Vertical Relevance was founded to help business leaders drive value through the design and delivery of effective transformation programs across people, processes, and systems. Our mission is to help firms at any stage of their journey to develop solutions for success and growth.  

We provide a full range of services from strategy and design through to implementation and training. As a proud AWS Partner, we focus solely on solutions developed on the AWS cloud.  

We believe that every organization that embarks on their cloud journey should have a clear set of outcomes – focusing on 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 VR team is here to help you every step along the way.

With over 20+ years of Financial Services industry experience, we understand the challenges the industry often faces. Through the use of AWS and our domain experience, we can transform your organization to meet sales, marketing, and regulatory/compliance objectives.

We engage and accelerate our customers by providing prescriptive solutions and guidance on how to implement and operate at scale on AWS. Additionally, we bring Reusable Solutions Accelerators (RSAs) to accelerate project delivery, reduce time, risks, and project costs.

These Accelerators include best practices, templates, business requirements, industry-standard processes, and key dashboards and reports. The VR team combines the use of RSAs with the skill sets needed to effectively collaborate and crystallize business requirements, obtain consensus, and nimbly translate needs into specifications for realizing improvements, faster.

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Just getting started with AWS?

Our Advisory solutions will provide you an iterative approach to developing and designing your journey to the cloud.

Looking to go faster on AWS?

Our Platform solutions provide a prospective approach to your DevOps, Security & Compliance, Data & Analytics, SRE & Resiliency, and App Modernization goals.

Looking to scale on AWS? 

Our Enablement solutions provide a prescriptive approach to running applications on AWS.

Our Expertise in Financial Services

With our years of Financial Services experience, we understand the security, regulatory, and compliance obligations the industry faces . In order to stay ahead of the competition and continue to drive value to customers, Financial Services organizations must innovate and start benefiting from cloud agility while still adhering to regulatory mandates. From wealth management, asset management, banking to trading to omnichannel account opening we've helped Financial Services Institutions transform digitally to drive business value to customers.



FA Desktop
Client Onboarding
Compliance/Risk Mgmt.
Sales & Service Optimization


Portfolio Accounting
Performance Attribution
Consolidated Statements
Data Consolidation

Commercial and
Consumer Banking
Cash Management
Treasury, Custody
Deposits, Lending
Investments, Payments
Customer Centricity
Data Warehousing


New Account Opening
Account Maintenance
Distribution Mgmt.
Claims Management
Document Mgmt

Case Studies

We help our clients navigate the journey, starting with the Why? What are they trying to get accomplished, what makes the most sense, and how do they measure success. Since we are industry practitioners first, we understand the business side of the equation then apply the technology.

Our Experience
Enabling financial services to innovate for business, customer, and regulatory requirements.

Send Us a Message

Contact Info

51 JFK Parkway
1st Fl West
Short Hills, NJ 07078

15 West 38th Street
7th Fl
New York, NY 10018