Financial services
Bank data moved off legacy warehouses and mainframe sources, reporting that holds up to an audit and managed support for the financial systems the business runs on.
Data platform modernization
Engineering data pipelines and dbt transformations inside a top-tier US bank’s platform modernization
Managed services
Managed services for the payments-to-ERP integrations behind Nuvei’s platform
Nuvei’s clients get a dedicated managed services team at the payments-to-ERP integration layer, covering Sage 100, Sage Intacct and more ERPs on the roadmap.
Banks
Warehouse and pipeline modernization off DB2, DataStage and mainframe sources, onto a cloud data platform with tested transformations.
Fintech platforms
Managed ERP integration support for the platforms behind your finance systems.
Mortgage, lending and receivables
Application, data and quality engineering for firms that service loans and manage receivables.
Finance teams inside the enterprise
Approval workflows, audit trails and financial reporting on SAP and other ERPs.
What we build
Financial data has to reconcile, survive an audit and keep reporting running while the platform underneath it changes.
Data platform modernization
We assess the warehouse and the jobs that feed it, design the target platform and migrate workloads in stages, so production reporting keeps running throughout. When a bank moved off DB2, DataStage and mainframe sources onto Snowflake, our engineers built pipelines and rebuilt transformations as tested dbt models.
Regulatory reporting and controls
We build controls into the data platform itself, so audit evidence comes from how the platform runs rather than from a quarterly scramble.
Financial analytics and dashboards
Reporting and dashboards built on governed data, so finance, risk and operations teams read each metric from one governed definition.
Managed application and ERP support
A dedicated managed services line for the financial systems and integrations the business depends on, with root-cause engineering rather than ticket triage.
AI on governed financial data
We start with data quality and governance before any automation reaches customers or regulators.
How we deliver
Monitoring, fixes, updates and enhancements on a monthly plan, with response times set by priority from P1 to P4.
Step 1
A scoped project, engineers added to your team or a direct hire. We help you decide.
Step 2
Onshore, offshore or a mix, matched to your timeline, stack and budget.
Step 3
We work within your environments, your review process and your compliance rules.
Step 4
Regular demos and check-ins, with room to change course when the program changes.
Case studies
Finance workflows
CAPEX approvals and rebate settlements for Carlisle Construction Materials moved into one set of SAP Fiori apps, with Excel import, rule-based routing, SSO and role-based dashboards. SAP stays the system of record.
Manufacturing
Three ERPs (IFS, Sage and E2) consolidated into NetSuite and synced with HubSpot, using repeatable cleansing and migration tools built for the client’s data team.
Industries
Patient, pharmacy and clinical data systems held to HIPAA, including where AI is allowed to touch them.
Clients include
ERP, shop-floor and supplier data on one platform, so plant reporting and finance reporting reconcile.
Clients include
Order, inventory, credit and customer data connected across portals, branches and the platforms behind them.
Clients include
Claims, member and policy systems for health plans and insurers.
Clients include
Taste of IT · November 18
Chris St. Amand and Chad Puterbaugh on “Wrangling Your Data with the Medallion Architecture.” Bronze keeps every source raw, Silver builds trust and Gold feeds dashboards, analysts and AI, on Fabric, Databricks or Snowflake. Prizes in bronze, silver and gold.
30 days away
Next step
One call about your systems and what needs to change. You get a written proposal if the work fits.
Next step
Tell us what runs today and what the regulators and the business expect from it. Here is what happens after you reach out.
What runs today, which regulators and reports it answers to and what is driving the timing.
Scope comes from your systems as they are, before anything is priced.
Covering scope, team, approach and price.
AWS
Snowflake
dbt
Sage ERP
Databricks
Snowflake
dbt
SAP Integration