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Industries

What We Do

Unlike most technology firms, AscentBT Technologies has deep understanding that different sectors in the financial services industries have unique requirements and challenges and a laser focus on understanding and providing specific solutions to address the unique needs of each sector.

Financial institutions must confront a frequently-changing business landscape of new reporting requirements, opportunities and strategic objectives. How do you meet the evolving expectations of customers, make informed decisions, balance regulatory change while improving profitability and service quality?

Our professional expertise and experience helps a range of financial services organizations identify and launch innovative solutions that propel revenue growth, capture operating efficiencies, and make transformation a reality.

Financial Services Industries

How We Can Help

  • By Service
  • By Business Function
  • By IT Function

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


Cybersecurity


Compliance


Risk


DevOps


TCO, ROI, & Business Justification


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


Project Management

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?

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…
Open Banking - Item Processing Integration and Automation

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,…
Open Banking - Data Integration Between Entities

Open Banking - Data Integration Between Entities

The Challenge A bank needed to make its retail customer profile data and bank product and services data available to…

AscentBT Technologies understands and provides specific solutions to address the unique needs of each sector.