Industry Focus

Financial Services

Imaginet provides integrated technology solutions to the financial services industry. We have over a decade of experience in the Canadian and US financial services sector and we are recognized internationally for IT industry leadership.

We understand the IT challenges of many financial firms striving to keep pace with critical business concerns such as:

  • Growth in emerging markets
  • Increased business complexity
  • Regulatory compliance/transparency
  • Performance management imperative
  • Industry acquisitions/mergers
  • Financial product & service innovation

Our passion for technology to support the financial services sector makes us great at finding innovative solutions to difficult challenges. Our collaborative and dynamic software development process enables us to provide solutions in the most predictable and reliable way possible.

Equally important is our experience integrating Microsoft technologies with legacy mainframe and mid-range environments in order to leverage existing customer investments in infrastructure and applications.

Imaginet Financial Services Experience

  • Advisor Web Platforms: Client management, CRM integration, account opening and forms management
  • Operations Reporting Platforms: Business service level monitoring and alerting
  • Executive Dashboards: Real time view of key performance indicators in sales, operations and customer service
  • Broker Management Systems - Online advisor sales and operations systems
  • SOA Integration Systems - Web services integration of distributed (internal and external) financial services applications and IT infrastructure
  • Business Process Management for Compliance - Optimizing processes, workflow and reporting to meet regulatory compliance

Imaginet Insurance Industry Experience

  • Policy Management Systems - Complete quote and policy lifecycle management for multi-jurisdiction rating
  • Product Management - Delivery of fast time to market for new product offerings.
  • Integration - External vendor record validation and EFT transfers, claims system, accounting integration and business process monitoring
  • Tailored Business Rules - Extensive business process handling within multi-jurisdictional
  • Data Conversion - Mainframe Policy data migration to new system
  • Broker Management Systems: - Backend data integration for Brokers

Financial Industry Knowledge + Technical Expertise + ALM best practices = Project Success

We provide optimal value to our customers when projects are fully outsourced to Imaginet. When both the financial industry and technical knowledge of the Imaginet consulting team is combined with successful development principles and well-instrumented Imaginet application lifecycle management processes, high quality projects are delivered on time and within budget.

Contact us at: answers@imaginets.com to discuss your financial services technology needs.