Home / Services / Financial Services
AI and Data for Banks, Investment Firms and Trading Desks
Contivos has a global financial services, banking and securities practice. Our teams have migrated core banking systems, built the compliance portals regulators rely on, and given traders and sales teams near real-time insight, on programs supporting more than $1 trillion in assets.
Challenges We Solve
01
Legacy reporting that can’t give hundreds of users timely insight
02
Regulatory filings and disclosures that need secure, auditable collection
03
Core system migrations and divestitures on unforgiving timelines
04
AI pilots that stall on governance, data quality and risk
What We Deliver
$1T+
in assets supported by programs our teams led
$13.5B
bank sale supported through data migration
400+
bank staff on near real-time insight
Featured Case Study
Financial Services
Sales, trading and digital insight for a global investment bank
The Challenge
The bank needed to move its financial and BI reporting off legacy tools, embed financial insight inside Salesforce, and give hundreds of users near real-time visibility into sales, redemptions, trading and digital performance.
Our Solution
Contivos built new data models with the bank’s stakeholders, led the migration and upgrade of its Qlik platform, connected its Sybase IQ trading data with a new security model, embedded KPI and table views directly in Salesforce, and deployed eight new NPrinting reports for daily and month-end trading.
The Results
400+
global staff with near real-time insight
8
new automated trading reports
3
programs: sales, trading and digital
More Financial Services work
Financial Services
Data migration and masking for a bank divestiture
$13.5B
sale supported
20
global teams coordinated
24/7
migration and masking
Read the case:
The Challenge:
A global bank selling its Canadian business had to migrate its data to the acquiring bank on an accelerated timeline, with data masking, document migration, and compliance covered around the clock across India, Canada, and the UK.
​
Our Solution:
Contivos assembled a global team on the bank’s Delphix platform, ran continuous hourly migration and masking across Europe and Canada, built new repositories and data pipelines, and supported the program with daily stand-ups and sprints.
Financial Services
A complete systems migration for a Canadian credit union
30+
core systems migrated
54
branches on new systems
500K+
users served
Read the case:
The Challenge:
The credit union needed to move to Microsoft 365, migrate its CRM and core financial systems, and build a secure document store where commercial clients could submit financial and regulatory disclosures.
Our Solution:
Members of our team led the program end to end over 18 months with 22 stakeholder groups, migrating more than 30 core systems, building secure repositories and upload portals, and training over 1,000 employees. A managed services team stayed in place.
Financial Services
A global technology migration for an investment firm
50K+
staff on new systems
$1T+
in assets supported
15
core systems migrated
Read the case:
The Challenge:
The firm needed to migrate and rebuild core systems, including the global disclosure portals business clients use for quarterly compliance filings and the reporting interfaces securities regulators require.
Our Solution:
Members of our team led the program over 24 months, migrating 15 core banking systems, building secure document repositories, portals, security processes and analytics, and training more than 12,000 employees. A managed services team stayed in place.
Financial Services
A compliance portal and trading data platform for a trading firm
2,000+
staff on new systems
$50B+
in assets supported
24 mo
program led start to finish
Read the case:
The Challenge:
The firm needed a compliance portal, a trading repository, and a data platform with a trade-matching data layer, plus a secure portal for sharing sensitive securities information.
​
Our Solution:
Members of our team led architecture, build and implementation over 24 months with 20 stakeholder groups, delivering secure document repositories, credentialed portals and digital tracking infrastructure, and training more than 500 employees.
What We Can Build Next
Where we can take Financial Services next, built on the same foundations and our Intelligent Operating Systems.
Fund and portfolio intelligence
Operating platforms for investment firms, with calculators for evaluating new investments and tracking portfolio companies.
Agents for finance operations
AI agents that handle reconciliation, reporting and exceptions, with people approving what matters.
Mainframe data, set free
Real-time replication from core banking and lending systems on IBM i into Snowflake and cloud platforms.
Compliance intelligence
AI that reads filings and disclosures, flags exceptions and keeps a full audit trail.