--- title: "Financial Services Software and Data Platforms | Smart Data" url: https://www.smartdata.net/industries/banking-financial-services description: "Data platform modernization, regulatory reporting and managed application support for banks and financial services firms, from DB2 and mainframe to Snowflake." source: "Smart Data (smartdata.net). Markdown copy of the page; the HTML page is canonical." --- Financial services # Data platforms and managed support for 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 - AWS - Snowflake - dbt 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. - Sage ERP [Managed servicesManaged services for the payments-to-ERP integrations behind Nuvei’s platformNuvei’s clients get a dedic](https://www.smartdata.net/case-studies/managed-services-nuvei-payments-erp) ## Who we work with in financial services 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 ## Governed data and dependable systems for financial services Financial data has to reconcile, survive an audit and keep reporting running while the platform underneath it changes. 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. - Legacy warehouse and mainframe migrations, including DB2, DataStage, SQL Server and Oracle estates Typical work - Databricks Reporting and controls ### 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. - Pipelines with change management, lineage and access logs - Audit evidence generated from platform metadata - Access reviews and logging for compliance reporting Financial analytics ### Financial analytics and dashboards Reporting and dashboards built on governed data, so finance, risk and operations teams read each metric from one governed definition. - Power BI and analytics on Microsoft Fabric - Forecasting and performance dashboards - One governed definition for every metric - Power BI - Microsoft Fabric Managed support ### 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. - Sage 100, Sage Intacct and other ERP integration support - Root-cause analysis and fixes documented so issues do not return - Monitoring and P1 to P4 response times AI on governed data ### AI on governed financial data We start with data quality and governance before any automation reaches customers or regulators. - AI readiness reviews that map data quality, governance and integration gaps - Answers from financial data that come with the query behind them, so they can be checked before anyone acts How we deliver ## Pick the model that fits the program ### Support for the systems your business runs on Monitoring, fixes, updates and enhancements on a monthly plan, with response times set by priority from P1 to P4. - Applications, data pipelines and backend processes, legacy systems included - Structured monthly support with clear deliverables - Includes monitoring, bug fixes and performance updates ### We own the project from discovery to launch We lead discovery, design, build and launch, with a written scope and milestones you review along the way. - Ideal for full builds, integrations and migrations - Managed by Smart Data from planning through launch - Your team reviews milestones and makes the decisions ### Engineers who join your team and follow your lead You manage the work, and we provide the people. Our engineers work inside your team and your process. - Developers, data engineers, analysts and architects, screened by our technical team - Flexible team size based on your current needs - Available from our onshore, offshore or hybrid teams ### Help hiring permanent technical staff We help you find and hire technical professionals who match your needs. You choose whether to hire directly or start with a contract engagement. - Includes technical screening and cultural alignment - Contract-to-hire lets you see the work before you commit - Options for contract-to-hire or direct placement Step 1 ### Find the right fit A scoped project, engineers added to your team or a direct hire. We help you decide. Step 2 ### Assemble the team Onshore, offshore or a mix, matched to your timeline, stack and budget. Step 3 ### Start inside your systems We work within your environments, your review process and your compliance rules. Step 4 ### Deliver and adjust Regular demos and check-ins, with room to change course when the program changes. Case studies ## More finance and ERP work ### Faster approvals and stronger audit trails with SAP Fiori 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. - SAP Integration [Faster approvals and stronger audit trails with SAP Fiori](https://www.smartdata.net/case-studies/financial-workflows-on-sap-fiori-case-study) ### Repeatable data migration tools for a complex ERP transition 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. [Repeatable data migration tools for a complex ERP transition](https://www.smartdata.net/case-studies/cnc-erp-migration) Industries ## Other industries we work in ### Healthcare Patient, pharmacy and clinical data systems held to HIPAA, including where AI is allowed to touch them. - Medicaid programs - Pharmacy services - Clinical documentation [Healthcare](https://www.smartdata.net/industries/healthcare) ### Manufacturing and industrial ERP, shop-floor and supplier data on one platform, so plant reporting and finance reporting reconcile. - SAP and ERP reporting - Shop-floor integration - Supplier portals [Manufacturing and industrial](https://www.smartdata.net/industries/manufacturing) ### Retail and distribution Order, inventory, credit and customer data connected across portals, branches and the platforms behind them. - Vendor and customer portals - Order and credit systems - Data platforms [Retail and distribution](https://www.smartdata.net/industries/retail) ### Insurance Claims, member and policy systems for health plans and insurers. - Health plans - Claims data - Member apps [Insurance](https://www.smartdata.net/industries/insurance) Taste of IT · November 18 ## Meet us at Taste of IT 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 ## Bring us the platform or the reporting that needs to change Tell us what runs today and what the regulators and the business expect from it. Here is what happens after you reach out. ### A short call about your systems and reporting What runs today, which regulators and reports it answers to and what is driving the timing. ### An engineer looks at what’s running Scope comes from your systems as they are, before anything is priced. ### You get a written proposal Covering scope, team, approach and price. [info@smartdata.net](mailto:info@smartdata.net)[(937) 886-9166](tel:+19378869166)