In the financial services industry today, the utilization of technology is in full force. Leading institutions are now embracing technology and cloud to both solve infrastructure needs in new ways and to create new experiences for their customers.

Vertical Relevance helps companies evolve within the rapidly changing technology environment to address expanded regulatory oversight and compliance requirements, increased competition from existing and new market entrants, tighter focus on information security and new security threats, disaster recovery and business continuity scarce resources in the form of capital, headcount, and specialized skills. Vertical Relevance accomplishes this by helping financial institutions innovate faster.

We believe that every organization that embarks on its cloud journey should have a clear set of outcomes — focusing on business agility and speed to market. Whether you are just starting out with your digital transformation or looking to be more agile with applications, the Vertical Relevance team is here to help you every step along the way.

Building for the Future

Vertical Relevance is made up of three different practice areas that all service different segments of the market and come together holistically to provide customers with expertise in several different areas.

AWS Cloud Transformation

Providing prescriptive guidance when it comes to building the foundations on AWS.

Business Consulting

We understand the unique business problems Financial Services face on a day-to-day basis and make recommendations on technology advancements.

Customer Experience & CRM

Enabling our Financial Services clients to better reach their own end clients.

Our Approach

We base our consulting approach on the premise that any solution should consider how a new design will fit with the current and future environment and circumstances. We believe a quality solution cannot be delivered without a deep understanding of the internal and external influences on your organization and the industry at large.

Our approach reflects this top-down and bottom-up methodology, to ensure that solutions are comprehensive and can scale to meet future needs as your business changes over time.

Our team excels in knowing what drives the industry and whom your customers are, providing the right foundation to nimbly deliver results across business advisory, customer experience, and cloud transformation.

AWS Cloud Transformation

Our Cloud Transformation team is focused on enabling a clear set of outcomes – business agility and speed to market. Whether clients are just starting out with their cloud journey or looking to be more agile with applications, the Cloud Transformation team is here to help you every step along the way. We provide a full range of services from strategy to design and implementation focused exclusively on the Amazon Web Services (AWS) cloud.

Business Consulting

Collectively, we have over 25 years of domain experience within the financial services industry and we understand the unique security, regulatory, and compliance obligations financial services institutions face on a global scale. Our Business Consulting team has proven capabilities across strategy and roadmap design, program management and integration, data management, agile project management, and quality assurance.

Customer Experience & CRM

Our Customer Experience & CRM team is focused on improving productivity, effectiveness, and transparency across marketing, sales, service and the back office for our clients. We differentiate ourselves above all with the team’s understanding of our clients – what it takes to successfully engage and build meaningful relationships in today’s rapidly evolving environment. We focus on building connected experiences to drive sales, support, and connectivity using Salesforce.

Capitalize on New Financial Services Opportunities

Improve and transform the customer experience

Improve customer experiences by creating on-demand, personalized journey that customers expect.

Manage compliance and mitigate risks

Strengthen your business system and software infrastructure to manage compliance and mitigate risks.

Drive innovation by modernizing infrastructure

Migrate and build on an efficient and responsive technology stack that can improve speed-to-market.

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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