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
Commercial and SME banking
Capital markets
Wholesale banking
Life and Non-Life Insurance
Wealth
management
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.
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
FINANCIAL SERVICES
Technology that understands the financial business.
We help transform the banking and insurance sectors through technology solutions that drive more efficient, secure and sustainable business models across the financial industry. Your partner, going beyond technology.
+20 years
Specialised experience in Financial Services
Europe, USA, LATAM
International delivery capability
Specialised teams
Expertise in business, technology and regulation
24/7
Operations and support across key time zones, always available
EXPERIENCE
Results that drive confidence
We work on critical systems and processes where industry expertise, regulatory knowledge and technology are essential.
Core architecture modernisation
We supported a European financial institution in evolving its core platform towards a more open and scalable model.
+40%
operational efficiency
Critical process automation
We implement process management automation solutions for a multinational insurance company.
-30%
processing time
Omnichannel digital transformation for a leading insurer
Digitalisation of all channels, providing access to its full portfolio of life and non-life insurance services, savings and investment products (equities, funds and pension plans), integrating both proprietary and third-party platforms.
+99.9%
availability
OUR COMMITMENT
Technology expertise alone is not enough.
You need to understand the business.
Technology expertise alone is not enough.
You need to understand the business.
We combine deep Financial Services expertise with a people-centred approach to become the strategic partner your business needs.
Genuine
industry expertise
A multidisciplinary team with hands-on experience in banking, insurance, capital markets and asset management.
Regulation embedded
by design
DORA, NIS2, PSD2, AML/KYC, ESG and other regulatory requirements are incorporated from the outset to build secure and widely adopted solutions.
End-to-end
delivery
From strategy to operations, combining business value, technology, regulation and operational excellence.
Global capabilities,
local expertise
Flexible and scalable delivery models with a presence across Europe and Latin America, supported by close relationships with our clients.
Technology that understands your business
Innovation only matters when it solves real-world challenges. Through a boutique approach, we design flexible, secure solutions that are ready for the future of the financial sector.
SECTORS
We understand the business behind the technology.
Tailored solutions designed to address the specific challenges of each segment, delivering measurable impact on efficiency, customer experience and growth.
Retail and Corporate Banking
Digital and operational solutions for a more efficient, customer-centric and segmented banking model.
Commercial Banking & SMEs
We digitalise acquisition, financing and management processes to support business growth and strengthen the SME ecosystem.
Capital Markets
Platform modernisation, advanced analytics and connectivity solutions that increase efficiency, transparency and agility.
Wholesale Banking
Specialised treasury, risk and operations solutions designed for high-volume and complex environments.
Life and Non-Life Insurance
Digital transformation across distribution, product management and customer experience, with a strong focus on efficiency and data.
Wealth Management
Tools that enable more personalised wealth management, more effective advisory services and stronger, longer-lasting client relationships.
OUR EVOLUTION
The challenges redefining Financial Services.
We anticipate change and help you turn it into a competitive advantage through technology, expertise and specialist guidance.
Banking is consolidating around platforms
Core systems, asset management, multicloud environments and open architectures driving greater agility, resilience and new business models.
AI moves from pilot projects to operations
From AI to GenAI, AML, KYC and ESG initiatives becoming key drivers of efficiency through a technical, ethical, secure and regulated approach.
Modernising cybersecurity in financial services
Hybrid and cloud environments require advanced strategies to anticipate threats and comply with DORA and other international regulations.
New data management models
AI is transforming pricing, underwriting, fraud management and claims processing, delivering greater accuracy and operational efficiency.
TECHNOLOGY CAPABILITIES
Technology serving the
financial industry.
A solid and open foundation, with technology that solves, stabilises and scales every sector challenge, both today and for the future.
Cloud & Data
platform
Business Solutions
Data & AI
Cybersecurity
Core &
Infrastructure
Quality
Assurance
ECOSYSTEM
An ecosystem to
accelerate transformation.
We collaborate with leading technology partners to offer robust, scalable solutions tailored to the challenges of the financial sector.
Let's talk about your next challenge
Your business deserves technology that matches its ambitions. Let's discuss how to make it happen.
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