A suite of advisory and execution services for the financial services industry.

An increasingly competitive landscape and globalization require leaders to sharpen the efficiency of core functions and respond to change quickly. Innovative strategies, optimized operations, and digitalization of front-to-back office are at the heart of standing apart.

Financial Industry Challenges

How well are you taking advantage of emerging technologies to drive real business value? How effectively are you gleaning insights from your customer data? How can you leverage regulatory compliance as an opportunity to evolve your operations and gain a competitive edge? Your responses to these challenges must evolve into a blueprint for action in order to win in today’s market.

How NEOS Helps

With decades of industry experience, NEOS advises on, designs, and delivers bespoke strategies and solutions to transform operational, regulatory, and technology challenges into new opportunities for your business.

Today’s customer behaviors and expectations drive the requirement for immediate access to data. NEOS helps you fuel customer applications with the data needed to deliver optimal customer experience. Learn more about our signature Data Lake Accelerator.>

Asset Management

Counter the pressure of low margins with optimized front-to-back office operations.

Wealth Management

Position your organization for growth by digitizing operations and enabling new ways to interact with your customers.

Pension Plans

Use insights garnered from customer data to enhance and distinguish your customer experience.

Credit Ratings

Transform regulatory requirements to opportunity to bring in new technologies and data strategies.


Deliver innovative products and services to showcase your true differentiators.


Provocative yet practical solutions help you derive greater value from every aspect of your organization

Strategy & Operations

Achieve immediate improvements while aligning your business to meet long-term goals, even during times of significant organization-wide change, such as mergers and acquisitions, organic growth or corporate restructurings.

Business Process Excellence

Release your company from the sub-optimal processes that have become your de facto operating environment. Using proprietary processes developed from decades of real-world process redesign & optimization experience, we help you build a unique competitive advantage and uncover previously untapped business value.

Data Science & Engineering

Strong and centralized data is one of your company’s most important assets. Capitalize on your organization’s existing data sets by integrating and consolidating your customer resource management database to support global sales efforts and elevate customer service.

Technology Modernization

Serve existing and emerging customers more efficiently and effectively. Recognize your current system performance and uncover opportunities to modernize legacy IT systems using a strategic technology scorecard that enables you to accurately define and evaluate modernization options.

Project & Program Management

Reduce risk and make more informed decisions about impacts on your business value by enacting a thoughtful program management strategy that uncovers and evaluates your organization’s unique assets and liabilities.

Services Overview