Financial Services and Insurance
Streamline back-office operations for HR and Finance
Leading Boutique Services Partner
Deep experience across the full platform and Accounting Center implementations with a team of experts who drive innovation and efficiencies through Workday, ensuring maximum value for our clients for years to come.
Industry Accelerators
First Workday partner with an FSI industry accelerator on Workday Marketplace
Full Platform Deployments
Get the most out of your Workday investment
Accounting Center Deployments
Move the needle within your Finance functions
Industry Expertise and Perspective
We embed industry-specific insights into every Workday deployment, streamlining processes and aligning with ever-evolving regulatory and statutory requirements. Whether it’s regulatory reporting in banking or a focus on claims, premiums, and agent commissions for insurance, or helping provide billable cost allocation solutions on Workday for Asset Management organizations, we’ve got you covered.
Strategic Partnerships
With extensive experience in consolidating diverse core banking platforms, we align closely with industry-leading Business Intelligence (BI) partners across banking, insurance, and asset management. We prioritize ease of collaboration, offering accessible expertise and seamless integration of third-party solutions that complement Workday effectively.
End-to-End Deployment
Go beyond a mere technology implementation with customized solutions that bridge the gap between HR and Finance. We design and deploy these solutions with the end in mind, focusing on long-term success by addressing complex reporting, compliance, process improvements, and an engaging employee experience to ensure smooth transitions and impactful outcomes.
Learn More About Our Services
Transformation & Change Services
Standalone programs or services integrated into the technology journey
Consulting Services
Consulting to streamline operations and enhance organizational performance
Post Production Services
Flexible and scalable offerings once go‑live is complete
AI, Chatbots & Data Solutions
Enhanced operational efficiency through custom solutions and low‑code tools
Our Banking and Credit Union Accelerator
BankVue, available on Workday Marketplace, provides leading practice Foundation Data Model standards, key Accounting Center use cases, and reporting and analytics that Banks and Credit Unions can leverage on day one. Our accelerator improves deployment quality, time to value, and return on investment.
Proven Impact
VuePoints
Adam Scheidler
With over 12 years of experience in the financial services and insurance industry, Adam specializes in transforming organizations through the strategic implementation of Workday solutions. Adam’s expertise lies in leveraging Workday’s robust platform to drive efficiency, streamline operations, and enhance decision-making processes across the organization.
