Explore how we've helped clients achieve solutions to their most complex problems

Sun Life’s Group Retirement Services partnered with Expero to modernize its digital tools. Leveraging Expero’s Connected Finance suite, they created a streamlined platform that empowers plan sponsors with faster, more intuitive fund analytics, reporting, and administration.

Waystone partnered with Expero to design and build the Vantage Portal, a modern digital platform that unifies fund data, workflows, and investor communications in one secure environment. The result is real-time visibility, streamlined operations, and a differentiated client experience that positions Waystone as a technology-driven fund administrator.

Expero partnered with NEI to deliver a fully integrated, bilingual Fund Explorer in just six weeks, modernizing fund discovery for advisors without disrupting existing systems. Built on Connected Finance™, the solution combines seamless web integration, real-time Morningstar data, and advisor-focused filtering with full accessibility and regulatory compliance from day one. The result is a fast, scalable, and low-maintenance experience that enhances NEI’s digital presence while giving teams complete control going forward.

Bringing greater speed, context and clarity to corporate actions analysis through a focused AI implementation – and laying the foundation for more.

To reduce context switching and streamline daily workflows, Expero helped IPC embed voice communication directly into key trading platforms – improving speed, usability, and compliance for some of the world’s busiest desks.

See how Expero helped a Canadian bank enhance investment research with a modern, user-friendly, and accessible mutual fund screener.

Modernizing a complex technology stack to create a comprehensive, real-time fraud detetion, prevention and case manaement solution for a leading national banking institution

A legacy portfolio management system struggles with data, integration, and performance. The client sought a strategy and implementation team for integration, user experience, and backend re-engineering to retain and attract clients.

Simplified filing the retail tranche via wealth managers for IPOs and follow-on offerings: Digitized a phone-based process, enabling focus on relationship management. Client raised funds using v1 product

Analysis of advisor workflows, leading to a detail design and plan to implement OpenFin Workstation across multiple internal and external applications for a seamless advisor workflow.

For a major exchange, built a portfolio risk modeling and reporting platform enabling proprietary analytics to be run and reported on at scale in a fully customizable fashion.

Advised and performed key implementation work on the Openfin platform as part of the modernization of the advisor desktop at a top 5 US Bank.

A critical back office system for a major fund company was too time consuming, risking timely rebalancing and cash management operations. A redesign of the underlying workflows and user experience dramatically increased throughput of the same team.

A financial services firm that prides itself on the usability and functionality of its software was looking to update its platform and prepare for the next wave of AI and analytics technology. Expero delivered a modern and useful front-end design to augment and leverage the existing platform while reducing time to market and adding new cutting-edge features.

Our team unified data across multiple data sources, designed and implemented a more modern real-time fraud detection system within extisting technology stack for AML and Commercial First person Fraud business units.

Unifying data across commercial, retail and investment banking systems, produced an entitlements graph for real-time enterprise wide queries to power a wide range of digital experiences.

The client was utilizing a 14 year old software stack and was looking to both modernize and avoid customer churn. Their executive team were facing a fork in their product roadmap to revamp the entire platform or simply uplift smaller pieces. Satisfying multiple stakeholder needs and customer demands, we designed and built a product which streamlined usability while making it easier to drive additional transactions and revenue.

A well-funded cyber startup sought to disrupt the cyber and defense market with a complete detection, investigation, and prevention software platform.

Seeking to revolutionize how telcos design and provision mobile device plans, our client envisioned a groundbreaking new product. The product allows carriers to interact with real-time user data, create new plans, analyze plan performance, monitor customer behavior and adapt rapidly to shifting market demands. The client needed support in bringing this pioneering platform to life.

One of the largest Oil and Gas companies in the world sought to reduce human risk, increase safety, and maximize refinery uptime. Expero was engaged to create a comprehensive petroleum refining plant’s safety application using advanced AI/ML and graph algorithms to prevent incidents and save lives.

Expero built a fast and modern analytics, risk and C360 solution that integrated with the client's existing technology stack

A government assistance program was bogged down with legacy systems and inefficient processes, leaving caseworkers overburdened and funding at risk. Expero was brought in to reimagine the customer experience and end-to-end workflows and design an entirely new operating platform.

Optimizing a complex supply chain, Expero helped a Consumer Retail equipment manufacturer reduce freight and distribution costs by over 12% by consolidating their network and implementing an adaptive, real-time delivery system.

Drilling through narrow beds of hydrocarbons isn’t easy. Expero designed an intuitive user experience for a real-time predictive analytics package, enabling more efficient and cost-effective drilling in deviated and horizontal boreholes.

OpenDoor Trading was creating a brand new product that needed to be innovative. However the trading community had long held expectations about how trading interfaces behave and low tolerance for traditional user studies and adopting new usability paradigms.

Can you predict and plan for the flu? Expero built a data product including a long term forecast for modeling the spread of influenza-like illness across the United States using a cutting edge deep learning model.

Revitalizing a dated user interface, Expero modernized Iconixx's legacy Java application, creating a more intuitive and contemporary experience for finance experts.

Partnering with Expero, GroundMetrics developed an innovative AI-powered solution to address the costly and time-consuming nature of traditional CO2 reservoir monitoring.

Expero designed and built a web-based platform enabling real-time processing and visualization of terabyte-scale datasets for a leading energy company.

Collaborating with L7 Informatics, Expero designed and implemented a flexible and customizable Enterprise Science Platform (ESP) to streamline lab processes and enhance efficiency for diverse scientific endeavors.

myHouseby’s goal is to give their customers the ability to design their dream house from scratch in a matter of minutes. Expero designed a user-friendly application for myHouseby that empowers customers to quickly and easily design their dream homes from scratch.

Tasktop legacy client-server platform had a steep learning curve for deploying integrations. In addition to moving to the web, Tasktop wanted to enable a broader, less skilled user audience to configure and deploy integrations. Expero created a novel user experience for the new web-based platform that has far exceeded Tasktop’s user adoption goals!

Empowering Valent's customers with predictive insights into crop production, Expero developed a solution that increases marketable yield and streamlines field management decisions.