FinTech Consulting

The FinTech industry is experiencing an ongoing technological revolution. To remain competitive and maintain a high level of satisfaction, institutions must adapt to the new ways of doing business. CPQi offers the comprehensive consulting and technology services your FinTech can rely on to succeed in this digital era.

Book a Financial Services Technology Consultation

Challenges Facing the Financial Services Industry

Disruptive technologies and innovations are reshaping traditional methods of business within the financial services industry. Over the next few years, the ability of a financial institution to evolve and adapt will determine its overall success.

Key challenges for the industry to overcome in the next decade include:

  • Shifting Cultural Expectations: Not only are customer expectations for financial services changing, but the global finance culture is shifting as well. Traditional services and banking methods are no longer enough for customers in the digital age. Now, financial institutions must work to provide technologically-based and customer-centric solutions.
  • Technology Investments: For financial institutions that have been slow to adapt, the need to invest in technology is now a major consideration. As competing businesses up their digital game, financial services providers must begin to invest in new technologies.
  • Increasing Regulatory Changes: As digital financial services boom, so does the quantity and speed of regulatory changes. To keep up with the rapid pace of regulatory change, financial institutions need to update and automate their compliance models. This includes models for risk identification, management, and mitigation.

What is Financial Services Technology and Consulting?

Financial services technology refers to the platforms, systems, and applications used to carry out a digital transformation at an institution. It encompasses several different tasks and activities, from building new software to optimizing the customer experience.

On the consulting end, financial services consulting will depend on the FinTech provider an institution chooses to work with. A strong FinTech team will provide thorough consultive services that examine every aspect of the institution’s existing business model and technology.

When you partner with the right FinTech team, benefits include:

  • Improved Customer Experiences: A core belief of the FinTech industry is that emphasis should be placed on the customer and their needs. If you are working with the right team, this focus on the customer will boost the overall experience and satisfaction of your clients.
  • More Accurate Data and Analytics: FinTech solutions often focus on providing more detailed and accurate data and analyses. This data can pertain to everything, including customer preferences and trends within the industry. With improved analytical capabilities, financial institutions can enjoy far more advanced prediction models as well.
  • Reliable Risk Management: Digital risk can be quite burdensome to deal with if a financial institution lacks the proper support. By partnering with professionals in FinTech, institutions can rest assured that their business is protected against increasingly common risks.
Book a Financial Services Technology Consultation

How CPQi’s Financial Services Technology Can Help

Here at CPQi, we believe that achieving cross-functionality and collaboration is key. Our teams are highly experienced and trained in both technology and finance, giving your business the comprehensive digital expertise it needs.

CPQi’s capabilities and services cover the entire spectrum of financial services. Our technologies and solutions are designed with your specific business in mind, ensuring you receive customized services.

From development and testing to consultation and risk mitigation, we make sure to cover all your bases.

Benefits of working with CPQi include:

  • Personalized Solutions: No two financial institutions are the same. At CPQi, each new project and client we take on is treated with the utmost care and attention to detail. We personalize all of our services to meet your exact needs.
  • Increased Engagement and Retention: Financial service customers these days are not quick to commit to any singular institution. By focusing on enhancing the customer experience, CPQi helps your business to increase both customer engagement and retention.
  • Boosted Productivity: Our teams at CPQi recognize the importance of providing ongoing support to our clients. With the assistance of our experts, your team’s productivity can be significantly boosted. Our managed services eliminate the stress of maintaining complex technologies and systems.
Omnichannel Strategies

CPQi Provides More Than Just Digital Transformations

At CPQi, we pride ourselves on providing top-notch and thorough digital transformations. However, that is far from all we have to offer. Our expert teams provide a full range of services to our clients, helping you to optimize your front, middle, and back offices.

CPQi’s services include:

Book a Financial Services Technology Consultation
Wealth Management Managed Services

Financial Services Consulting Services

CPQi’s financial services consultations examine your business top to bottom to help determine the solutions that will fit your needs.

During this consultation, we work with your team to outline your company goals, needs, and desires. Additionally, we analyze your current systems and technologies to decide which platforms and applications will be ideal for you.

After the initial consultation is complete, our teams at CPQi provide you with ongoing support to ensure you always feel confident and assured in the services you receive.

Managed Services

Digital transformations oftentimes involve introducing tons of new technologies and systems. While these systems have many advantages, maintaining and updating them can be time-consuming for some businesses without a large IT department.

At CPQi, we offer our clients fully managed services. These services take the weight of managing new technologies off the shoulders of your staff, allowing them to spend more time focused on your own customers.

With the help of our experts, you can rest easy knowing your new systems and platforms will remain at their full operational potential at all times.

Book a Financial Services Technology Consultation
Private Banking Technology

Platform Implementations and Cloud Migrations

A tremendous advantage to working with CPQi is the access you gain to top financial platforms. We are proud to be partnered with many of the best platforms currently available, including:

  • Calypso
  • Salesforce
  • Murex
  • Findur
  • ServiceNow
  • Finastra
  • Temenos
  • Moody’s CreditLens
  • Azure
  • AWS

Most of these platforms are cloud-based. Luckily, our teams are not only experienced in reliable platform implementations but in cloud computing as well.

Many benefits come with migrating to the cloud including greater scalability, centralization of data, and improved accessibility for both your staff and clients.

Regulatory Compliance

Regulatory change is happening at a faster pace than ever before. Without the proper compliance models in place, it can be easy for financial institutions to fall behind.

With CPQi, your financial institution can enjoy the many advantages of compliance automation. Leveraging our technology, we help you stay on track with regulatory change and easily perform many of the essential compliance activities.

Plus, we enable your systems to update automatically so that you never have to worry about new changes slipping under your radar.

Book a Financial Services Technology Consultation


For digital financial services, providing your clients with top-notch software and applications is crucial. Not only that, but it is becoming increasingly important to offer continuous development and delivery to your customers.

At CPQi, we utilize the DevOps methodology for software development. This method unites software development and IT operations teams, eliminating departmental barriers that have historically stood in the way of continuous development.

No matter what the scale or breadth of your project is, we utilize our DevOps teams to ensure the best possible outcomes.

Corporate treasury Technology

Book Your Financial Services Technology Consultation Today

Don’t wait for your competitors to pull ahead – get ahead of the technological curve and optimize your business with CPQi. Our financial services technology is designed with the specific needs of your institution in mind. Contact us today to learn more about our custom solutions.