Industries
Customer platforms and automation for financial services
Customer platforms, automation, analytics, integrations and secure software.
Financial Services
Customer platforms and automation for financial services
Financial services buyers are rarely short of data. The constraint is producing a defensible answer from it quickly, under supervision, with a clear record of how the answer was reached.
What we hear in this sector
The problems that usually start the conversation
- 01
Onboarding and document review absorbing skilled time
- 02
Core, CRM and reporting systems disagreeing on customer state
- 03
Manual controls that are expensive to evidence
- 04
Customer-facing digital experience trailing newer entrants
How the technology fits together
Customers to decisions, with lineage
Problem
Customers
Customer portals and digital onboarding
System
Financial systems
Integration between core platforms, CRM and reporting
System
Data
Document processing for applications and evidence
Intelligence
Security
Secure application engineering with audit built in
Outcome
Decisions
Analytics with lineage sufficient for supervisory review
Technology ecosystem
Financial Services systems, connected
Digital onboarding and portals, document processing for applications, integration between core, CRM and reporting, and analytics with lineage sufficient for supervisory review, engineered securely.
- Customers
- Financial systems
- Analytics
- Decisions
What we build here
What Branta builds for financial services
Customer portals and digital onboarding
Document processing for applications and supporting evidence
Integration between core platforms, CRM and reporting
Analytics with lineage sufficient for supervisory review
Secure application engineering with audit built in
Common starting points
Business problems we usually begin with
Build a customer portal
Customers calling or emailing for information the business already holds.
ExploreIntegrate my systems
ERP, CRM and line-of-business systems holding different versions of the same truth.
ExploreAutomate my business
Repetitive work moving between people, spreadsheets and systems that were never connected.
Explore
Client results
Proof from the field
Telecommunications
Unifying FP&A on Anaplan for a global telecom leader
Outcome
Unified FP&A platform selected and roadmapped with ERP integration
Business services
A serverless portal that lifted usage 12% and cut manual effort
Outcome
12% increase in portal usage, reducing manual effort
Pharmaceutical manufacturing
Enterprise security operations for a pharmaceutical manufacturer in under 12 weeks
Outcome
< 12 weeks to a steady operational state
Talk to us
Tell us what you are trying to achieve and we will help you identify the right technology path.