Financial Services
Consumer expectations of their financial institutions are changing rapidly, forcing companies to accelerate digital initiatives to remain competitive in this fast-moving environment.
Sourcetoad will meet you wherever you are on your digital journey, scoping and developing adaptable solutions that meet your most pressing short-term needs while remaining aligned with your long-term innovation roadmap.
We love to develop tech solutions for Financial Services.
Proven Process
We’ve been building software applications for nearly 15 years and understand how to transform customer demands, regulatory requirements, and long-term visions into effective technological solutions that work with existing core systems.
Whether you’re looking to improve process efficiency or introduce a new customer-facing product or service, our team has years of experience developing, implementing, and maintaining successful projects like yours.
We’ve designed and built bank payment processing applications, payroll management systems, accounting tools, business intelligence applications for investment banks, and a variety of other fintech solutions for forward-thinking financial services firms.
True Partnership
As your partner, we believe in complete transparency and alignment around the use of customer data, effective risk management standards, and regulatory compliance.
Agile Execution
Sourcetoad follows Agile development principles to deliver a custom and adaptable solution that can keep up with ever-changing requirements.
We also serve as your product team, working directly with your internal experts and helping you to deliver innovative technology without having to micromanage a development team.
Our capabilities include Third-party Systems Integration (Plaid, etc.) and SOC-2 Type 2 Compliance.
Custom Software Development
Core Legacy Systems Modernization
Financial Middleware Systems Design
Secure API and SDK Development
Mobile Application Development
Business Process Digitization
Operational Software Development
Proof-of-Concept Design and Prototyping
Customer-Facing Application Development
Security and Penetration Testing
Streamlining the Tax Preparation Process for the Mobile Age
Development of Innovative Sales Tool and Calculator Application
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