Financial Services are at the center of the economy, in the same way, relationships are at the core of what we do. To lead in the fast-changing financial services industry, you need an adaptive and innovative technology strategy, and a trusted partner to help you execute it. We understand your needs for digital transformation, open banking, and customer data management, all while staying compliant with the many regulatory agencies. Our relationship-focused approach is here to lead you into the next generation of financial services.
Data Modernization & Advanced Analytics
Data is an investment vehicle of the future, but it is only as valuable as the insights you pull from it. Whether you need niche consultants to support your current initiatives or workforce solutions to upskill emerging talent to build a scalable foundation for a data-driven culture, Brooksource is here to help.
Portfolio Simulation
Open API Architecture
Blockchain
Personalization
Digital Transformation & Innovation
Embracing a digital ecosystem is critical for next-gen investors to seamlessly access financial products. We help our partners assess, create, and maintain the right digital channels based on the unique needs of their products and services.
Mobile Enablement
Agile & DevOps Standardization
Conversational Platforms
Embedded Finance & Payments
Total Experience
Fraud & Compliance
Staying compliant with evolving financial regulations is only part of the battle when it comes to being a top player in Financial Services. With your customers’ trust being the heart of your business, you need to go beyond simply responding to the latest mandates. Our proactive approach helps our customers enhance cybersecurity measures and protect sensitive data.
Fraud Analytics
Data Privacy
Compliance Evaluation & Adherence
Anti Money Laundering (AML)
AI Engineering
Creating automation solutions to reduce risk and amplify efficiencies can be a huge undertaking. As a true partner, we collaborate with your leadership to see what solutions work best for your landscape. This relationship-focused approach is how we build scalable teams that are homegrown to improve decision making with a long-term personalized touch.
Process Automation & RPA
Authentication Techniques
Low-Code/No-Code Solutions
Real-Time Payments
Cloud Adoption & Scalability
Every cloud journey is unique, and the same goes for the solutions we provide. Are you fully maximizing your cloud investment to appropriately manage your financial data? We provide end-to-end migration and optimization solutions for AWS, Azure, GCP, and Oracle.
Application Rationalization
Hybrid Cloud Solution Architecture
Site Reliability Engineering
Cloud Security
Enterprise Tools & Applications
Sometimes legacy workflows and systems are the real issues keeping you from delivering a reliable customer experience. We provide plan, build, and run support for your current and future-state enterprise application initiatives.
MarTech
Salesforce & CRM Solutions
ERP Support
ITSM & Workflow Management
As a recognized member of these technology company partner ecosystems, we are currently offering consulting services related to specific technology products.
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Meet Paige Maloney
National Vertical Manager - Financial Services
Brooksource has provided me with some of the most incredible experiences since I joined the company in 2015. Exposure to different roles within our business has allowed me to collaborate with innovative leaders across multiple industries. Through these opportunities, I have been able to develop unique approaches that align with a variety of technical ecosystems. I’ve grown an appreciation for what it takes to achieve effective partnerships and drive successful outcomes with personalization top of mind. Working in the Financial Services industry requires a heightened emphasis on trust, a focus I will continue to provide for our current and future clients. Our specialized team at Brooksource helps to pave the path forward across investment services, payments, and life insurance sectors!
