Financial Services & Banking

According to PwC's 2024 Finance Effectiveness Benchmarking Study, finance teams in financial institutions spend ~30% of their time on manual reconciliation, meaning nearly a third of their workweek is consumed by tedious, manual data matching.

Your clients expect joined-up service. Your systems are not quite there yet.

Whether you are running a regional lender, a wealth management practice, or a growing fintech, the challenge is usually the same. The data exists. It is just spread across too many places, updated inconsistently and never quite where it needs to be when someone actually needs it.

What this looks like when it works

A new client completes onboarding and every system reflects it straight away. No chasing, no re-keying, no one emailing spreadsheets across departments. A relationship manager pulls up a client and sees everything in one place: account activity, recent interactions, outstanding tasks, compliance notes. Month-end reporting produces itself.

The Problems We Solve

Client records that never quite match

Your CRM says one thing, your core platform says another, and your compliance system has a third version. Someone has to reconcile them by hand. Integration means there is one version, kept current automatically.

Onboarding that takes far longer than it should

KYC, credit checks, document collection, account setup. When each step lives in a different system and requires manual handoffs, a process that should take days stretches into weeks.

Reporting built from too many spreadsheets

If producing a management pack requires someone to spend two days pulling data from multiple sources, that is not a reporting problem. It is an integration problem.

A front office and back office that operate separately

When relationship managers and operations teams are working from different information, the gaps between them create errors, delays and the occasional very awkward client conversation.