Financial Services2018-07-12T13:11:31+00:00



The financial services industry is facing new challenges and will have to rely heavily on their information assets to reengineer business models to fulfil expectations from shareholders, directors, government agencies, business partners, and customers.

Financial services companies produce large sets of disparate information from the myriad of internal and external systems they use to operate their business. This information overload creates new challenges for executives and managers trying to analyze corporate performance, understand trends, and identify opportunities to create new revenue streams or business models.

Many financial services firms are investing in risk management, governance, and regulatory compliance, but the main industry requirements are still to get a single view of their operating units and to have a true understanding of their customers.

Our team can offer the financial software conversion necessary to keep your data records streamlined and accessible from a singular source or multiple, allowing you to maintain your information in the format and systems that are most practical for you.

CXO Corporation Financial Services Solutions Logo


Financial services organizations are increasingly pressured to use business analytics, customer insights, and unified customer profiles for their communications, operations and sales, and marketing channels.

CXO helps financial services organizations find innovative ways to reduce operational expenses, optimize business processes, manage risks, and improve the overall contribution to business units through intelligent and successful financial software migration.

Financial services companies, using business intelligence and analytics solutions, are developing improved business models and practices to avoid deficiencies of the past, respond to current challenges, and prepare the company to be competitive in future business scenarios.


Our team of professionals help banking, leasing, capital markets, and insurance companies in all major areas, including:

  • Private banking and wealth management
  • Retail banking
  • Investment banking
  • Transaction banking
  • Asset management
  • Leasing
  • Health insurance
  • Life and property insurance
  • Risk, liquidity and capital management
CXO Corporation Financial Service Solutions


For more information about our solutions, please contact:

Jose L. Ponce
Director, Consulting Services
+1 (877) 960-1296