Financial Services, Banking, & Insurance

Solutions

Revolutionize customer engagement,

risk management, and digital operations.

Finance is no longer transactional—it’s a real-time, intelligent ecosystem where every customer interaction is an opportunity for hyper-personalized value, operational efficiency, and new revenue streams.

Growth partner to the world’s leading brands

An intelligent ecosystem powering real-time, personalized value.

Elevating Finance

Hyper-personalization through AI and machine learning can deliver an 8x return on marketing investment and boost sales by 10% or more.

Anaptyss logo

Beyond Transactions

Automation, AI, and blockchain are already delivering cost reductions of 20 – 40% for leading financial institutions

Gartner logo

Turning transactions into transformation—connecting every moment along the way.

Core Banking Platforms

Our solutions enable real-time operations, regulatory compliance, and seamless integration.

Core banking platform automation can lower manual processing errors by 70%.

Customer Care Platforms

Digital solutions designed to support and enhance customer service across multiple channels.

Financial institutions using customer care platforms see a 10–15% increase in customer retention rates.

Wealth & Investment Management Platforms

Digital systems that help organizations and advisors manage client portfolios, investments, and financial planning.

80% of wealth management clients report greater satisfaction and engagement.

Risk, Compliance & Fraud Management

Designed to help organizations monitor and prevent financial risks and fraudulent activities.

Organizations that implement advanced fraud detection technology have reduced fraudulent transaction losses by up to 50%.

Mobile Banking Apps for Wallets & Payments

Enable users to manage accounts, transfer funds, pay bills, and make purchases directly from their smartphones or tablets.

Financial institutions offering robust mobile apps see a 60% increase in monthly active users.

Credit Score Alternatives

Non-traditional data sources and advanced analytics to assess an individual’s creditworthiness.

Financial institutions leveraging AI-powered alternative scoring saw a 30% reduction in default rates for new-to-credit borrowers.

Open Banking/API Infrastructure

Platforms that allow secure, standardized data sharing and integration between third-party providers.

APIs reduce integration time for new services by up to 50%, accelerating innovation and time-to-market.

Ready to scale? Our industry experts are here to help.

Felipe Amorin, Strategic Engagements Partner at Monks Technology Services

Felipe Amorin

Strategic Engagements Partner
Alex Puzeno, Strategic Engagements Partner at Monks Technology Services

Alex Puzeno

Strategic Engagements Partner

Case Studies

Products & methodologies that cut implementation time from months-to-weeks

Dev² brings the power of AI to your engineering teams.

Monks.Flow with agentic solutions from start to finish.

How can we
help you innovate?