Digital Transformation Solutions
With emerging technology and evolving customer expectations, companies that employ a digital transformation can drive a more profitable future.
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Financial Services Technology Consulting
Enhance your capabilities and customer experience.
From asset management and insurance to banking and FinTech, the financial services industry is in the midst of a years-long digital revolution that has transformed the delivery of services to retail customers and businesses alike.
New technologies have raised the bar for customer expectations, inspiring companies to seek innovative processes that meet consumer needs and business goals. Financial technology consulting firms such as BDO Digital can help your organization improve customer experience, operational efficiency, process optimization, risk management and cost savings through FinTech solutions.
Are you looking to identify cross-sell opportunities, see new and lost relationships and gain operational support?
Digital Service Trends in FinTech
For FinTech businesses to keep delivering high-quality services to their customers, they need to embrace the flexibility and convenience offered by the latest FinTech solutions.
Trends to start taking advantage of.
Robotic Process Automation (RPA)
RPA allows your company to automate tasks so you can reduce costs, increase efficiency, stay competitive and maintain quality customer service.
Cloud Computing
These services help you enjoy mobility and significant computing power to give customers the accessibility they expect.
Artificial Intelligence (AI)
Artificial intelligence collects, structures and stores information to improve productivity and the customer experience.
Blockchain
An electronic ledger that records transactions and information safely and permanently, a blockchain is one of the easiest ways to protect your business and customers
Our Financial Technology Consulting Capabilities
When you work with BDO Digital, you can trust you will receive the expert advice and guidance your company needs to adjust business models to accommodate the latest technological advances. We offer various digital services and IT consulting to help your organization improve customer experience, drive more revenue and stay competitive.
Cybersecurity Compliance
To maintain your reputation, preserve buyer trust and promote productivity, your company needs to build a comprehensive cybersecurity program.
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Data Analytics Services
BDO Digital's analytics team provides fast, trusted insights to support your everyday business decisions. Give your decisions data-backed confidence.
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Artificial Intelligence Solutions
Our AI services are collaboratively delivered from experts across our Data Analytics, Cybersecurity, Cloud, ERP, CRM and Adoption & Change Management teams.
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Cloud Services
Cloud business models are complex. Explore how BDO Digital's cloud solutions and services can help with cloud migration, governance, and management.
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Client Success Stories
Case Study
Leveraging Data and AI to Personalize Member Experiences for Credit Union
October 2, 2023Case Study
Leveraging Data and AI to Personalize Member Experiences for Credit Union
October 2, 2023With a diverse member base of over 100,000 individuals, the Credit Union recognized the need to leverage data and AI to better understand their members and identify new member segments.
Case Study
Credit Union Modernizes Marketing and Lead Management
August 7, 2023Case Study
Credit Union Modernizes Marketing and Lead Management
August 7, 2023As a company, the client was falling behind in the digital transformation race and its ability to meet the changing needs of customers in the communities it serves.
Case Study
Large Online Learning Resource Creates Seamless Campaign Processes with the Help of BDO Digital
August 2, 2023Case Study
Large Online Learning Resource Creates Seamless Campaign Processes with the Help of BDO Digital
August 2, 2023Before enlisting BDO Digital’s help, campaigns were being sent out multiple times daily, and each send had to be tailored to reflect the affiliates’ distinct branding and messaging.
Case Study
Community Credit Union's Marketing Automation Platform Journey
August 1, 2023Case Study
Community Credit Union's Marketing Automation Platform Journey
August 1, 2023The client wants to add members and achieve higher cross-sell ratios to bolster the credit union's value to its members. Read how BDO Digital helped them do so by implementing a new marketing automation platform.
Case Study
Accounting and Technology Services Firm Cuts Costs, Boosts Productivity
September 29, 2022Case Study
Accounting and Technology Services Firm Cuts Costs, Boosts Productivity
September 29, 2022BDO Digital helped a leading national accounting and technology services firm consolidate and migrate two disparate legacy on-premises Microsoft CRM environments to the cloud.
Case Study
Financial Services Firm Migrates to Microsoft Dynamics 365 in the Cloud
September 29, 2022Case Study
Financial Services Firm Migrates to Microsoft Dynamics 365 in the Cloud
September 29, 2022According to Forrester, migrating on-premises deployments of Dynamics AX to Dynamics 365 in the cloud can help improve productivity of back-office operations staff by 3% and 9%, and an average of 10% across all employees.
Case Study
Indiana Farm Bureau Uses Machine Learning to Enhance CRM with Predictive Lead Scoring
November 13, 2018Case Study
Indiana Farm Bureau Uses Machine Learning to Enhance CRM with Predictive Lead Scoring
November 13, 2018Indiana insurance company chose BDO Digital to help them leverage machine learning to significantly improve lead response in their CRM.
Case Study
Financial Firm Utilizes Tableau to Turn Salesforce Data into Actionable Insights
September 18, 2018Case Study
Financial Firm Utilizes Tableau to Turn Salesforce Data into Actionable Insights
September 18, 2018A Private Equity firm had nine offices in multiple countries, managing billions of dollars of assets.
Case Study
Financial Institution Leverages Sharepoint Online to Improve Collaboration and Communication
July 17, 2018Case Study
Financial Institution Leverages Sharepoint Online to Improve Collaboration and Communication
July 17, 2018A financial institution leveraged BDO Digital's solutions to improve user experience across devices, and enhance information worker productivity and collaboration.
Case Study
Old Second Bank Uses Machine Learning to Predict Customer Behavior & Improve Marketing Effectiveness
March 8, 2018Case Study
Old Second Bank Uses Machine Learning to Predict Customer Behavior & Improve Marketing Effectiveness
March 8, 2018By leveraging the power of Machine Learning, Old Second can analyze trends and identify correlations much faster and more accurately than a human ever could, giving them a significant leg-up up in a rapidly changing business landscape heavily dominated by mega corporate bank
FinTech solutions with BDO Digital.
Whether you are early on in your digital journey or have been investing in new technologies for a decade, BDO Digital can help you maximize your digital strategy to build an industry-leading customer experience and create efficiencies that help you stay one step ahead of the competition.
Visit BDO's Financial Institutions & Specialty Finance industry homepage to learn more about BDO's industry expertise.