Business Transformation Consulting

Transform
What's
Possible.

Enterprise-grade strategy, architecture, and transformation expertise — built on 25+ years leading complex initiatives at top-tier financial institutions and global consulting firms.

25+
Years of Expertise
$2M+
Budgets Managed
2,000+
Enterprise Users Served
6
Global Institutions

Capabilities That Drive
Real Results

Senior-level expertise applied to the challenges that matter most — from strategy through execution.

01
Enterprise Architecture

Blueprint your organization's future state across technology, data, and business capabilities. Build the frameworks that enable sustainable growth and operational agility — grounded in proven Reference Model methodology.

02
Data Analytics & Governance

Transform raw data into strategic decisions. From enterprise analytics platform management to governance policies and data strategy, we help organizations unlock the full power of their information assets.

03
Digital Transformation

Navigate the full journey from legacy to modern — with strategies that align technology investment to measurable business value and guide your workforce through change at every stage.

04
Business Process Transformation

Optimize and re-engineer operations using Six Sigma (DMAIC) methodology, capability maturity modeling, and workflow automation — eliminating inefficiency at enterprise scale.

05
Strategic Planning & Roadmapping

Translate executive vision into actionable plans. From multi-year technology strategies to quarterly operating roadmaps, we build clarity into complex futures and keep execution on track.

06
AI/ML Program Management

Navigate AI adoption with structured implementation, governance, and value-realization frameworks — turning emerging technology into measurable business outcomes without the hype. Includes AI-assisted regulatory policy change management for banks.

Why NXT LVL Consulting

Depth Over Theory

We don't deliver slide decks and leave. Every engagement is grounded in hands-on execution — from initial assessment through implementation, change management, and adoption. Advice is only as good as the result it produces.

Senior-Level Attention

Your challenges are addressed by the most experienced resource on the team — not delegated downstream. We operate as a true extension of your leadership, present at every critical decision point.

Cross-Industry Intelligence

25+ years spanning financial services, healthcare, insurance, and technology means we bring hard-won perspective — not just process — to every engagement. The best solutions often come from looking across industry lines.

The Practitioner
Behind the Practice

Keith Meschke founded NXT LVL Consulting to bring enterprise-caliber transformation expertise directly to organizations that need it most — without the overhead, layers, and impersonal delivery of a large consultancy.

A career spanning Citibank, IBM Business Consulting Services, The Capital Markets Company (Capco), EMC Consulting, GMAC Mortgage, Vertical Relevance, and over a decade at BNY Mellon has given Keith rare breadth and depth across some of the world's most complex organizations.

At BNY Mellon, Keith established enterprise business architecture across one of the world's largest financial institutions, managed the Alteryx analytics platform for 2,000 users with a $2M+ annual budget, and served as single point of contact for major institutional clients' technology initiatives. Earlier in his career at Pershing (a BNY Mellon subsidiary), he developed and deployed the RIA Process Framework — an interactive catalog of roughly 200 best-practice process flows that directly supported independent wealth management firms. Most recently, as a Senior Director at Vertical Relevance, he led the design of an AI-assisted, automated regulatory policy change management solution and owned GRC change control for a global banking client.

Whether the challenge is modernizing a legacy platform, designing a governance framework, or aligning technology investment to business strategy, Keith delivers with the clarity that only comes from having done it — repeatedly, at scale, under real pressure.

Work With Keith
Education
MBA — Finance
University of Georgia, Athens, GA
Education
BS — Economics
University of Pennsylvania, Philadelphia, PA
License
Series 7
FINRA — General Securities Representative
Certification
Six Sigma — DMAIC Methodology
Process optimization & quality management
Specialization
AI/ML Program Management
Strategy, governance & value realization
Specialization
Governance, Risk & Compliance
Regulatory change & change control management
Specialization
Business Capability Modeling
Client-centric enterprise architecture

Three Decades of Building
What Matters

A career defined by high-stakes transformation at leading institutions across financial services, technology, and consulting.

