Financial Services

Reducing risk through reliable delivery.

Navigating the pitfalls that emerge during a complex technology project is challenging at best.

And, the greater the risk and scope of the project, the harder it gets. The financial services industry frequently faces the need to plan and implement large-scale and/or mission-critical initiatives that just can’t risk going off the rails.

Platform migration, legacy system modernization, system integration, portals, transaction processing application development, and mobile solutions are just a few of the IT projects that, by nature, are fraught with risk – yet are critical to a successful business.At Intelliware, we’ve been working with clients in the Financial Services industry for years. Our roster of clients operate in all major sectors of the Financial Services industry and many have been partnering with us for a decade or more.We’re known for tackling tough business challenges and navigating through the complex technical issues faced by our clients. We know how to get things done while keeping IT, business and end-user stakeholder communities happy. Our iterative approach shortens development timeframes, improves application quality, manages risk and reduces downstream changes.

Case Studies

Technology Roadmap provides an actionable plan for a mobile strategy

A Canadian bank wanted to map out its mobile strategy and vision so it could effectively continue to compete within an increasingly crowded market context. The company offers five distinct lines of business, including: Core Banking, Insurance, and Credit Card Services. The organization’s “low cost” value proposition encouraged clients to perform transactions via the Internet,… Read more »

Straight-Through Processing

John Hancock provides solutions for 8 of consumers’ top 10 financial concerns, including the need to plan for retirement, the cost of healthcare, outliving savings and financial security after retirement. John Hancock employs approximately 4,000 people and sells its products through a network of financial advisors based in over 100 offices across the United States…. Read more »

Self-Service Reporting Solution

John Hancock provides solutions for 8 of consumers’ top 10 financial concerns, including the need to plan for retirement, the cost of healthcare, outliving savings and financial security after retirement. The company employs approximately 4,000 people and sells its products through a network of financial advisors based in over 100 offices across the United States…. Read more »

Regulatory Whitepaper

The Securities and Exchange Commission (SEC) has a mandate to eliminate abuse and fraudulent market timing activity due to late day trading in the Mutual Fund industry in the United States. The SEC requires more transparency to the movement of money inside the pension industry. The main issue is that instructions from 401(k) plan participants… Read more »

On-line Pension Administration System

John Hancock provides solutions for 8 of consumers’ top 10 financial concerns, including the need to plan for retirement, the cost of healthcare, outliving savings and financial security after retirement. John Hancock employs approximately 4,000 people and sells its products through a network of financial advisors based in over 100 offices across the United States…. Read more »

Knowledge Centre

Technology Roadmap provides an actionable plan for a mobile strategy

A Canadian bank wanted to map out its mobile strategy and vision so it could effectively continue to compete within an increasingly crowded market context. The company offers five distinct lines of business, including: Core Banking, Insurance, and Credit Card Services. The organization’s “low cost” value proposition encouraged clients to perform transactions via the Internet,… Read more »

New interac.ca puts a fresh face forward for Canada’s leading payment brand

Mobile-friendly site integrates with new Automated Bank Machine (ABM), INTERAC FlashTM merchant and INTERAC Online retailer locators With a fresh new design and improved online capabilities, interac.ca provides a vastly improved destination for consumers and businesses alike. In addition to optimizing the site’s capabilities for mobile, the new site packs a punch with bold new… Read more »

Mobile Banking Acceptance Among Canadians

This Globe and Mail report has shown the explosive growth in Mobile Banking app acceptance among Canadians. Given that Canadians are conservative by nature, it is amazing to see such a steep adoption rate. It is also understandable that as a nation people are concerned about the security of their data as more and more… Read more »