Financial Services

For more than a decade, 75% of our revenue has come from clients in the banking, investment and insurance industries. Of that, 80% is repeat business from our customers: a testimony to our quality and expertise in serving our Financial Services clients!

WHAT WE OFFER

Domain Solutions Expertise

We deliver customized solutions that support the evolving business needs of our world-class clientele. Our consulting services are tightly focused on continuous improvement to ensure that our clients optimize their IT investments. Our custom-built solutions include decision support, profit/loss analysis and portfolio management systems.

Investments:

  • Trading and Order Management - Enhance trading capacity and speed by implementing efficiency improvements with minimal risk
  • Portfolio and Account Management - Flexible portfolio reporting, attribution analysis, reference data management and regulatory and compliance reporting
  • Assets and Securities Management - Integrate market data and new asset classes seamlessly while maintaining updates to existing classes
  • Governance, Risk and Compliance - Automate compliance checks to manage operational risk

Banking

  • Customer Relationships – Increase customer retention and deepen customer relationships with world-class CRM solutions that tightly integrate with front and middle office functions
  • Loan processing/Card servicing – Solutions across the lending value chain for mortgage, automotive, consumer lending and credit processing
  • Governance, Risk and Compliance - Meet compliance requirements in an ever-changing regulatory landscape

Insurance

  • Global online access and services - Customer empowerment and automation efficiency via online portals with information access available 24x7
  • Insurance and Technology workflows- Billing, claims, FO optimization, Policy Administration, Testing and Underwriting all made easier with workflow automation
  • Risk Management and Loss Mitigation

BENEFITS & CAPABILITIES

Cost-appropriateness

Providing value for our clients is big with us. Typically, our costs are 33% lower than our client's internal resources and 50% or more lower than comparable "big 5" IT firms. We recommend using our offshore development center, when appropriate, for specific roles. Solugenix's experience with the global sourcing model results in more effective use of your IT budget.

Our customers

We know there are many IT consulting firms vying for your attention. How do you know which one to choose? Ask our clients! At Solugenix, our clients are our biggest advocates. We'd be glad to introduce you to them.

Stable, experienced teams

There is a long-term commitment between the company and the employees at Solugenix. Many team members have been with us for more than two decades. Your projects benefit from the stable project teams, depth of experience and mature processes we bring to the table.

Flexibility and reach

We have four offices in the US, as well as offices in Canada and India. Our customers require a flexible and mobile workforce. We build teams to meet your needs when and where you want it.

CASE STUDIES

LARGE FEDERAL BANK

INSURANCE AUTO AUCTIONS

WELLS FARGO FOOTHILL (WFF)

OUR CLIENTS

Partial List of our Financial Services Clients

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Contact Us

 

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Solugenix gave us the flexibility and customer focus we needed to meet our aggressive goals. Their ability to act as a partner and not just a consultant was invaluable. 

- Vice President Client Services, Federal Bank