Financial Industry

Streamline Operations & Enhance your Security

As an IT leader in the financial sector, optimizing operations and safeguarding sensitive data are top priorities. Convverge offers cutting-edge financial data and analysis solutions that provide real-time insights for strategic decision-making.

Technology is transforming the financial landscape through fintech, data tools, AI, and automation enhancing efficiency in areas like underwriting and claims processing. Convverge connects you to these opportunities with digital transformation and ongoing IT support, utilizing key technologies like Microsoft Azure, Microsoft 365, and CRM systems. This leads to streamlined systems, reduced costs, and improved user experiences, keeping your clients satisfied and your company competitive.

Our Microsoft-powered solutions enable effortless data access and evaluation, emerging market trend identification, and competitive advantage. Join financial industry leaders who trust Convverge to achieve their goals.

In accounting services, protecting client data and managing cyber risks are vital. Convverge, with a decade of experience, bridges the gap between strategy and execution for your organization's IT challenges and long-term goals.

Microsoft Gold Partner delivering Azure, Power BI, Power Automate, Power Apps, SharePoint, Teams, Dynamics and more.

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Case Study: Data Strategy and Roadmap for Regulatory Body

Objectives included uncovering the technology required to support the data strategy, detail the roadmap required to get there, describe any organizational changes required to maximize the value uncovered by the data, and establish a timeline and estimated budget for completing the roadmap activities.

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Headline Creation

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User Experience

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Custom Financial Dashboards and Reporting with Power BI

Combining the data analysis capabilities of Microsoft Power BI with the expertise of skilled data analysts, financial businesses can create tailored financial dashboards and reports. These custom solutions provide real-time insights into company performance, market trends, and customer behavior, enabling informed decision-making.

Development

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Production

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Branding

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Web Design

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Photography

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- - Custom Financial Dashboards and Reporting with Power BI: Combining the data analysis capabilities of Microsoft Power BI with the expertise of skilled data analysts, financial businesses can create tailored financial dashboards and reports. These custom solutions provide real-time insights into company performance, market trends, and customer behavior, enabling informed decision-making.
  - Dynamics 365 Customization and Integration: Skilled professionals help financial businesses customize and integrate Dynamics 365 modules, such as Finance, Sales, and Supply Chain Management, with existing systems to create seamless workflows. This tailored solution streamlines processes, improves efficiency, and enhances customer experiences.
  - Advanced Security and Compliance Solutions using Azure: Leveraging Microsoft Azure's security features and the expertise of cybersecurity professionals, financial businesses can implement custom security solutions. These solutions may include multi-factor authentication, data encryption, and advanced threat protection to safeguard sensitive data and meet regulatory compliance requirements.
  - Custom Workflow Automation with Power Automate: Combining Microsoft Power Automate with the expertise of skilled IT professionals, financial businesses can develop custom automated workflows across various applications and services. These tailored solutions help automate repetitive tasks, increase efficiency, and reduce manual labor and human error.
  - SharePoint Intranet Portal Development: With the assistance of SharePoint experts, financial businesses can design and implement custom intranet portals using Microsoft SharePoint. These portals can centralize data, documents, and communication, facilitating collaboration and knowledge-sharing among employees while maintaining a high level of security and compliance.

WHAT CLIENTS SAY?

KIND WORDS FROM MY LOVELY CLIENTS

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— KELLY MURRY

ACME Inc.

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— JEREMY LARSON

ACME Inc.

"Fermentum habitasse tempor sit et rhoncus, a morbi ultrices!"

— ERIC HART

ACME Inc.

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