Case Studies

Leveraging technology to re-energize traditional banking and financial services


Leveraging technology to re-energize traditional banking and financial services

This banking and financial services client was looking for an experienced technology partner to help them deploy innovative new products while continuing to meet the needs of legacy customers.

The finance industry has undergone significant changes over the past decade. Shifting demographics as the baby-boomers recede and the millennials ascend, changes in household composition and post-recession regulations have paved the way for the rise of the machines and artificial intelligence driven robo-advisers. In order to compete with booming fintech companies and maintain its position as a leading banking & financial services institution, this client engaged iSoftStone to enhance their platforms and drive new product innovation.

Comprehensive tools for informed investment and financial decision making.

Our team of agile scrum masters and business systems analysts worked alongside this client to identify which technologies make most sense for the business. From there, our team accelerated the launch of a set of innovative managed account offerings for wealth management and retirement planning. In addition, we helped the client deploy a robust investment planning and guidance tool. The easy-to-use tool profiles each client and combines AI developed modeling, engaging self-serve planning capabilities and guidance from experienced financial advisers to help clients make informed investment and financial decisions.

Seizing new market opportunities using the latest innovative technologies.

The iSoftStone team was instrumental in helping this client manage and launch several unique new product offerings. Leveraging our deep industry expertise and in-depth understanding of products, distribution channels, data structures, and back end systems was critical to accelerating delivery and mitigating risk. By engaging iSoftStone, this client gained access to new market opportunities using cutting-edge technologies.