Strengthening, Governance, Risk and Compliance in the Banking Industry
See why a holistic view of risk in your company can be beneficial during turbulent financial times and how some companies are adding value through governance, risk, and compliance (GRC) initiatives.

Building a Best Run Finance Organization
This SAP Executive Insight examines the changing role of the finance organization in today's business environment, including: identifying operating characteristics; measurement of a best-run finance organization; and changing focus as best-run finance methods are applied.

The Financial Close - Optimizing Performance and Driving Financial Excellence
Learn the value and benefits of closing your books quickly and with quality.

SAP Business ByDesign and Private Equity
Startup companies spreadsheets - successful companies use business software. Learn about the benefits and affordability of SAP Business ByDesign.

SAP Business ByDesign for Investors
SAP software is now the perfect size and perfect price for you and your portfolio companies.

IDC White Paper - SaaS Solutions for Common Administrative Problems Facing Private Equity Firms
Learn how private equity firms can use software as a service to improve portfolio company management.

SAP Business ByDesign Brochure
Learn more about all the flexible options and SaaS that SAP Business ByDesign makes possible, easy, and affordable.



Financial Services

EstesGroup has helped many financial services institutions meet the challenges of today's dynamic and competitive environmentA changing legislative and regulatory landscape, increased product and service offerings, as well as intense competition make financial services one of today's most dynamic industries.  Now more than ever, your ability to manage growth, control costs, and respond rapidly to change is directly related to the flexibility and scalability of your enterprise systems. Managing high growth is critical because a doubling of revenues in financial services can create exponential increases in business data. Integration to other systems is essential for smooth operations and "at-your-fingertips" information. In addition, the migration to Cloud-based systems, while streamlining costs and support, creates other complexities.

EstesGroup has helped many financial services institutions meet the challenges of today's dynamic and competitive environment.  With deep functional expertise in this industry, our offerings include software and consulting services in the following key areas:

  • Private Equity & Venture Capital: The Private Equity and Venture Capital communities are focused on some of the same business drivers, including conservation of capital, scalable growth, deal flow, mitigation of risk, and alignment with operational benchmarking and best practices.  EstesGroup understands these drivers—the principals have participated in this environment – and the firm represents and delivers the best technology and consulting solutions for this marketplace.
  • Prime Brokerage Services: Prime Brokers face many challenges today, including exponential trade volume growth, client credit and collateral exposures and value-added service demands. EstesGroup has developed applications that address these needs with applications tailored specifically for Prime Brokers. We have references in this community should you need them.
  • Capital Markets Trading: EstesGroup provides a full range of consulting services covering all phases of trading system design, development, and implementation, including functional requirements definition, technical specification development, integration with legacy and third-party systems, risk management consulting, business process analysis and realignment, and more.
  • Banking and Insurance Services: EstesGroup has worked with major banks, regulatory institutions and insurance firms, and supports solutions ranging from Asset Management, Regulatory and Compliance systems, M&A, and Technology Audit.  We also support Insurance lines including Life, Annuities, Health, Property and Casualty and Reinsurance. We offer deep techno-functional experience in many aspects of the banking and Insurance technology landscape.

For case studies, specific details, references and a link to our Financial Services practice team, Contact Us today!