Financial Services
Industry Expertise
At Ateko, we support Financial Services providers across the Banking, Wealth & Asset Management, Capital Markets, and Insurance, and FinTech.
Our deep understanding of financial operations, regulations and compliance requirements, help your organization unlock the value of the ServiceNow, Salesforce, and Cloud ecosystems, all while navigating the complex regulatory and security frameworks that are a key part of your industry.
We have a proven track record of delivering large-scale digital transformation at financial institutions, driving efficiency, cost savings, and a faster time-to-value.
Banking
With a roster of clients that include some of the largest financial services providers in North America, we are experienced with handling the complex needs and security requirements in the banking industry. We help banks provide frictionless customer experiences by enhancing their customer acquisition, onboarding, and services across front, middle, and back offices.
Wealth & Asset Management
Our understanding of the intricacies of Wealth & Asset Management and the complex relationships that take years to build make Ateko uniquely qualified to assist you in using the powerful tools available in ServiceNow and Salesforce. We can help you automate and orchestrate work to provide personalized outreach to clients at the exact right moment, and notify your team on new insights the minute they are available.
Insurance
Insurance companies are looking for efficiency gains and cost savings by streamlining and automating claims, servicing, and underwriting processes. We have extensive experience leveraging ServiceNow, Salesforce, and Cloud solutions to help insurance companies achieve their transformation objectives, while adapting to changes in their business (ie. integrating technologies from acquisitions), reducing risk of business disruptions, and keeping their customer data secure. Whether your organization is looking to transition from proprietary legacy solutions or get the most out of your existing platforms, Ateko can help.
FinTech
While Ateko typically caters to large financial institutions, we also hold significant expertise in building out the Revenue Operations infrastructure that helps SaaS companies in Fintech scale.
From Series C to post-IPO, we have the industry knowledge and the hands-on experience to help your organization thrive.
ServiceNow for Financial Services
At Ateko, we specialize in leveraging ServiceNow’s powerful platform to transform financial services operations. Our team of certified experts brings years of industry-specific experience to implement tailored ServiceNow solutions that address the unique challenges faced by banks, insurance companies, and investment firms.
We deliver end-to-end ServiceNow implementations that streamline workflows, enhance compliance capabilities, and improve customer service experiences across all financial touchpoints. From customer acquisition, to onboarding and servicing, our ServiceNow solutions help financial institutions expand their customer relationships while reducing costs, mitigating risks, and accelerating their digital transformation.
Salesforce for Financial Services
Ateko provides comprehensive Salesforce solutions designed specifically for the financial services industry. Our Salesforce practice combines deep financial domain knowledge with technical expertise to create powerful, compliant, and user-friendly customer relationship management systems.
We help financial institutions harness the full potential of Salesforce Financial Services Cloud to build stronger client relationships, streamline onboarding processes, and deliver personalized financial advice at scale. Our solutions enable wealth managers, retail bankers, and insurance professionals to gain a 360-degree view of their customers, identify cross-selling opportunities, and ensure regulatory compliance while providing exceptional service across all channels.
“Ateko is an essential partner for us, helping us modernize our IT service management and operations processes with ServiceNow, while seamlessly integrating several critical systems. Thanks to Ateko, we are improving our operational efficiency, which contributes to enhanced user satisfaction and better service. Their collaboration and determination have been exemplary, and this success is a testament to their talent and team spirit!”
Ateko’s Commitment to Security
Ateko is fully SOC 2 Type II audited and compliant. This means that we maintain the highest level of security to ensure sensitive information is handled safely and responsibly.
For organizations in the Financial Services industry this is a key consideration. Our SOC 2 Type II compliance ensures that we are managing data correctly in the five trust services categories: security, availability, processing integrity, confidentiality, and privacy.
Get the most out of your platforms
Transform your Financial Services Organization
We understand the challenges in your industry and helps clients achieve business objectives through our holistic people, processes and technology approach.
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