July 18, 2019 New York, NY TurtleBay Advisory services, a NYC based Advisory firm, announced today that they have strategically partnered with 03 Technology Solutions, a boutique IT consulting firm, to offer an end to end solution for digital transformation. The key value proposition to their clients is that they can exclusively offer this specialized service with the added advantage of working with financial service veterans who truly understand the business.

Most of us can agree that the future of financial services is bound to innovation. The responsibility of executives is to preserve financial stability while updating their tools and processes accordingly. This task, when done correctly, is an overall change in an organization to positively impact day to day operations and overall outcomes. TBAS’ collective core competency allows organizations to embrace this change in an effective manner without disruption, allowing their customers to focus on growing their business.

Organizations that are content with the status quo will not be able to survive the impending disruption. Strategy is a big part of the digital equation? said Joseph Rossi, Principal TBAS. ?Our subject matter experts have experienced these problems first-hand so we are able to swiftly identify your business need, and with this new alliance can now implement a suitable technological solution


O3 experts can assist clients in software automation buildouts, testing and implementation and assure maximum efficiency. They have decades of experience servicing leading financial institutions since their core offering is to support these companies to do more with technology, streamline business operations, reduce manual intervention, and increase their efficiency and reusability.

About TurtleBay Advisory Services.

TurtleBay Advisory Services (TBAS), founded in 2011 by Joseph A. Rossi, is an advisory firm specializing in Business and Technology Transformation. Our team of Subject Matter Experts has extensive years of practical and relevant experience in operations, technology, accounting, and risk management. Our history is one of managing large-scale change for complex financial institutions and applying that expertise and know how to small and mid-sized institutions. FSO Knowledge Xchange was acquired by TBAS in 2012 since Industry executives rely on the FSOkx Knowledge Center to improve their business, develop strategies, and succeed in a dynamic and challenging economic and regulatory environment. Our combined value proposition is to recognize the value of high standards to create a cost-efficient strategy for our customers. That is how TBAS differentiates us from our competitors. For more information on the Company, its products and services, please visit http://www.turtlebayadvisoryservices.com

About O3 Technology Solutions

O3 Technology Solutions began as a boutique consulting services firm in 2004, focused in the derivatives and risk management sectors. They specialized in solutions that spanned the front-office through back-office operations including downstream processes and accounting, key quality assurance, testing, and migration services and products. An active integration practice tied this foundation to other financial systems in our client’s environments. Following on past successes, the firm expanded and broadened its project services and product offerings to include: Advisory Services; Consulting & Implementation; Customization & Integration; Data Management and Resourcing. Our client base includes blue chip financial services firms that are high visibility and demanding. Their mission is to exceed our clients’ expectations by delivering innovative and cost-effective solutions that add business value, enabling high performance, quality and efficiency.


Andrea Billitteri

TurtleBay Advisory Services, Director

Phone: + (1) 646-791-4511

Email:  abillitteri@tbaservices.net