisory
• Operational excellence consulting
• Sustainability advisory

Headquarters

HQ city

Auckland

HQ country

New Zealand

HQ region

Oceania

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Revenue model

1. Consulting Services: Professional advisory services delivered through engagements with financial institutions. Services span governance, risk and compliance, privacy, operational excellence, sustainability, and project execution.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels4 records

Core offering

Mosaic Business Solutions is a New Zealand-based professional services firm that delivers advisory and consulting support to financial institutions across banking, funds management, wealth management, and insurance. Services span governance, risk and compliance, privacy and AI governance, operational excellence, technology evaluation and procurement, project governance, M&A support, and sustainability. Engagements are led by senior practitioners and partners under a direct consulting model.

Product overview

Mosaic Financial Services Infrastructure is a consulting firm offering advisory services to the financial services sector in New Zealand and Australia. The company provides a portfolio of professional services organized by sector (Banking and Finance, Funds Management, Financial Advice and Wealth Management, Insurance) and expertise areas (Governance Risk and Compliance, Privacy and AI Governance, Operational Excellence, Evaluation Selection and Procurement, Project Governance and Execution, Merger and Acquisition Support, Sustainability, Training). Rather than a unified software product, the offering consists of advisory consulting engagements, training programs, and research publications. The core service model involves expert practitioners delivering customized consulting support across regulatory compliance, operational improvement, and strategic transformation.

Differentiator

Problem solved

Functional benefit

Products and services

• Governance, Risk and Compliance Advisory Advisory services covering conduct and culture, remediation, risk and compliance maturity, risk governance and frameworks, operational risk advisory, climate ESG and sustainability, regulatory response, and remediation support for financial institutions.
• Privacy and AI Governance Advisory Services including regulatory response, privacy by design, privacy risk and governance, strategy and policy development, privacy impact assessment, maturity assessments, privacy management services, and project implementation.
• Operational Excellence Advisory Advisory covering diagnostic, design, and implementation phases to improve operational processes and efficiency for financial services firms.
• Evaluation, Selection and Procurement (ESP) Technology evaluation, selection, and procurement advisory services for financial institutions seeking to implement new systems or solutions.
• Project Governance and Execution Advisory Advisory services for governing and executing technology and business transformation projects within financial services.
• Merger and Acquisition Support Due diligence and integration support services for financial services sector M&A transactions.
• Sustainability Advisory Climate-related disclosure advisory, ESG risk uplift, sustainability reporting, and climate scenario analysis services for financial institutions.
• Training and Certification Courses Professional development and certification courses including IAPP certified courses, sustainability and climate courses delivered in partnership with Informed.City, and tailored training programs for financial services professionals.
• Research and Analysis Reports Proprietary research publications including climate-related disclosures analysis of KiwiSaver schemes, licensed insurers, banks and building societies, and industry-specific compliance assessments.

Segments4 records

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Ten partnerships are on record, tiered core and minor.

• Manifest ClimatecoreStrategic or Co-development Partner · 1 November 2024Co-hosted webinar on climate-related financial disclosures in New Zealand. Partnership for delivering climate risk content and insights.
• Informed.CitycoreStrategic or Co-development Partner · 1 April 2024Strategic partnership to deliver sustainability and climate training courses. Following the announcement in April, Mosaic offers training courses in partnership with Informed.City.
• FinTechNZminorOthersProfessional membership and association with FinTechNZ, the fintech industry body in New Zealand.
• INFINZ (Institute of Finance Professionals NZ)minorOthersProfessional membership with INFINZ, the institute for finance professionals in New Zealand.
• FSC New Zealand (Financial Services Council)coreOthersActive membership and participation in FSC New Zealand, the industry body representing financial services firms. Mosaic regularly contributes insights and event participation through FSC.
• IAPP (International Association of Privacy Professionals)coreOthersIAPP certified training provider offering privacy professional certification courses.
• Institute of Privacy DesignminorOthersProfessional membership and association with the Institute of Privacy Design.
• Public TrustminorStrategic or Co-development PartnerCo-hosted event with Public Trust alongside DLA Piper in Auckland.
• DLA PiperminorStrategic or Co-development PartnerCo-hosted event alongside Public Trust and Mosaic in Auckland.
• 1886 ConsultingminorStrategic or Co-development PartnerCollaborated on shared perspectives regarding Australian Climate-Related Disclosure and NZ XRB implementation.

Scale indicators1 record

Recent moves5 records

Expansion highlights4 records

Broad incumbents

• Deloitte (New Zealand): Deloitte operates a substantial NZ financial services practice offering audit, consulting, risk advisory, and regulatory compliance services. It competes with Mosaic on GRC and operational transformation mandates but at much larger scale.
• PwC New Zealand: PwC NZ provides assurance, advisory, and risk consulting to NZ banks, insurers, and fund managers. It overlaps directly with Mosaic's GRC and operational excellence practices as a horizontally diversified incumbent.
• EY New Zealand: EY NZ's Financial Services Organization delivers consulting, risk, and transformation services to NZ banks, insurers, and wealth managers. Overlaps with Mosaic on regulatory and operational change mandates.
• KPMG New Zealand: KPMG NZ serves financial services clients with risk consulting, regulatory advisory, and deal services. It competes with Mosaic on GRC and M&A support engagements within NZ financial services.
• Accenture New Zealand: Accenture NZ delivers large-scale financial services transformation, cloud, and operational excellence programmes. Competes with Mosaic for project governance and operational transformation mandates but at materially larger scale.
• Oliver Wyman: Oliver Wyman is a global management consultancy with a deep financial services practice covering risk, regulatory, and operational transformation. It serves the same FS clients as Mosaic globally, with overlapping expertise in GRC and operational excellence.
• Infosys Consulting: Infosys Consulting provides technology and operational consulting to global financial institutions including banks and insurers. It overlaps with Mosaic on operational excellence, ESP, and project governance engagements but with global delivery scale.

Direct peers

• Capco: Capco is a global specialist management and technology consultancy exclusively dedicated to financial services — closely mirroring Mosaic's exclusive FS focus and offering GRC, operational transformation, and digital advisory to banks and insurers.
• Baringa Partners: Baringa is an independent specialist consultancy focused on energy and financial services, providing risk, compliance, and operational advisory. Its specialist-FS positioning closely mirrors Mosaic's niche model.

Emerging players

• 1886 Consulting: 1886 Consulting is an Australasian climate and sustainability advisory firm that has partnered with Mosaic on climate-related disclosure work. It is a like-sized peer in adjacent climate/regulatory advisory services.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xtwitter.com/mosaicfsi
• LinkedInlinkedin.com/company/mosaic-business-solutions-limited

Revenue estimate

Valuation estimate

Number of profiles

Profiles6 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Mosaic Business Solutions