Technology Services for Banking & Financial Services
Automate operations, strengthen compliance and modernize customer experiences, securely.
Explore banking & financial services capabilities & delivery details
- 25+ years of delivery
- 150+ enterprise customers
- ISO 9001 · ISO 27001 · CMM Level 3
Banking at a glance
TechTiera helps banks, lenders, capital markets firms and financial regulators automate operations, manage documents and records, meet regulatory reporting obligations, modernize data and analytics, improve customer engagement and strengthen cybersecurity. Case studies includes banking operations automation and regulatory reporting, and OpenText Documentum for a financial regulatory authority.
Challenges we help solve
Regulatory pressure
Frequent reporting and audit demands require accurate, traceable data and documents.
Manual operations
Account maintenance, reconciliations and onboarding still rely on manual steps.
Legacy platforms
Aging core and content systems slow change and increase risk.
Cyber risk
Financial institutions are prime targets for phishing and fraud.
Solutions for banking
Intelligent automation & RPA
Automate operations, reconciliations and reporting.
Learn more →Intelligent document processing
Digitize onboarding, loan and KYC documents.
Learn more →Enterprise content management
Govern records and correspondence with full audit.
Learn more →Data & analytics
Regulatory, risk and performance reporting.
Learn more →CRM
Unified client view for relationship managers.
Learn more →Cybersecurity
SOC, email security and penetration testing.
Learn more →Related case studies
Banking operations automation and regulatory reporting
Read case study →
Web crawling for financial intelligence and business contact discovery
Read case study →
OpenText Documentum for a financial regulatory authority in India
Read case study →
Intelligent FX trade settlement automation for a leading financial institution
Read case study →
Intelligent document capture and OCR automation for a leading Asian financial institution
Read case study →Why TechTiera
Two decades of enterprise delivery
More than 25 years implementing enterprise platforms, from strategy and implementation to long-term managed services.
Certified, specialist teams
Practice-aligned consultants and engineers with platform certifications across content, automation, data, cloud and applications.
Centers of excellence
Dedicated CoEs and innovation labs that develop reusable accelerators, frameworks and delivery standards.
Proprietary accelerators
Products such as DocOrbit, ECH360 and TestOrbit that shorten implementations and lower the cost of ownership.
Global delivery, local accountability
Delivery and service desk coverage across the Americas, Europe, the Middle East, India and Asia Pacific.
Quality you can audit
ISO 9001 and ISO 27001 certified, SEI CMM Level 3 processes and a 98% on-time delivery record.
Banking: frequently asked questions
Short, direct answers to the questions buyers ask most. Need more detail? Ask an expert
How does TechTiera help banks with regulatory reporting?
We automate data collection, validation and report preparation, with audit trails and controls, as in our banking operations automation and regulatory reporting work.
Can automation help with KYC and onboarding?
Yes. Intelligent document processing and RPA extract and verify customer data from documents and update core systems, with human review for exceptions.
Do you work with financial regulators?
Yes. TechTiera has implemented and supported OpenText Documentum for a financial regulatory authority in India.
How do you address security in financial services projects?
TechTiera operates an ISO 27001 certified information security management system and applies least-privilege access, encryption and audit logging in delivery.
Financial Services at a glance
TechTiera helps asset and wealth managers, lenders, payment providers, regulators and financial information businesses with data engineering and analytics, intelligent automation of operations and reporting, document and records management, client relationship platforms, cloud and cybersecurity. Case studies includes web data and financial intelligence platforms and OpenText Documentum for a financial regulatory authority.
