We empower wealth management, banking, insurance and financial institutions with technology solutions.

80%

Over 80% of financial institutions expect to increase FinTech partnership volume in the next three to five years.

according to   PricewaterhouseCoopers Logo.svg 500x3801 - FinTech expertise
 

What exactly is in it for you?

Vector

Enterprise System Engineering

Vector-3

Digital Infrastructure Management

Vector-2

Proprietary Legacy Application Migration

Vector-1

Real-Time Analytics and Forecasting

Vector-4

Enterprise Reporting Solutions

Vector-5

Innovations Adoption within our R&D Lab

Vector-6

Sophisticated Risk Management Systems

Vector-7

Customer-Facing Apps and Portals

Technology Services Behind

  • #Salesforce
  • #Big Data & Analytics
  • #AI & Machine Learning
  • #Cloud & DevOps
  • #Business Intelligence
  • #Distributed Ledger Technology
  • #Robotic Process Automation
  • #Strategic Data Storage
  • #Microservices Architecture

Make your digital improvements with the right technology partner:

  • Since 2006, CoreValue have been helping fintech companies benefit from technology expertise and proven engineering processes.
  • The largest asset managers, leading innovative insuretech providers, global investment and commercial banks are among our customers.
  • Enterprises and financial institutions manage technology trends by experimenting with innovative tech within our R&D to verify new ideas with MVP/PoC; no costly investments.
  • Security and regulations adherent solutions which enable customers to get the robust controls in place

Let's Talk

Call Us

We might be busy at the moment but will get back to you shortly.
Thank you for submission. We will contact you soon.

Our Customers

Vector

Wealth Management Institutions

Mortgage Banking & Loan Servicing Providers

Mortgage Banking & Loan Servicing Providers

Vector-4

Investment & Commercial Banks

Vector-7

InsureTech Providers

Vector-6

Payment Providers

Vector-1

Exchanges & Brokerages

Vector-2

Market Data Providers

Vector-3

FinTech Providers

Judo
Flusing-bank
360-gray
Trov
Xtiva
Gavin Fletcher

Ask for discovery session. Call Gavin.

+44(0)7854979999

Gavin Fletcher

Emerging Technologies Consultant

Trusted by the World’s Best

Success Stories

 

01

A360white - FinTech expertise

R&D Services for Effective Reporting and BI

#Microsoft PowerBI #Azure SQL #FinTech #Texas, US

Client

a360inc, a technology company that provides services to the legal, financial services and mortgage industries.

Solution

The Client needed an R&D team to provide software development, research and development and prototyping services as an exclusive development partner. Our team built business intelligence (BI) solution that aggregates data from disparate systems for effective reporting in order for the Client to track goal fulfillment and use that information to gauge overall organizational productivity After a meticulous POC we also built a dashboard interface for data integration software and renovated the UI of the legacy platform of the Client. By applying BI visuals to unique, organization-specific data sets within their business operations, they can allow users to create intuitive data visuals that are easy to understand and simple to interpret

Results

  • Better ability to act based on the generated by BI solution information
  • Effective product conceptualization
  • Enhanced fulfilment of data-based goals
  • Ongoing support and maintenance after the products are released
04

Unified Salesforce Platform for Business Process Automation

#Salesforce #Heroku #iOS # Investment Management #London, UK

Client

Leading global financial consulting company, one of the largest asset managers as of 2018.

Solution

The CoreValue team built a comprehensive solution to enable managerial staff of the giant financial investment institution to work in sync with all the core data across the whole organization globally. This accelerates the agreements and deals signing as the management can get synchronized metrics from all the departments across the company, track analytics, all in one place. It can also be accessed from the mobile devices.

Results

  • Decreased infrastructure costs by 50%
  • Simplified workflows and internal processes
  • Time efficiency, robust internal interactions

The solution enables all-inclusive business process automation, from meeting planning, automatic notes conversion, to meeting summaries, and opportunities created based on the meetings outcomes.

03

Payment System and BI Reporting Automation

#Swift #SalesForce #YellowFin #Payments #London, UK

Client

Europe’s top payment service, a provider of secure in-app payments: mobile, web payments, virtual terminals and IVR solutions to leading customers globally.

Solution

The CoreValue team integrated Salesforce data and other data sources into the Yellowfin BI analytics platform, so that the client and the partners can get automated reports and consistent controlled organizational understanding of payment workflow on the client’s platform. The CoreValue team also developed and optimized SDK for PHP and IOS, so that the engineers can build software applications targeting their specific platform to allow the customers to save their cards in the mobile app and store the tokenized cards on the backend for future payments.

Results

  • Enablement of the end-to-end solution providing secure and robust payments.
  • Accelerated app building and optimized workflows, faster, easier and more secure payments processes.
  • Enablement of automated analytics and reporting for insights discovery
06

Advanced BI Solution and Tableau-based reporting for actionable insights

#BI #Tableau #InsureTech #New York, US

Client

Global leading on-demand micro-insurance technology company

Solution

Our team developed an advanced BI and reporting solution with complex architecture allowing to operate on all data across focused markets and departments. This enables making faster business decisions, while monitoring growth and sharing pertinent information/stats with the appropriate management groups and partners. In order to build an effective data visualization solution for the client’s team,after a meticulous research and POC, we opted for Tableau BI and analytic software.

Results

  • The users can now easily go through the all-in-one-place reporting environment with advanced filtering, data-rich dashboards to make full use of the information throughout the organization.
  • The solution helps gain actionable insights and understand business performance based on statistical methods and machine learning techniques.