Financial Services

Izertis, your technology partner specialising in IT consulting for the financial sector.

At Izertis, we support financial institutions and insurance companies in their digital transformation projects with a comprehensive proposal that combines consulting, regulation, innovation, and high-impact execution.

Exclusive industry specialisation

Through our knowledge, we work closely with clients to deliver value, efficiency, and competitiveness.

Integrated Regulatory Compliance

We add value by ensuring regulatory compliance, reducing risks and delivering security and adaptability to constant regulatory change.

Optimised Time to Value

We understand the “Time to Market” required in the financial sector, applying agile methodologies and frameworks that enhance precision and focus on achieving results.

End-to-End Services

Based on our knowledge and experience, we deliver end-to-end value from strategy, design, development, QA processes, integration, managed operations, and process and business line transformation.

Proven track record

Consulting and operations team

With more than 10 years of experience in management, definition and development of projects in the financial sector

Proven methodology

All types of Banking and Insurance entities

Solution integration and implementations

Multiple implementations across financial and insurance entities in Europe and the USA

Solution development

Development of benchmark solutions for leading financial institutions, executing from design and requirements gathering to development, QA processes, integration, and production deployment.

Differential Approach

Exclusive sector specialisation

Although we collaborate transversally with other Izertis specialist areas, Financial Tech Solutions has its own operations team exclusively focused on banking and insurance. This enables us to deliver end-to-end services with genuine sector specialisation.

Regulatory knowledge as differentiation

Regulation is not a barrier – understanding it allows us to deliver value from the design phase, mitigating risk and accelerating project launch.

Execution capability

We have multidisciplinary teams that provide added value for our clients by being able to release or develop critical projects.

Four Strategic pillars

Result-oriented specialist consulting

Deep product, business and customer knowledge

Technology strategy

CIO office

Project Management

Regulatory roadmaps

Expertise in DORA, NIS2, ESG-finance, payments, AML/KYC

Comprehensive project management

Advanced technology architecture

Digital onboarding and embedded finance

Hybrid and cloud-native architectures

Specialised middleware and front-end solutions

Scalable, future-oriented solutions

Experience in the implementation and transformation of banking and insurance cores

Analytics and AI applied to business and risk

We apply intelligent models to our developments and implementations

Intelligent automation of critical processes

Real-time financial service personalisation

Global managed operation

Nearshore and offshore coverage for scalability

Specialised 24/7 centres with ensured continuity

Operation of core platforms and critical systems

Efficiency and operational cost reduction

Sectors of specialisation

Retail and corporate banking

With the aim of personalising each customer's user experience
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Commercial and SME banking

We work alongside financial institutions to develop and implement competitive and differentiating solutions for their clients
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Capital markets

Experts in capital markets, investment products (funds, pension plans), digital assets


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Wholesale banking

Specialised services for custodians, central securities depositories, stock exchanges, fund managers, and financial asset distribution platforms.
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Life and Non-Life Insurance

We digitise distribution channels by modernising underwriting processes, claims management, and policyholder experience with AI and intelligent automation.
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Wealth
management

We develop or implement advanced platforms for asset management, robo-advisors and digital wealth management services.
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Technological capabilities

Consulting

We are a technology consulting firm. We combine functional expertise, innovation and 360º to drive digital transformation, optimise processes and enhance the customer experience.

Software engineering

Our team has designed and deployed core, middleware and front solutions for multiple sectors. That expertise in modular architectures, open APIs, and hybrid environments is key to strengthening our specialised finance offering.

Data Artificial Intelligence

More than ten years developing Data and AI solutions for public and private organisations. All that expertise in advanced analytics, predictive modeling, and intelligent automation is now integrated into Financial Tech Solutions.

Cybersecurity

Comprehensive protection through strategies aligned with financial sector regulations (DORA, NIS2) and AI-based security capabilities.

Cloud & Infrastructure

Strategic multi-vendor migration, intelligent operations, and cloud-native architectures designed for financial regulatory compliance.

Quality Assurance

Our QA team ensures the quality of critical solutions using advanced automation, functional, and performance testing methodologies, guaranteeing reliability and security in every implementation.

Specialised
services

Regulatory compliance

DORA (Digital Operational Resilience) - Full Implementation / DSD2

NIS2 (Network Security Directive) - Adaptation and compliance

ESG-finance - Integration of sustainability criteria

AML/KYC, PSD2, ISO/IEC 42001 for the ethical use of AI

Consulting and fintech

CIO offices

PMO

Technical-functional analysts

Core banking modernisation

Migration from legacy systems to modular architectures

Implementation of cloud-native banking cores

Open APIs for integrated financial ecosystems

Operational risk reduction and efficiency increase

Project management

Executive dashboards and automated reporting

Stress testing and real-time simulations

Predictive models for different types of risk

Cloud processes

AI and Financial Automation

Automating critical back-office processes

Specialised chatbots and virtual assistants

AI agents