Financial Services

Featured Case Studies

IT Controls and Methodology Mentoring

CapTech provided IT project management, requirements analysis, systems development, and systems testing expertise to design and implement a mentoring program based on industry best-practices…

Human Capital Management

CapTech consultants with organization development, workforce management, and project management expertise developed and implemented an enterprise Strategic Workforce Planning program based on industry best-practices… 

Quality Assurance

CapTech consultants provided an automated testing strategy and process methodology for the release of three new e-Business financial applications…

Integrated Test Management and Quality Services

CapTech Consultants utilized the CapTech Way Methodology, offshoring experience, and Complex Integration Testing experience to implement an integrated Quality assurance solution for the rollout of a web-based Mortgage Application Point of Sale (POS) system…

Program and Project Management for Bank Conversion

Utilizing tenets of the CapTech Way Methodology, CapTech established a Program Management Office (PMO) responsible for managing the delivery of Program workstreams responsible for the integration of an acquired bank into existing system / operations infrastructure…

CapTech has extensive experience providing a wide range of IT consulting services to the financial services industry. CapTech consultants possess deep skill sets and many years of experience in the financial services industry. Extensive financial industry experience coupled with strong technical backgrounds allows our consultants to provide proven solutions for our clients. Our consultants successfully deploy mission critical solutions for clients in business areas such as: automated underwriting, real-time credit decisioning, account generation and booking, web credit re-engineering and testing and fraud control.

Based upon our vast experience in the Financial Services industry we have developed significant expertise and familiarity with a variety of vendors and service bureaus including: Shaw Systems, Metavante, Fiserve, Checkfree and Corillian to name just a few.

Strategy

CapTech leverages its deep financial services experience to help clients develop effective strategies and create detailed business plans for new products and service offerings.

Credit Decisioning

CapTech provides superior Credit Decisioning solutions for our clients by thoroughly defining the operational and functional requirements needed to decrease time to market.

Web Banking

CapTech helps financial services clients select and implement web solutions for both account acquisition and customer self service. We have implemented solutions for retail banking, credit cards, and a variety of loan products.

Data Warehousing

CapTech offers its clients an extensive history of designing, building, and deploying enterprise data warehouses and functional data marts that integrate data from across the organization to develop a complete view of activity throughout the enterprise.

Security & Audit Control

CapTech helps clients develop and implement security and control frameworks to help them manage risk. We help clients determine what is appropriate given their line of business, regulatory profile and risk tolerance. CapTech can also audit existing frameworks to ensure they are compliant with various guidelines (e.g. FIFEEC, SarBox, etc.).

System Integration/Data Migration

CapTech consultants address systems migration from an Enterprise view, accounting for every aspect of the system to ensure smooth transfers.