Platform Implementation, Integration, and Support for Financial Services

Platform Implementation, Integration, and Support for Financial Services

Enterprise Platform Services, typically offered as cloud-based Software as a Service (SaaS) or Platform as a Service (PaaS) offering, have been picking pace for over a decade now to streamline business processes. While early implementation trends of third-party platform tools focused on web application development, the market later evolved beyond computing to also include databases, machine learning (ML), cyber security, operations and network offerings.

In the past few years, induced challenges, such as hybrid work culture, cost optimisation pressures and intense competition (in terms of new trends and technologies), have forced organisations to realign their business strategies, ensuring they are digitally agile and competent while keeping an eye on cost efficiency, real-time customer engagement, innovation and quality.

Acuity’s expert team of domain specialists and platform implementation consultants help integrate enterprise applications with third-party platform support tools using innovative technologies , thus reducing costs and accelerating the transformation journey. This results in efficient turnaround time and flexible client customisation, making applications and platforms available to firms of all sizes and businesses.

Acuity helps clients implement CRMs, lending service platforms, workload automation and scheduling tools, data cloud platforms, and automation & integration tools, among others to digitally transform businesses.

Who we serve

Corporate, Commercial and Investment Banks

Corporate, Commercial and Investment Banks

Asset Management

Asset Management

Private Markets

Private Markets

Enterprise Platform Services Capabilities

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COTS/SaaS Platform Implementation

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Customizations, Configurations & Enhancements

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Platform Integrations

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Change Management

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Data Migration & Data Quality

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Platform Support

Platform Implementation Services

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Discovery

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Impact analysis

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Planning

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Process mapping

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Data migration

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Integration

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Customisation & configuration

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Testing & QA

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Deployment

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Training & support

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Enhancements

Salesforce Platform Services

Align Salesforce with your Business Strategy

Enterprise Platform Expertise

Customer relationship management (CRM)

Salesforce

Salesforce

DealCloud

DealCloud

Dynamics 365

Microsoft Dynamics 365

Lending operations & services

nCino

Finastra LoanIQ

FIS

Workload automation & job scheduling

ActiveBatch

ActiveBatch

Control-M

Automation & integration

MuleSoft

MuleSoft

Microsoft Azure

Data cloud

Snowflake

Databricks

Project & workload management

Jira

Confluence

ServiceNow

Why Acuity?

Optimized Costs

Higher cost savings achieved while packaging disparate tasks that are manually laborious and time intensive.

Unified Data Flow

Completely automated data flow between suite of applications, generating automated reports with faster time to market.

Bespoke Services

Customized and enhanced platforms as per the organization needs or requirements.

Focus on Synchronization

Integration of commercially available platforms with clients’ proprietary applications for seamless and centralized data flow between all applications.

Our Success Stories

CRM and business intelligence

Value-add and perks

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40%

cost saving

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c.40%

increase in onshore bandwidth

Our Success Stories

CRM migration support to a technology-focused European investment bank

Value-add and perks

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Cleaning data of 80k+ contacts

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Providing end to-end CRM migration support

Our Success Stories

CRM and marketing support to a US-based investment bank

Value-add and perks

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Creating a centralised repository for reusability

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Facilitating a 20-30% improvement in response rate

Our Success Stories

Leveraging technology: LiveDocs implementation and Seismic support

Value-add and perks

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Set up workflow to publish marketing assets

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Set up centralised processes

Our Perspective

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Technology integration  into SUPPLY CHAIN  MANAGEMENT

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Alternative data steadily  building momentum  in lending

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Frequently Asked Questions

What types of enterprise platforms does Acuity implement for financial institutions?

As part of the enterprise platform services, Acuity has expertise in the following:

CRM– Salesforce, DealCloud, Dynamics 365

Lending operations & services– nCino, Finastra LoanIQ, FIS Commercial Lending Services (ACBS)

Workload automation & job scheduling– ActiveBatch, Control-M

Automation & Integration– Mulesoft, Azure API Management

Data cloud– Snowflake, Databricks

Project & workload management– Jira, Confluence, ServiceNow

Combined with Acuity’s domain expertise, it is the ideal technology partner for banks, asset management, private equity, and venture capital firms for end-to-end platform customization, implementation and support.

What are the key benefits of using Acuity’s enterprise platform services?

Enterprises can benefit in multiple ways with Acuity’s platform services:

Optimized Costs: Achieve significant cost savings by streamlining labor-intensive and time-consuming tasks.

Unified Data Flow: Benefit from fully automated data flows across your suite of applications, resulting in faster report generation and quicker time-to-market.

Bespoke Services: Enjoy customized and enhanced platforms designed to meet your specific organizational needs and requirements.

Focus on Synchronization: Experience seamless and centralized data flow by integrating commercial platforms with your proprietary applications.

How does Acuity ensure seamless integration with existing client systems?

Acuity ensures seamless integration with existing client systems through several key strategies:

Expert Team: Acuity’s team of domain specialists and platform implementation consultants bring extensive expertise to the table, ensuring that integrations are handled efficiently and effectively.

Innovative Technologies: By leveraging new technologies, Acuity can integrate client applications with third-party platform support tools at competitive costs, ensuring both efficiency and cost-effectiveness.

Flexible Customisation: Acuity offers flexible customisation options, allowing applications and platforms to be tailored to the specific needs of firms of all sizes and industries.

Comprehensive Services: Acuity supports a wide range of implementations, including CRMs, lending operations & service platforms, workload automation and scheduling tools, data cloud platforms, and automation & integration tools.

These broad service offerings ensure that clients can find the right solutions for their unique requirements.

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