Financial Services and Insurance
Simplifying operations for a stronger, more agile financial future
Solving Industry Challenges with Workday
Market uncertainty, evolving customer expectations, and increasing regulatory demands put pressure on financial institutions to modernize. We help banking, insurance, and investment management firms maximize their Workday investment—breaking down silos, streamlining operations, and ensuring compliance in an ever-changing landscape.
Banking
We help banks and credit unions navigate market uncertainty, regulatory pressures, and operational inefficiencies by unifying data, streamlining reporting, and optimizing financial processes with Workday.
Insurance
Our expertise enables insurers to adapt to industry shifts, improve claims and premium management, and enhance compliance—ensuring seamless integration of financial, workforce, and operational data.
Investment Management
We support investment firms in overcoming market pressures and siloed data challenges, providing solutions that enhance portfolio visibility, regulatory reporting, and financial planning in Workday.
Accelerating Workday Success
As the first Workday partner with a Financial Services & Insurance (FSI) industry accelerator on the Workday Marketplace, we deliver tailored solutions that speed up implementation and drive measurable value. Our deep expertise in full-platform and Accounting Center deployments helps financial institutions improve financial reporting, enhance workforce planning, and drive agility—whether through regulatory reporting in banking or premium and claims management in insurance.
Seamless Integrations & Smarter Insights
Breaking down silos is key to success. We collaborate with leading Business Intelligence (BI) partners to unify data, streamline operations, and enhance decision-making. By seamlessly integrating Workday with third-party solutions, we help financial institutions gain deeper insights and unlock new efficiencies.
End-to-End Transformation for Lasting Impact
Workday is more than a technology investment—it’s a business transformation. We tailor deployments to address compliance challenges, process inefficiencies, and complex reporting needs—ensuring a smooth transition and long-term success.
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
BankVue: Accelerate Workday for Banking and Credit Unions
Available on Workday Marketplace, BankVue delivers industry-leading Foundation Data Model standards, key Accounting Center use cases, and built-in reporting and analytics. Designed for banks and credit unions, our accelerator enhances deployment quality, speeds time to value, and maximizes return on investment from day one.
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.
