Customized services tailored explicitly for insurance and financial services providers.

Insurance and financial services industries continue to undergo disruption driving the need for organizations to transform their operational efficiencies, portfolio management capabilities, and distribution support. Our team of technology and business consulting experts perform a unique blend of advisory and delivery services that enable transformative change through reimagined client experiences, powerful analytics, and appropriate growth strategies for your organization. We work with your portfolio managers, investment accountants, and data and technology teams to ensure your transformation goes well beyond just the technology.


“We have found NEOS’ versatility, speed, and expertise to be extraordinary.”

– CIO of World’s Leading Credit Ratings Company

  • Front, Middle, & Back Office Digitization

    In today’s market, opportunities are available to those who can identify and seize them faster than others. We leverage propriety methodologies to create a unified digital strategy across the front, middle, and back office silos and the enterprise. We bring together reimagined client experiences and operational agility using technology and advanced data capabilities. We help you with:

    – Strategic business assessment – impact on technology and operations

    – Business process design and optimization

    – Technology and outsourcing – strategy and vendor selection

    – Modern data architecture and governance

    – Data management
    – IT infrastructure redesign

    – Change management strategy

    – Comprehensive implementation roadmap

  • Portfolio Accounting & Reporting

    Simplifying and automating investment accounting and financial reporting processes is no longer an aspiration; it is a fundamental requirement. Our business process excellence experts team up with data scientists, investment accounting practitioners, and your team to determine if you need a tune-up or a transformation. Starting with a review of your daily transactions and data flow, through reporting and reconciliations, all the way to the general ledger, monthly financial close, and other relevant processes we analyze the underlying cause and effect. From there, we assist you in realizing quick initial returns while outlining a long-term path forward, including strategic yet practical use of emerging technologies.

  • Treasury Integration

    With the recent surge of transformative efforts tailored to digitize the treasury function, organizations need to ensure that the acquired capabilities result truly becomes one of the most vital parts of the future enterprise and help drive the search for alternative sources of growth. Integration of core processes is critical, and it needs to bring harmony across a broad organizational ecosystem. NEOS can help assess your operational efficiencies and guarantee that critical processes are optimized such as:

    – Cash management

    – Electronic banking

    – Cashflow management

    – Risk management