Financial Services

Modernization for Financial Services with confidence

We help banks, credit unions, fintechs, and investment firms modernize legacy systems, improve data foundations, and adopt AI responsibly with a compliance-first approach.

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Build the Advantage Modern Financial Institutions Need

Reduce Legacy Burdens

Build a Compliance Edge

Optimize Data Access and Speed

Increase Speed to Market

Eliminate Product Delays

Create Possibilities with AI

In financial services, real progress comes from Human Expertise + Responsible AI. We pair deep industry knowledge with explainable, bias-aware, regulator-ready practices so teams can improve fraud detection, risk modeling, and personalization with confidence. When AI is built on strong data foundations and guided by people who understand the industry, it becomes a tool you can trust.
Explore AI with Confidence

“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 Global Fintech

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

- Top 50 Financial Services Company

Solutions for Financial Services

Evolve with Confidence. Move Faster. Strengthen Compliance.

Data, Analytics & AI

Turn messy or unstructured data into a trusted asset. We build reliable foundations leaders rely on, regulators trust, and teams can access without friction.

  • Organize messy and unstructured data into trusted, usable sources
  • Governance for accurate, auditable reporting
  • Unified systems for real-time visibility
  • Dashboards for clear executive insights
  • Responsible AI that improves fraud detection, strengthens risk modeling, and enhances customer experinece
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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 help make customer touchpoints more consistent, compliant-aligned, 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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Platforms We Integrate, Build On, and Support

Our Process: Transformation Without the Risk

Because transformation isn’t just technical. It is human.
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 → Keep Progress Going
We stay engaged after delivery with governance, support, and guidance that keep your systems aligned, resilient, and ready for what’s next.
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Why SingleStone?

Change 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, fintechs, 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 built with regulatory expectations in mind.
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Dynamics Migration for Banking
28
+

Years Serving Enterprise Clients

2089
+

Projects Delivered

100
+

Major Modernization Initiatives

200
+

Clients Served

Case Studies

Software
Person wearing glasses working on a laptop with code displayed on the screen, alongside two large monitors showing code and a flowchart on paper.

Design Helps Grow and Scale a Human-Centered Product

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Data & AI
Person interacting with a tablet displaying financial charts and graphs on a wooden table with a plant and mug in the background.

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

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FAQs

Will modernization disrupt our core banking systems?

We take an incremental approach designed to minimize disruption. By replacing systems in stages and proving value early, teams can continue operating while the transition moves forward.

How do you keep financial institutions compliant during transformation?

We build compliance into every step. Our solutions support auditability, align with financial regulations, and incorporate security standards such as SOC 2 and ISO 27001. We also consider consumer compliance needs, including fair lending, privacy, and other regulatory expectations.

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 support AI use cases such as fraud detection and risk modeling, guided by strong governance, transparency, and explainability that aligns with regulatory expectations.

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

Let’s Build the Future of Financial Services Together

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

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