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.

Featured modules
Featured industries
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Capital Markets

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Banking

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Wealth Management

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Asset Management & Trading

insights gallery

Our thinking

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

User-Centered Screeners: Balancing Accessibility and Effectiveness

Discover how outdated screeners are hindering investment decisions. Learn about the essential features and accessibility standards needed for a modern, effective screener. Explore Expero's innovative approach and partnership with Morningstar.

Cyber security demo with Jetpack

Watch our demo on how Expero's Connected software fights cyber crime using AI and real-time analytics.

Finance Toolkit

Get a quick look at the Expero connected toolkit for finance with OpenFin. Explore the market and company overview panels, and see how these integrated feeds allow one to view multiple sources of data when reviewing assets.

Trading Alternative Investments using Connected Data & Machine Learning

Trading Alternative Investments using Connected Data & Machine Learning

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.