Overview
Who it is for
Banks, credit unions, lenders, payment companies, wealth and asset managers, insurers, and the finance teams inside larger organizations that run on the same patterns. The common thread is operations that are regulated, deadline-driven, and still partly manual: a month-end close that lives in someone’s head, onboarding that moves through email, reconciliation that takes two people two days, and reports assembled by copy-paste.
These organizations do not need another platform. They need the systems around the platforms they already have to be reliable, auditable, and run by their own team.
What we deliver
Systems built for an industry where “it worked last month” is not evidence:
- Onboarding workflows that collect, verify, approve, and record, with every step logged and every exception routed to a person with the evidence attached.
- Reconciliation as an automated, repeatable process: sources loaded, matched by explicit rules, exceptions queued, decisions recorded.
- Regulated data pipelines with lineage, access control, retention enforced in code, and reproducible outputs.
- Integrations between core systems, ledgers, CRMs, payment providers, and reporting tools, with retries, idempotency, and a paper trail.
- Operational dashboards on one source of truth, with defined metrics and named owners.
- Documentation and runbooks written for your compliance team as much as for your engineers.
Every system is designed so that an auditor can follow what happened, when, and who decided it.
How the engagement runs
Engagements in financial services follow the same four steps as every engagement, with more attention to review and approval.
- Listen. A 60-minute call about the process, the controls around it, and who signs off on changes. A one-page scope within 48 hours.
- Discover. We map the real process with the people who run it, including the controls that exist only in practice, and build a working prototype of the hardest stretch against sandbox data. The sprint ends with a process map, an architecture diagram, a controls matrix, and a build plan.
- Build. The system lands in your repository through your change process, with weekly demos and parallel runs against the manual process until the numbers match.
- Hand off. Your internal owner runs the close or the pipeline for two weeks while we taper, then a 90-day standby.
Typical stack
Your existing core platforms stay where they are. Around them: typed services on your cloud, queues for durable movement, a relational store with an immutable audit log, a secrets manager, encryption in transit and at rest, and the cloud’s native identity and logging services. Reporting runs on a governed warehouse with metric definitions in version control. Infrastructure is defined as code so that every environment can be rebuilt and every change is reviewed.
Common starting points
The engagements we are asked for most often in this industry are an automated close, a reconciliation that ends the Thursday argument, an onboarding workflow that replaces an inbox, and a regulated reporting feed that is reproducible on demand. Each one is a fixed-scope, fixed-term engagement with a named lead and a written definition of done.
The services that come up most in financial services are integrations, workflow automation, and dashboards and analytics.