Independent Martech & Digital Advisory for Financial Institutions
Helping banks, insurers, and financial organisations make confident decisions across marketing technology, AI, and digital platforms with clarity, control and reduced delivery risk
Experience that spans strategy, architecture, and delivery
20+ years supporting financial institutions across marketing transformation, platform modernisation and complex delivery environments working independently or alongside leading consulting and delivery partners
About CHB Global
CHB Global is an independent martech and digital advisory firm focused on helping financial institutions navigate complexity with confidence. We work at the intersection of strategy, architecture, and delivery providing clarity where decisions are hard, risk is high and outcomes matter.
Find out moreWhy CHB Global?
- Independent advice
We are not tied to platforms, vendors, or delivery quotas. - Clarity over noise
We help leaders see the real trade-offs and make confident decisions. - Financial services depth
Deep experience across regulated, complex environments. - Flexible engagement
Advisory, fractional leadership, or delivery oversight based on what you need.
How we support our clients
We bridge strategy and execution ensuring decisions translate into outcomes.
Strategy & Transformation Advisory
Marketing transformation roadmaps, AI strategy and business cases aligned to regulatory and operational realities.
Architecture & Platform Leadership
Solution architecture, martech governance and platform optimisation across digital experience, CRM and journey orchestration.
Delivery & Risk Oversight
Independent delivery assurance, technical risk management, and governance support for complex, high-stakes programs.
Fractional & Embedded Leadership
Interim product ownership, martech leadership, or specialist capability embedded within client or partner teams.
Partner & Practice Support
White-label advisory, Adobe practice support and specialist martech capability for consulting and delivery partners.
Capability Development & Enablement
Targeted workshops, training and knowledge transfer to uplift internal teams and reduce long-term dependency.
Platforms & ecosystem
We work across leading marketing and digital platforms, bringing deep platform experience while remaining independent of vendor incentives. Our experience spans Adobe Experience Cloud, Salesforce, Sitecore and adjacent marketing, data, and integration technologies.
Across these platforms, we support the responsible adoption of AI and agentic patterns to improve decision-making, automation, and operational efficiency aligned to governance, risk and existing operating environments.
Digital Experience Platform
Customer Data Platforms
Marketing Automation
CRM
Analytics & Personalisation
AI & Agentic Enablement
How we typically engage
1. Understand & frame decisions
We start by clarifying the real decision at hand, understanding context, constraints, stakeholders, and risk. This ensures effort is focused on what truly matters, not symptoms.
2. Design the right approach
We translate strategic intent into a clear, actionable approach across architecture, operating model and delivery aligning technology choices with business outcomes.
3. Support execution with oversight
We stay involved through critical phases to provide independent oversight, reduce delivery risk and help teams move forward with confidence.
A consulting firm, grounded in learning, community, and purpose
CHB Global Consulting is our core business. Alongside it, we invest in learning, community and long-term impact ensuring our work remains thoughtful, relevant and grounded beyond individual engagements
CHB Global Consulting
Independent martech and digital advisory supporting financial institutions and consulting partners across strategy, architecture and execution.
CHB Global Labs
An applied space for experimentation across AI, marketing technology, and operating models translating emerging ideas into practical guidance.
CHB Global Circle
A community-led initiative focused on leadership, shared learning and capability development across technology and transformation.
CHB Global Foundation
Purpose-driven initiatives aligned to sustainability, inclusion and long-term positive impact.
Let's have a conversation
An initial discussion to understand your context, priorities and where independent advisory support could help.
Frequently asked questions
Answers to common questions about how we work, who we support, & when to engage us.
What does CHB Global Consulting do?
CHB Global Consulting is an independent martech and digital advisory firm supporting financial institutions and consulting partners. We help organisations make confident decisions across marketing transformation, platform modernisation, AI adoption, and complex delivery environments from strategy through to execution oversight.
Do you work directly with clients or through consulting partners?
Both. We work directly with financial institutions as an independent advisor, and also alongside consulting and delivery partners in white-label, fractional, or specialist support roles. This flexibility allows us to add value where it is most effective, without being constrained by a single engagement model.
How is CHB Global Consulting different from a traditional consulting firm or contractor?
We are independent, outcome-focused, and flexible. Unlike traditional consulting firms, we are not tied to specific vendors, delivery quotas, or long-term programs. Unlike contractors, we operate at a strategic and architectural level, bridging strategy, architecture, and execution to reduce delivery risk and improve time-to-value.
When is the right time to engage CHB Global Consulting?
Organisations typically engage us when decisions are complex, risk is high, or clarity is needed, such as during platform selection, marketing transformation, AI initiatives, or when delivery programs require independent oversight. We often support early decision-making as well as critical delivery phases.
Hear what clients and partners say
“When decisions are complex, we bring clarity and calm.”
CHB Global operates at the intersection of strategy, architecture, and execution. Our work is shaped by over two decades of experience across financial institutions and consulting partners helping leaders make confident decisions, reduce delivery risk and translate intent into outcomes.
“Worked seamlessly across architecture, product, business and marketing operations”
Great partner to work with - his ability to navigate through processes, align with security frameworks, and deliver real business value made a significant impact.
.jpg)
“Rare breed of individuals”
Able to understand a problem from all angles, being able to design and articulate creative technical solutions to a wide range of problems.
Let's have a conversation
If you’re navigating a complex decision or exploring how we might support, we’re happy to have an initial conversation
Copyright 2026 © CHB Global Pty Ltd (ABN 35 627 860 995)