Financial Services

Accelerate your digital journey with scalable and secure software applications

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.

Why Sourcetoad

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

We co-create solutions with our clients in a culture of mutual accountability and frequent, direct communication. Sourcetoad is your partner throughout your digital journey, bringing you new ideas to meet rapidly evolving market needs so you stay proactive and competitive.

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.

Solutions for Financial Services

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

Client Study – Jackson Hewitt

Streamlining the Tax Preparation Process for the Mobile Age

Development of Innovative Sales Tool and Calculator Application

To bring this vision to life, we collaborated with Jackson Hewitt to create a cross-platform mobile application tailored to their unique requirements. One of the app’s standout features allowed users to take photographs of their tax-related documents, which were then uploaded to a secure vault.

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Ready to bring
your idea to life?
With almost 15 years of experience, we have assisted numerous remarkable companies in realizing their aspirations.

Why not let us build yours?