Finance
Solutions

Integrated and interconnected applications for the front, middle, and back office

We deliver modern and intuitive solutions for even the most demanding of expert users in finance with groundbreaking user experiences. Harness advanced analytics and insights for expert users in wealth, asset management, banking or insurance.

Finance
The Challenge

Overwhelmed by choices to modernize yet hampered by expensive legacy technology, picking the right transformation path is fraught with risk

Attempting to drive revenues, lower risk, or find hidden efficiencies, financial organizations must find ways to bring disparate systems and applications together. The problem is fragmented data located across a wide variety of platforms means tinkering at the edges isn’t moving the needle, but wholesale change is too risky. Teams can’t trust the data. Workflows are siloed and data is disconnected which slows everything down. Data and analytics must be integrated to enhance collaboration and improve decision making.

Key Use Cases

Finance - Compliance Data Flow Analytics

Compliance Data Flow Analytics

Finance - Asset Management & Analytics

Asset Management & Analytics

Finance - Front & Mid Office Applications

Front & Mid Office Applications

Finance - Trade & Holdings Optimization

Trade & Holdings Optimization

Finance - Compliance & Connected Data

Connected Data

Finance - Modernize Finance Desktop

Modernize Finance Desktop

How we help

Bring products to market faster, reduce costs, and drive operational efficiency

We take a multidisciplinary approach, accelerated by our stress-tested planning, and enabled by our proprietary development for finance to find the perfect blend of technology, innovation and process optimization to hit your objectives. Our teams understand the finance landscape and thrive on the complex problems around data integration, analytics and presentation. Whether through custom software development or by taking advantage of our out-of-the-box software accelerators, we get you moving fast.

Modernize

Intuitive digital experiences

Our skilled teams work closely with you to stabilize, enhance and ultimately replace existing legacy technology with beautifully designed user-centric solutions. 

Synthesize

Turn data into user insights

Whether it’s research, news, market, or internal data, we integrate and deliver it to the point of consumption as an analytic, alert or insight. 

Accelerate

Faster solution delivery

We deliver solutions quickly, enabled by our proprietary Connected Finance platform - built to accelerate time to market for even the most complex challenges. 

Our
Finance
Partners

Innovating with market-leading partners 

Openfin
Morningstar
Finance

Transform Buy And Sell Operations Fast

Our fully configurable Connected Finance Software solution bolts onto your existing infrastructure. It enables you to rapidly implement transformative dashboards and unified desktop views to improve the performance of front and mid-office applications without ripping out what you have already.

Discover Opportunities

Analyze diverse datasets in real-time, identify trends, and act swiftly on emerging investment themes or market events.

Research

Access real-time news and events to stay informed on market shifts and respond proactively.

Portfolio Analysis

Integrate data to evaluate performance, risk, and allocation—delivering smarter, data-driven investment decisions

Hybrid Advisory

Strengthen advisory services with digital tools, enabling more meaningful, theme-driven client conversations.

Featured modules
Featured industries

Capital Markets

Banking

Wealth Management

Asset Management & Trading

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insights gallery

Our thinking

Dive into our world and find out what we have to say about technology, UX, and software development.

Building on Digital Transformation - Integrating, Scaling, and Streamlining Wealth Management for the Future

This session builds upon the previous webinar's exploration of digital transformation in wealth management. It delves into the convergence of wealth/asset management with banking, insurance, and planning, focusing on hybrid digital solutions and emerging technologies. Topics include integrating traditional and digital practices, scaling advisor impact (fractional investing, platform services), streamlining operations, the future of financial planning (AI), and meeting evolving client expectations. Provides a roadmap for implementing digital strategies and capitalizing on emerging trends.

To Catch a Thief… You Need Entity Resolution

Machine learning entity resolution deduplication of FBI criminal records using supervised learning logistic regression and unsupervised learning clustering.

Mental Health in Consulting

Our own mental health is an important yet often overlooked part of our lives that affects everything we do. Burnout, anxiety, and stress often plague the world of consulting and require a proactive strategy to combat. Join us as we discuss how to foster a company culture of respect, openness, and care toward mental health needs as well as some of the strategies Expero has implemented to better support and care for employees. Have questions or thoughts about what we discussed today? Contact us at podcast@experoinc.com or on Twitter @experoinc Resources: • Suicide prevention hotline: 1-800-273-8255 • 911 for life threatening emergencies (note: suicide prevention and mental health providers will use 911 as a last resource if they are unable to diffuse the situation). • 1-800-273-TALK (8255) or Live Online Chat with the National Suicide Prevention network, where you can talk to training professionals. Can provide crisis counseling and mental health referrals. • 1-800-662-HELP for Substance Use and Disorder Issues. • 1-877-SAMHSA7 (662-4357) SAMHSA is a Government Administration under the US DHHS, tasked with helping to provide referrals to mental health providers, and can act as a crisis hotline. • State, county, and citywide hotlines (vary by state/county). • Some states provide COVID-19 Crisis Counseling hotlines, Veteran Crisis hotlines and Teen crisis hotlines.

Creating Consistent & Professional Content

A Content Style Guide provides rules and examples for how content should be crafted and presented to users, and will ensure that your messaging is consistent and effective.

Let’s modernize together

Together we can accelerate your journey to a fully automated finance desktop and interconnected platform. Let’s elevate your operation to the next generation.