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
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