Financial Services Industry Expertise

Financial Services firms face many challenges. Companies need to simultaneously invest in growth, make operations more efficient, and focus on a premier customer experience. For those firms that have delivered more efficient technologies and platforms, profits are expected. Within each of our industry focus areas, we are helping solve some of the biggest challenges.

Financial Services Sectors

Wealth Management

We are helping leading Wealth Management firms continue to differentiate themselves by not only delivering services and solutions that build, preserve and manage wealth, but providing clients with valuable and engaging experiences. We help Wealth Management firms not only keep pace, but excel in an increasingly complex and converging digitized world with ever-changing regulatory requirements. From operational optimization, to client experience, to sales acceleration, Wealth Management Firms continue to turn to Vertical Relevance to propel them forward because of our proven track record of success and our wide range of expertise.

Asset Management

Asset Management Firms are faced with the challenging task of providing fully comprehensive investment and advisory services to individual investors, financial advisors and institutions. The wide range of active and passive investment styles and capabilities across both traditional and alternative asset classes force these firms to constantly pivot to the market, evolve according to trends, and provide customers with positive experiences. Asset Management Firms consistently turn to Vertical Relevance to aid with their ongoing challenges, relying on our knowledge of the industry and technology platforms, our experience in the digitized world, and wide range of capabilities.


Vertical Relevance provides expert transformation services to both the retail and corporate banking segments. We bring subject matter expertise across the client lifecycle, from acquisition and onboarding through servicing, data management and regulatory operations. We help our clients through segmentation strategies, operational efficiency of branches and front-office functions, and strategic program execution for technology transformation. Our clients depend on us for our subject matter expertise to take advantage of opportunities quickly, reduce risk and deliver business focused solutions successfully.


The convergence of technology has disrupted the Insurance market more so than any other sector of the industry. This evolution of digitization of services is an intimidating obstacle for most insurance firms. With Vertical Relevance, however, this obstacle isn’t so insurmountable. Our experience in streamlining operations, individualizing the customer experience, and increasing capabilities in the Insurance industry make us an asset to Insurance Firms everywhere.

Are you ready to start building?

Financial Services institutions want to become more agile so they can innovate and respond to changes faster to better serve customers. Without speed, institutions begin to lose momentum which is why Vertical Relevance has developed tools and resources to accelerate your digital-first journey. Whether Financial Services customers are just starting out with their digital transformation or looking to be more agile with applications, the Vertical Relevance team is here to help you every step along the way.

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