Financial Services

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Financial Services

Our financial services technology consultants can help you with strategic consulting, implementation, pilot deployment, configuration and adoption of your IT services and solutions to deliver better experiences and insights.

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Improve Financial Services Operations and Processes with Quisitive

Quisitive’s financial services technology consultants have delivered over 500 projects for financial services companies, including commercial and national banks, investment companies, brokerages, real estate companies, insurance companies, and credit unions.

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Financial Services Challenges We Can Help You Solve

Respond Quickly to Changing Customer Needs

Position your company to quickly react to changing business requirements, so companies can quickly pivot based on evolving customer needs.
Develop applications that keep up with the pace of change. Make more informed decisions with the most relevant, timely data available.

Secure Customer and Financial Data

Combat increasing risk and compliance costs with a unified view into your entire security ecosystem. Keep customer PII and confidential financial data secure while working toward compliance goals.

Meet Expanding Regulatory Requirements

Demonstrate proper risk management in the face of constantly changing requirements. Reduce operational costs and streamline the risk analysis process with an all-encompassing view of compliance goals.

Eliminate Repetitive Tasks, Increasing Productivity

Automate long, manual IT processes so employees can focus on strategic initiatives. Better manage the IT lifecycle and cut response times.
Reduce potential risk to customers using an automation platform to create an audit trail.

Provide Omni-Channel Customer Experience

Innovate with application services to provide consistent banking to customers anytime, anywhere, in the most customer-centric and convenient ways. Increase customer loyalty and satisfaction by providing a service in which customers could start a transaction on one channel and complete it on another.

Employee Collaboration, Anytime, Anywhere

Create more time for customers with a streamlined digital workplace for your employees, enabling better collaboration and productivity. Share or edit documents, communicate within integrated social streams, and spread important news. Drive a positive company culture through a customized, branded intranet.

Our Services and Solutions for Financial Services Organizations

Infrastructure

Advisory
Migration
System/Server Management
Virtualization
Device Management
Identity Management

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Data & AI

Machine Learning
AI
Big Data
Power BI Reporting
Analytics Management
SQL DBMS

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Security

Compliance
Security Management
Risk Management
Governance
Data Security
Device Security

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Digital Workplace

Strategy & Planning
Organizational Change Management
Teamwork & Collaboration
Communications and VOIP
Intranet / Extranet
Modern Desktop

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Business Applications

Accounting & ERP
Financial Planning
HR & Talent Management
Data & Business Intelligence
Sales & Marketing Automation
CRM

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App Development

Custom Development
Application Modernization
Application Migration
CRM Solutions
PowerApps
DevOps

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Managed Services

Azure Managed Services
Data Management
Security Monitoring
Digital Workplace Program
Dynamics Management
Power Platform Management

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