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.
Modernize Banking Operations with Enterprise AI: How BankVue + Workday Drive Compliance, Speed, & ROI
Modern financial institutions are using enterprise AI to cut costs, accelerate decisions, and stay ahead of shifting regulations. In this white paper, explore how BankVue and Workday are transforming operations with tailored, AI powered tools that streamline compliance and unlock real-time insights. Read the whitepaper.
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
Deployment
Build scalable, tailored Workday solutions for lasting impact.
Transformation
Align people processes, and strategy within your Workday journey, or alongside it.
Post Production
Optimize and support your Workday system to grow with your organization.
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.
