We bring clarity, ownership and momentum to complex transformation.
Turning
complexity
into action.
The facts
Measured in numbers, proven through delivery
projects delivered across financial services clients.
years of hands-on transformation experience
Real challenges. Lasting impact.
We work alongside our clients as partners, not just advisors, solving complex challenges and turning ambitious ideas into measurable, lasting outcomes. See what that looks like in practice.
Clients
Case study
01
Salesforce in Banking
Launched fast, close to standard, built to scale.
A wealth manager moved from outsourced core banking to its own booking center and needed a new Client Lifecycle Management platform, aligned to Salesforce standard, with no Salesforce-Avaloq integration pattern to build on. We embedded in our client’s team and delivered a fully integrated CLM platform for the first business unit in 9 months and trained the teams to run and evolve it. Built to fit other jurisdictions from the start, the platform then scaled to further business units.
Key Numbers
months to go-live
business processes
custom objects – high degree of standardisation
Case study
02
AI supported KYC Engine
Leaner process, faster turnaround, higher quality.
Onboarding and KYC, including source of wealth verification, have grown more complex across client types and asset classes, as regulators demand more transparency and traceability while client data keeps growing. We help clients redesign their client lifecycle and deliver a solution that integrates with their existing environment, avoiding a rip and replace transformation.
Key Numbers
RM efficiency gain
More efficient communication between RM and compliance
of client data reviewed
Case study
03
Case Study title
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Key Numbers
Challenges
Most organisations don’t struggle to define change. They struggle to deliver it.
Execution
stalls
Strategy exists, but delivery lags behind.
Ownership
fades
Competing interests blur the lines of accountability.
Business and IT
don't connect
Experts are in place, but the gap between functions stays open.
Pressure keeps
building
Deadlines are fixed. Complexity isn't.
“Finalix integrated seamlessly into our team and drove delivery when it mattered most.”
"Nine years at finalix, never bored: still learning, still driven, still surrounded by people who genuinely care."
“Coming from a technical background, the Academy was my gateway into the world of business transformation.”
“Companies evolve. Technologies change. But how you treat people and how you deliver your work should remain constant.”
“Our ambition was never to grow for the sake of growth. It was to build a company we'd be proud to work for.”
Feature news
Title copy of the page over whatever how many lines
- Innovation
- Collaboration
- Strategy
- Communication
- Quality