EstesGroup Financial Services Practice

Financial Services

A changing legislative and regulatory landscape, increased product and service offerings, and 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. And integration to other systems is essential for smooth operations and "at-your-fingertips" information.

At EstesGroup Solutions, we have helped many companies doing business in credit union, banking, investment, insurance, brokerage, title and other financial services institutions to meet the challenges of today's dynamic and competitive environment.

Our offerings include consulting services in the following key areas in the Financial Services Industry:

  • 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.
  • 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.
  • Insurance Services
  • EstesGroup insurance solutions practice spans a range of Insurance lines of business including Life, Annuities, Health, Property and Casualty and Reinsurance. We partner with Insurance clients in a variety of engagement models, based on their requirements, to provide insurance solutions. We offer deep experience in all stages of the Insurance business cycle.
  • Risk Management
  • Risk management is here to stay, and implementing an EstesGroup solution can help you take advantage of the opportunities that it presents. We don't view risk management as a burden, industry leaders use it to strengthen their business. EstesGroup has developed custom applications for financial services which incorporate many functions, including enterprise and operational risk management, loss event tracking, internal audits, tracking corporate and industry-specific regulatory compliance, vendor management and data privacy. Our clients range from global banks to credit unions, multinational insurance firms to brokerage firms, investment companies to community banks

For case studies and a link to our Financial Services practice team, click here or call your EstesGroup representative today.