Provocative Business and Data Consulting Solutions

Financial Services

After a significant transformation, the financial services industry is facing a broad range of challenges and an ever-evolving customer base. At NEOS, we have many employees who have spent part of their careers within the industry, giving us the insider experience to know that data, technology, and business processes must work collaboratively within an organization in order to overcome these challenges. For clients in the financial services, we utilize our expertise in data and our hands-on business experience to achieve business-technology collaboration across the enterprise, whether by rationalizing your applications or modeling your processes.

Highlighted Areas of Expertise

Financial Ratings

Learn more about NEOS′ EIM Maturity assessment of major financial services firms′ Enterprise Information Management capabilities and overall process execution. Our work addresses the most important aspect of management; the processes and people needed to do the job.

Data Consolidation and Integration

Learn how NEOS created an integrated and consolidated customer resource management database that supports global sales and customer service. Consistency across enterprise information helps to mitigate risk and streamline sales management and execution.

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