Financial Services

Cut costs & drive revenue with our finance solutions

How we can help

With structured finance and alternative investments, retail banking solutions that cut costs and drive revenue, front office & trading platforms and more, find out how we solve complex problems in the finance industry.

Structured Finance & Alternative Investments

  • Portfolio optimization & “what if” tools
  • Buy/sell recommenders & projections
  • Compliance impact analysis
  • Analytics for complex portfolios & assets

Retail Banking

  • Cut costs & drive revenue
  • Entitlements: identity management
  • Customer 360: churn avoidance
  • Fraud & risk analysis

Technology & Data Modernization

  • Data unification & transformation
  • Modernizing core technologies
  • Mobile companion apps
  • Moving to Cloud

Front Office & Trading Platforms

  • Trading auctions
  • Cryptocurrency
  • Commercial real estate
  • Buy/sell recommendations

Fraud Detection & Entitlements

  • Fraud: reveal actor & entity relationships
  • Risk analysis
  • Entitlement: identity management & internal bad actors
  • Buy/sell recommendations

Customer 360

  • Upsell/cross sell
  • Customer journey
  • Segmentation & churn
  • Optimization & recommendations

Expero Picks for

Financial Services

Related Solutions and Capabilities

Explore our other consulting options and find a solution that fits your need.


Customer 360

Unify major systems, financial insight, and in-depth analytics to assess impact, optimize, & utilize machine learning for intervention recommendations.


Identity Management & Entitlements

Infuse your system with graph visualizations to effectively visualize information; analyze data; simulate scenarios; and optimize your process.


Product Factory

Let Expero work side by side, turn it over to you, or be your ongoing software development group long term.

Looking for something more right out of the box?

Our proven Software may just be the solution. We’ve been hard at work developing stand-alone technology.