Explore how we've helped clients achieve solutions to their most complex problems

Simplified filing the retail tranche via wealth managers for IPOs and follow-on offerings: Digitized a phone-based process, enabling focus on relationship management. Client raised funds using v1 product

Analysis of advisor workflows, leading to a detail design and plan to implement OpenFin Workstation across multiple internal and external applications for a seamless advisor workflow.

Enabling existing telephony soft client to be FDC3 compliant, to work as a fully enabled Workspace Application and for new features to be implement that enable seamless telephony interop across the desktop.

Advised and performed key implementation work on the Openfin platform as part of the modernization of the advisor desktop at a top 5 US Bank.

A legacy portfolio management system struggles with data, integration, and performance. The client sought a strategy and implementation team for integration, user experience, and backend re-engineering to retain and attract clients.

Unifying data across commercial, retail and investment banking systems, produced an entitlements graph for real-time enterprise wide queries to power a wide range of digital experiences.

For a major exchange, built a portfolio risk modeling and reporting platform enabling proprietary analytics to be run and reported on at scale in a fully customizable fashion.

A critical back office system for a major fund company was too time consuming, risking timely rebalancing and cash management operations. A redesign of the underlying workflows and user experience dramatically increased throughput of the same team.

A financial services firm that prides itself on the usability and functionality of its software was looking to update its platform and prepare for the next wave of AI and analytics technology. Expero delivered a modern and useful front-end design to augment and leverage the existing platform while reducing time to market and adding new cutting-edge features.

A government assistance program was bogged down with legacy systems and inefficient processes, leaving caseworkers overburdened and funding at risk. Expero was brought in to reimagine the customer experience and end-to-end workflows and design an entirely new operating platform.

One of the largest Oil and Gas companies in the world sought to reduce human risk, increase safety, and maximize refinery uptime. Expero was engaged to create a comprehensive petroleum refining plant’s safety application using advanced AI/ML and graph algorithms to prevent incidents and save lives.

A well-funded cyber startup sought to disrupt the cyber and defense market with a complete detection, investigation, and prevention software platform.

The client was utilizing a 14 year old software stack and was looking to both modernize and avoid customer churn. Their executive team were facing a fork in their product roadmap to revamp the entire platform or simply uplift smaller pieces. Satisfying multiple stakeholder needs and customer demands, we designed and built a product which streamlined usability while making it easier to drive additional transactions and revenue.

Seeking to revolutionize how telcos design and provision mobile device plans, our client envisioned a groundbreaking new product. The product allows carriers to interact with real-time user data, create new plans, analyze plan performance, monitor customer behavior and adapt rapidly to shifting market demands. The client needed support in bringing this pioneering platform to life.