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Connecting the Financial Universe

AscentBT Technologies delivers a combination of financial services and technology expertise to help financial services institutions thrive in a dynamic global environment.

How We Can Help

  • By Services
  • By Industries
  • By Business Functions
  • By IT Functions

Commercial Banking and Lending

Retail Banking and Lending



Capital Markets

Regulatory and Audit

Financial Market Data



Strategic Roadmaps

Product Roadmaps

Customer 360 View

New Client Acquisition

Client Profitability and Profitability Forecasting

Client Next Product to Sell Projections and Cross Sales

Client Retention Programs

Client Experience and Digital Strategy

Client Support

Line of Business and Operations Dashboards

Open Banking

End-to-End Function Integration

Client Segmentation

Client Sales Pipeline Management

Incentives and Commission Programs

Customer Channel Optimization and Consistency

Credit, Investment, and Other Risk Management

Fraud Detection

M&A Due Diligence, Integration, Divestiture, and Carve-Outs

Product Development, Enhancement, and Bundling

Operations Monitoring, Alerts, and Risk Mitigation

Regulatory and Policy Compliance

Risk Modelling (Credit, Investment, Other)

Analytics and AI Capabilities

Process Efficiency Optimization

TCO, ROI, & Business Justification

Go To Market Planning

Strategic Roadmaps

Current State Baselining and Analysis

Future State Design Implementation

Preparation Implementation Development

Process Optimization

Operations Optimization

Cost Optimization

APIs and Middleware

Master Data Management

Data Governance





TCO, ROI, & Business Justification

M&A Due Diligence, Integration, Divestiture, and Carve-Out

Project Management

Services for your business

Strategic Consulting

Our practical approach to strategic innovation and strategy formulation creates executable plans to unlock and deliver long term business value.

Data Strategy

Harness and monetize your data assets to enable new products and services, increase client retention, improve service delivery, and improve regulatory compliance.

Open Banking

Enable the secure digital exchange of data and processes between your institution and third party constituents to increase revenue, streamline processes, and reduce costs.

Intelligent Automation

Intelligent Automation is the discipline and technology of leveraging robotic process automation (RPA)to create smart business processes.


Utilize AscentBT Technologies expert  resources to augment your existing capable staff or to provide skills not currently residing within your institution.

Financial Services Integration

AscentBT has significant expertise and experience integrating the systems, applications, and the overall ecosystem of financial services institutions.

Our Methodology

AscentBT Technologies utilizes a mature methodology that helps clients through their entire journey from the vision through execution and run phases. The methodology is adapted to the client situation for whom either all or a subset of phases are executed.

Featured Insights

Personalized Digitalization – An Oxymoron or a Real Thing?

Financial institutions continue to invest in automation, analytics, AI, and digital technologies in an effort to provide more services, mitigate risk, increase efficiencies, drive revenue, and reduce costs. But does it drive
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Open Banking – Item Processing Integration and Automation

The Challenge A super regional bank was looking for methods of streamlining its item processing operation, shortening the processing cycles, reducing the overall costs, and decreasing the complexity of the number of
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financial services integration

Open Banking – External Integration of Consumer and Product Data

The Challenge A bank needed to make its retail customer profile data and bank product and services data available to 3rd party payment provider systems to enable new products and services with
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AscentBT Technologies provides solutions for the financial services industry that drive revenue, EBITDA, ROI, and risk management in increasingly challenging and competitive markets.