2026 – Present
Founder & Principal Consultant
NXT LVL Consulting
Founded an independent business transformation consulting firm serving financial services, wealth management, capital markets, healthcare and insurance clients, including independent RIAs. Advisory services span enterprise architecture, data analytics and governance, digital transformation, Six Sigma-based process transformation, strategic roadmapping and AI/ML program management, delivered through project-based, retainer and advisory engagements.
Through September 2026
Senior Director, Consultant
Vertical Relevance · New York, NY
Senior consultant focused on business transformation, AI development and Governance, Risk and Compliance (GRC) change management. Led a team of developers in designing an AI-assisted, automated regulatory policy change process that ingested external regulatory and internal technology change, triaged bank impact with AI, routed alerts to the right Risk Owner, tracked compliance tasks and stored artifacts for audit. Owned the GRC change management function for a global banking client, ensuring a controlled and auditable change control process.
10+ Years
Vice President — Multiple Senior Roles
BNY Mellon · New York, NY
Technology Product Manager for the Alteryx analytics platform — set enterprise strategy for 2,000 users, built licensing, data governance and SDLC policies, and managed a $2M+ annual budget, plus program management for AI/ML initiatives in transaction repair. Served as single point of contact for three major clients' technology initiatives and managed their client-centric PMO. Built business capability models for seven client segments and mapped BNYM products to client capabilities. As VP, Enterprise Business Architecture, established the Enterprise Reference Model and the architecture assessment (Blueprint) methodology across the firm.
2010 – 2012
Director, Business Process Management Office
BNY Mellon Pershing · Jersey City, NJ
Led RIA process assessments for Pershing Advisor Solutions clients and prospects, and developed the RIA Process Framework — an interactive, web-based catalog of roughly 200 best-practice process flows for RIA and wealth management firms, built with dozens of subject matter experts and published across the Pershing enterprise.
2008 – 2010
Solutions Partner
EMC Consulting (fmr. BusinessEdge Solutions) · New York, NY
Led the Business Process and Content Management competencies. Engagements included a multi-persona health insurance portal that consolidated 12 separate portals, a pharmacy call center assessment with a 50+ project, three-year roadmap, a China and India market-entry roadmap, and a distribution technology roadmap for a mutual insurer.
2006 – 2008
Principal Consultant
The Capital Markets Company (Capco) · New York, NY
Led process optimization and account data management engagements for financial services clients, from future-state architecture and roadmaps to a retirement distributions proof of concept and a data governance structure. Managed strategic partnerships with Lombardi Software (BPM) and Siperian (MDM).
2004 – 2006
Director of Strategic Planning, Consumer Lending Division
GMAC Mortgage · Horsham, PA
Led the paperless vision program using Six Sigma DMAIC — business case, requirements, RFP-based vendor selection and enterprise steering committee reporting. Provided strategic planning support to the Retail Lending, Direct Lending and Ditech.com business lines.
1997 – 2004
Senior Consultant, Financial Services — Banking Division
IBM Business Consulting Services (fmr. PwC Consulting) · New York, NY
Managed business requirements for a mortgage-backed securities client's core technology replacement (approximately 40 legacy systems) and a cost study and due diligence review for a mortgage banking client. Worked on the Volcker Commission investigation of Swiss banks for dormant accounts of Holocaust victims.
1994 – 1997
Internal Auditor
Citibank · New York, NY · Chicago, IL · Düsseldorf, Germany
Analyzed and tested internal controls for retail and commercial banking operations across Eastern Europe (Poland, Czech Republic, Slovakia, Hungary, Russia) and Germany, spanning ATM banking, trade, custody, treasury, mortgage banking, IT controls and business continuity.

Cross-Industry Expertise

Operational knowledge across the industries that demand the highest standards of precision, governance, and client accountability.

Wealth Management Capital Markets Asset Custody Retail Banking Commercial Banking Mortgage Lending Independent RIAs Brokerage Healthcare Pharmacy Management Insurance Enterprise Technology Financial Services

Trusted Across the Industry

A selection of the institutions and organizations we've had the privilege to serve — spanning global banks, asset managers, independent advisors, government-sponsored enterprises, and beyond.

GS
Goldman Sachs
Investment Banking
MS
Morgan Stanley
Financial Services
BNY
Bank of New York
Asset Custody
BAC
Bank of America
Banking
WFC
Wells Fargo
Banking
C
Citibank
Banking
CM
Citibank Mortgage
Mortgage
USB
US Bank
Banking
KEY
KeyBank
Banking
ING
ING Bank
Banking
ALY
Ally Bank
Banking
PER
Pershing
Wealth Management
ML
Merrill Lynch
Wealth Management
SCH
Charles Schwab
Brokerage
FID
Fidelity
Asset Management
V
Visa
Payments
TC
Telemus Capital
Wealth Management
BF
Ballentine Financial
Financial Advisory
LF
Lantern Financial
Financial Advisory
KT
Kistler-Tiffany
Financial Advisory
CRW
Crow Holdings
Real Estate
FNMA
Fannie Mae
Government / GSE
FMCC
Freddie Mac
Government / GSE
PM
Principal Mortgage
Mortgage
MBH
MBH Settlement
Legal Services
AI
Aetna Insurance
Insurance
AP
Aetna Pharmacy
Healthcare
GI
Guardian Insurance
Insurance
IDB
Inter-American Development Bank
Development Finance
VC
Volcker Commission
Regulatory / Policy
HMC
Hudock Moyer Capital
Wealth Management
SF
Summit Financial
Financial Advisory
CIA
Capital Investment Advisors
Wealth Management · Atlanta, GA
RBC
Royal Bank of Canada
Banking
CNB
City National Bank
Banking
EMC
EMC
Technology
IBM
IBM
Technology & Consulting
PWC
PricewaterhouseCoopers
Consulting
VR
Vertical Relevance LLC
Consulting
BOC
Bank of China
Banking
SMBC
Sumitomo Mitsui Banking Corporation
Banking

Partial client list — engagements span direct and indirect advisory relationships across consulting, technology, and advisory roles.

Ready to Take Things to
the Next Level?

Let's Have a Conversation

Whether you're navigating a complex transformation, designing your enterprise architecture, or trying to unlock the value of your data — NXT LVL Consulting brings the experience and focus to help you succeed.

Email
keith.meschke@gmail.com
Based In
Greater Grand Rapids, MI Area · Available Nationwide and Globally
Engagement
Project-based · Retainer · Advisory