Modernization for Financial Services without the risk

At SingleStone, we help banks, credit unions, and investment firms modernize legacy systems, unify data, and adopt AI responsibly — so you can stay compliant, reduce risk, and earn lasting customer trust.

Let's TalkFree Compliance Ready Playbook

Become the Market Leader Others Follow

Modernization Risk → Safer Paths Forward

Regulatory Burden → Compliance Confidence

Data Integrity →
Unified Truth

Speed to Market → Agility That Lasts

Customer Trust → Seamless Experiences

Create Possibilities with AI

We help financial institutions adopt AI responsibly — explainable, bias-aware, and regulator-ready. From fraud detection to risk modeling and personalization, SingleStone turns AI into a growth engine built on trust.
Explore AI with Confidence

Our Capabilities

Your trusted partner in financial technology consulting.

Data, Analytics & AI

Turn data into a trusted asset. We build foundations leaders can act on and regulators can trust.

  • Governance for accurate, auditable reporting
  • Unified systems for real-time visibility
  • Dashboards for clear executive insights
  • Responsible AI for fraud, risk, and personalization
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Architecture Modernization

Escape legacy systems without disruption. We modernize step by step, reducing risk while building scalable, secure foundations.

  • Cloud adoption for agility and resilience
  • Replatforming to cut costs and improve reliability
  • APIs for faster integration with partners
  • Business-aligned design to simplify complexity
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Customer Platforms

Strengthen customer trust. We make every touchpoint consistent, compliant, and seamless.

  • CRM that delivers a unified customer view
  • Content systems that speak with one voice
  • Communications that are clear, modern, and compliant
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Software Development

Build what the market demands. Our teams deliver secure, intuitive digital products — faster.

  • Custom apps tailored to business and compliance needs
  • User-friendly experiences that boost adoption
  • Agile delivery that shows value quickly
  • Secure replacements for outdated tools
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Our Process: Modernization Without the Risk

Modernization isn’t just about systems. It's about the people who rely on them every day.
1
Assess → Listen First
We begin with people: leaders, teams, and customers. By understanding their needs, we uncover what’s slowing progress and chart a clear path forward.
2
Modernize → Build with Care
No big-bang upheaval. We modernize in steps, balancing compliance and stability with solutions people actually embrace.
3
Scale → Empower Growth
Once the foundations are strong, we scale across systems and teams — creating technology that speeds decisions and makes work easier for the humans behind it.
4
Sustain → Trust That Lasts
We don’t disappear after delivery. Governance and support keep your systems compliant, resilient, and ready for the future.
Let's Talk
Dynamics Implementation Banking

Why SingleStone?

Modernization is hard enough without one-size-fits-all vendors or costly, all-at-once overhauls that rarely deliver. At SingleStone, we combine deep technical expertise with a humanity-first approach.
Head + Heart: Rigorous engineering balanced with empathy for the people who rely on financial systems every day
Deep Domain Expertise: Decades guiding banks, credit unions, and investment firms through core system modernization, compliance, and data complexity.
Transparent + Collaborative: We work beside your teams, building trust and clarity at every step
AI with Confidence: Not just AI delivery, but AI that is explainable, bias-aware, and regulator-ready
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Dynamics Migration for Banking
25
+

years serving financial institutions

100
+

successful modernization projects delivered

30
%

average compliance cost savings achieved

100
+

90-day pilot programs that prove value early

“The approach you developed was what we needed— we’re using the same approach across other areas of our business now.”

- Fortune 200 Company

“The data solution that SingleStone created for us was life-changing!I no longer have to wait in line for months for my data request to be prioritized. We can get what we need immediately.”

- Series C Fintech

“This team has proven time after time that they can make our CustomerManagement processes more efficient and robust; ensuring our future vision is met.”

- Financial Services Company

Case Studies

Software

Design Helps Grow and Scale a Human-Centered Product

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Data & AI

Financial Industry Frontrunner Invests in Data Transparency

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Software
Microsoft vs Salesforce

Expanded Customer Lifecycle and Reduced Delivery Time From Months to Minutes

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Arch Modernization
Top Finance CRMs

Efficient and Scalable Data Governance and Architecture at a Fortune 100 Company

Read More

FAQs

Will modernization disrupt our core banking systems?

No. We take an incremental approach to financial services modernization — replacing outdated systems in stages, reducing disruption while proving value early.

How do you keep financial institutions compliant during transformation?

Compliance is built in from the start. Our solutions embed auditability, align with financial regulations, and meet security standards like SOC 2 and ISO 27001.

How do you ensure ROI on modernization projects?

We avoid costly, all-at-once transformations. Instead, we deliver measurable outcomes in 90-day increments, reducing risk and showing clear returns at every step.

Can financial services adopt AI safely and responsibly?

Yes. We enable AI use cases like fraud detection, risk modeling, and customer personalization — all with governance, transparency, and regulator-ready explainability.

What makes SingleStone different from other consulting firms?

Unlike big-box vendors, we combine deep domain expertise in financial services with a humanity-first approach. Our clients get both rigorous engineering and empathetic partnership.

Can we start small before committing to a full program?

Absolutely. Many clients begin with pilots or targeted engagements to build confidence before scaling across the enterprise.

More questions? Get in touch

Ready to modernize without the risk?

We help financial institutions move forward with confidence — balancing compliance, technology, and the people who rely on both.

Let's TalkFree Compliance Ready Playbook