Finance
Solutions

Integrated and interconnected applications for the front, middle, and back office

We deliver modern and intuitive solutions for even the most demanding of expert users in finance with groundbreaking user experiences. Harness advanced analytics and insights for expert users in wealth, asset management, banking or insurance.

Finance
The Challenge

Overwhelmed by choices to modernize yet hampered by expensive legacy technology, picking the right transformation path is fraught with risk

Attempting to drive revenues, lower risk, or find hidden efficiencies, financial organizations must find ways to bring disparate systems and applications together. The problem is fragmented data located across a wide variety of platforms means tinkering at the edges isn’t moving the needle, but wholesale change is too risky. Teams can’t trust the data. Workflows are siloed and data is disconnected which slows everything down. Data and analytics must be integrated to enhance collaboration and improve decision making.

Key Use Cases

Finance - Compliance Data Flow Analytics

Compliance Data Flow Analytics

Finance - Asset Management & Analytics

Asset Management & Analytics

Finance - Front & Mid Office Applications

Front & Mid Office Applications

Finance - Trade & Holdings Optimization

Trade & Holdings Optimization

Finance - Compliance & Connected Data

Connected Data

Finance - Modernize Finance Desktop

Modernize Finance Desktop

How we help

Bring products to market faster, reduce costs, and drive operational efficiency

We take a multidisciplinary approach, accelerated by our stress-tested planning, and enabled by our proprietary development for finance to find the perfect blend of technology, innovation and process optimization to hit your objectives. Our teams understand the finance landscape and thrive on the complex problems around data integration, analytics and presentation. Whether through custom software development or by taking advantage of our out-of-the-box software accelerators, we get you moving fast.

Modernize

Intuitive digital experiences

Our skilled teams work closely with you to stabilize, enhance and ultimately replace existing legacy technology with beautifully designed user-centric solutions. 

Synthesize

Turn data into user insights

Whether it’s research, news, market, or internal data, we integrate and deliver it to the point of consumption as an analytic, alert or insight. 

Accelerate

Faster solution delivery

We deliver solutions quickly, enabled by our proprietary Connected Finance platform - built to accelerate time to market for even the most complex challenges. 

Our
Finance
Partners

Innovating with market-leading partners 

Openfin
Morningstar
Finance

Transform Buy And Sell Operations Fast

Our fully configurable Connected Finance Software solution bolts onto your existing infrastructure. It enables you to rapidly implement transformative dashboards and unified desktop views to improve the performance of front and mid-office applications without ripping out what you have already.

Our Connected solution empowers your buy and sell teams to work faster and more accurately.

Modernize

Transform the capabilities of legacy infrastructure and build smart, adaptable systems.

Synthesize

Curate and integrate disparate datasets into easily intelligible dashboards.

Accelerate

Enable automation, streamline workflows, and make it simple to take new products to market.

Workflow ManagementWorkflow Management

Workflow Management

Entity ResolutionEntity Resolution

Entity Resolution

KYCKYC

KYC

Case and Events ManagementCase and Events Management

Case and Events Management

Generative AIGenerative AI

Generative AI

DashboardsDashboards

Dashboards

ReportingReporting

Reporting

Graph and Data ExplorationGraph and Data Exploration

Graph and Data Exploration

AI ReadyAI Ready

AI Ready

Graph and Event Data ExplorationGraph and Event Data Exploration

Graph and Event Data Exploration

Excel Add-InExcel Add-In

Excel Add-In

Deployable Python NotebooksDeployable Python Notebooks

Deployable Python Notebooks

Field Search & SelectionField Search & Selection

Field Search & Selection

Subscription ManagerSubscription Manager

Subscription Manager

News and Events ViewerNews and Events Viewer

News and Events Viewer

Alerts BuilderAlerts Builder

Alerts Builder

Watchlist ManagerWatchlist Manager

Watchlist Manager

ChartsCharts

Charts

Universal Grid / ScreenerUniversal Grid / Screener

Universal Grid / Screener

Entity ResolutionEntity Resolution

Entity Resolution

ReportingReporting

Reporting

Work Flow ManagementWork Flow Management

Work Flow Management

Anomaly ManagementAnomaly Management

Anomaly Management

AnalyticsAnalytics

Analytics

Scenario / What IfScenario / What If

Scenario / What If

ER/Data EnrichmentER/Data Enrichment

ER/Data Enrichment

KYC ScreeningKYC Screening

KYC Screening

Case ManagementCase Management

Case Management

AlertsAlerts

Alerts

Data ExplorerData Explorer

Data Explorer

DashboardDashboard

Dashboard

insights gallery

Our thinking

Dive into our world and find out what we have to say about technology, UX, and software development.

GenAI in Finance: Increase Usability, User Trust, and Productivity in AI-Driven Finance Workflows

Harness the power of GenAI for hyper-personalized finance! Learn UX strategies to build trust, improve usability, and navigate AI vs human expertise.

It’s Components All The Way Down

In this talk we’ll discuss patterns and anti-patterns from real-world projects including: how to split your application into components, using components in data & analytics for agility, enabling users to configure and “no-code” their own applications, and how components help to sequence a modernization program.

Unlocking Portfolio Optimization with Compliance Opportunities with ML & Advanced Analytics

The focus of this webinar is to identify how to use Machine Learning and Connected Data to increase output and accuracy for Portfolio Managers, allowing them to make higher quality decisions with real time data.

Let’s modernize together

Together we can accelerate your journey to a fully automated finance desktop and interconnected platform. Let’s elevate your operation to the next generation.