Financial Services

Streamlining Financial Services in the Digital Era

Catapult’s financial services technology consultants have delivered over 500 projects for financial services companies, including commercial and national banks, investment companies, brokerages, real estate companies, insurance companies and credit unions. Catapult offers a full suite of digital transformation services to help maximize IT investments, meet business goals, and support the pace of change. Learn how Catapult’s cloud, collaboration, IT security and compliance, automation, and other offerings specifically target financial services’ modern challenges.

Improve Financial Services Operations and Processes with Catapult

Our financial services technology consultants can help you with strategic consulting, implementation, pilot deployment, configuration and adoption of your IT services and solutions.

professional services technology solutions

Power BI Quick Start for Financial Services 

Get up and running with as little as 3 days

This offering rapidly delivers reports from your existing datasets while also providing a foundation for future enterprise-level analytics.

professional services technology solutions

Azure 3-2-1 for Financial Services

3 Days, 2 Cloud Experts, 1 In-Depth Cloud Topic

Catapult’s Azure 3-2-1 Cloud Management Workshop helps you improve your financial management or governance and security in Azure.

Capabilities to Help You Deliver Better Experiences and Insights For Your Clients & Employees

Catapult is a modern digital solutions and services firm that uses technology to solve business problems, delivering exceptional value. Specializing in digital transformation and cloud-based technologies, we imagine, build, and sustain IT-enabled business solutions that people love to use.

manufacturing technology solutions

Azure Services

  • Advisory
  • Migration
  • App Development
  • App Integration
  • DevOps
  • Cloud Managed Services

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Digital Workplace

  • Strategy, Assessments & Planning
  • Organizational Change Management
  • Teamwork / Collaboration
  • Communications and VOIP
  • Enterprise Social
  • Intranet / Extranet
  • Modern Desktop
  • Ideas Management

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manufacturing technology solutions


  • Compliance
  • Security Management
  • Risk Management
  • Governance
  • Data Security
  • Device Security

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  • System/Server Management
  • Virtualization
  • Device Management
  • Cloud
  • Unified Communications
  • Identity Management

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App Development

  • Custom Development
  • Application Modernization
  • Application Migration
  • CRM Solutions
  • PowerApps
  • DevOps

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Education technology solutions

Data & AI

  • Machine Learning
  • AI
  • Big Data
  • Power BI Reporting
  • Analytics Management

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Education technology solutions

Managed Services

  • Azure Management Services
  • Spyglass
  • Fuse
  • Agile Analytics & AI
  • Agile Applications
  • Monitoring & Expert Support

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Retail Customer Experience Through Modernization And Innovation

A retail loan provider with branches in eight states across the United States was looking for a way to expand their presence and give clients a better overall customer experience online. The company needed an efficient, secure, and modern solution that would help customers view, manage, make loan payments, and apply for new loans anytime, anywhere. With Catapult’s help, the loan provider increased its national footprint by developing a mobile app and a secure website with a variety of capabilities, including the ability to manage account information, make loan payments, get loan payouts, and apply for new loans without physically going to the branch.

Financial Services Business Challenges We Can Help You Solve

Employee Collaboration, Anytime, Anywhere

Create more time for customers with a streamlined digital workplace for your employees, enabling better collaboration and productivity. Share or edit documents, communicate within integrated social streams, and spread important news. Drive a positive company culture through a customized, branded intranet. 

Respond Quickly to Changing Customer Needs

Position your company to quickly react to changing business requirements, so companies can quickly pivot based on evolving customer needs. Develop applications that keep up with the pace of change. Make more informed decisions with the most relevant, timely data available. 

Secure Customer and Financial Data

Combat increasing risk and compliance costs with a unified view into your entire security ecosystem. Keep customer PII and confidential financial data secure while working toward compliance goals.

Provide Omni-Channel Customer Experience

Innovate with application services to provide consistent banking to customers anytime, anywhere, in the most customer-centric and convenient ways. Increase customer loyalty and satisfaction by providing a service in which customers could start a transaction on one channel and complete it on another.  

Eliminate Repetitive Tasks, Increasing Productivity

Automate long, manual IT processes so employees can focus on strategic initiatives. Better manage the IT lifecycle and cut response timesReduce potential risk to customers using an automation platform to create an audit trail. 

Meet Expanding Regulatory Requirements

Demonstrate proper risk management in the face of constantly changing requirements. Reduce operational costs and streamline the risk analysis process with an all-encompassing view of compliance goals. 

Automatic Employee Provisioning and Deprovisioning

Maintain compliance and protect customer Personally Identifiable Information (PII) by automating critical steps associated with employee onboarding and offboarding.  

Some of Our Favorite Financial Services Clients

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Dig Deeper

Retail Customer Experience

A retail loan expands its reach to meet customer’s expectations.

Intuitive And Innovative Intranet

Elevations Credit Union needed a brand-new intranet.

Safety First for Firstline Workers

Power Apps automates training and compliance.

Real-time Data Makes All the Difference

Health and safety reporting driven by Power BI.