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

Compliance & 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 impact

Innovative solutions in complex areas for the most demanding clients

We design, build, and implement cutting-edge solutions that improve user experience while addressing complex technical challenges such as scalability and system integration. 

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New Product Innovation

Designed and implemented a novel auction platform & OMS for trading US treasuries in partnership with Broadway Technologies and Openfin.

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Modernization

Modernized a legacy portfolio management system through considered strategy, integration, and backend re-engineering.

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Advanced Analytics

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.

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Data Unification

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.

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Complex Visualization

Built a suite of configurable web applications (such as screeners and charts) that deliver Morningstar mutual fund, ETF and Equities data and analytics into Adviso and Investor workflows.

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Compliance & Trading

Enhanced a complex debt instrument PMS: Improved backend, performance, alerts, user workspaces, UX, and introduced a mobile trading assistant for faster trades.

Our
Finance
Partners

Innovating with market-leading partners 

OpenFin
MorningStar
Outcomes

End user solutions for business outcomes: speed to insight, speed to action, higher productivity

Expero enables firms to transform and innovate faster, empowering expert users through intuitive and highly connected applications and workflows. We put your experts in control and give them the data they need when they need it. Surface operational data to expert users, beautifully and seamlessly to drive revenues. 

Modernize the Finance Desktop

Empower your expert users with intuitively designed and fully configurable dashboards so they can focus on servicing customers and worry less about finding the information they need.

Unify Siloed Data

Make data available and bring disconnected data streams into one seamless workflow independent of its source and format.

High-Powered Analytics and Reporting

Implement real-time alerts and decision analytics to make the next best action every time. Stay ahead of risk and compliance concerns and use dynamic data to trigger key workflows.

Future Proofed for AI

Modern tooling and architecture means that solutions are “AI ready” allowing implementation of the technology as a simple upgrade, not a fundamental rewrite.

Modernize the Finance Desktop
Features

Streamlining the path to a fully automated finance operation

Expero delivers intuitive software solutions for expert users that are robust, intuitive and simple to use. We deliver transformation in even the most complex environments and give you the tools to continue your growth.

Cutting Edge Analytics and Visualization

Modern Finance Desktop

Intuitively designed, customizable dashboards and front-end applications simplify data display for expert users to leverage in any scenario.

Cutting Edge Analytics and Visualization

Machine learning and graph technology supercharge analytical capabilities to enhance scenario planning, improve decision-making, and fuel future growth.

Workflow Management

Validated and accurate data help streamline operations and make it simple to automate certain actions. Our workflow management tools drive efficiencies in your workflows and save valuable time.

Unrivaled Reporting

Eliminating siloed data to build a cohesive platform provides a single source of truth for deep analysis and surgical reporting functionality.

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.

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.

Fraud Prevention in Financial Services Using Google Cloud Bigtable & Janusgraph

Learn how Google Cloud Bigtable, Pub/Sub, and BigQuery with JanusGraph can help to identify risk and fraud patterns in order to quickly respond. Many new fraud rings use sophisticated measures for credit card and other methods of fraud. Utilizing Google Cloud Platform products and services with JanusGraph will allow you to see beyond individual data points and uncover difficult-to-detect patterns. Join us to learn how to maximize time and resources with Graph.

Fraud: Detection & Avoidance in Banking

Transaction investigation and treasure mapping with KPIs using graph technology, high performance search, and high performance analytics.

Decreasing Risk and Enabling Real-Time Decision Making in Alternative Investing

Structured Finance investors often miss opportunities to maximize portfolios due to a lack of state of the art tools and processes.

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.