Finance

Technology Built to Address Financial Risk Factors

Banking, financial institutions, and other institutions depend on finance IT services providers that provide  IT applications that must be stable, auditable and compliant, at all times. Blue Swan Technologies INC is experienced at providing support environments where accuracy and traceability and control have to be assured, enabling teams to work without interruption while meeting deadlines and operational expectations. 

Managing Everyday Financial Functions

We architect and host systems that are built around legitimate operational processes be they at branch or lending teams and back-office functions to ensure that transaction flow, reporting and controls are seamless, timely and automated.

Core Financial Systems and Payment Services

We maintain the core platforms, payment rails, and transaction processing systems so that the experience across deposits, withdrawals, settlements, and reconciliations are consistent and familiar. And to limit operational friction and preserve trust in the system.

01
Loan Management and Credit Handling

Throughout the entire capital cycle, from loan origination to underwriting to servicing, we assist institutions by providing a way to manage the flow of credit, keep accurate borrower records, and free up dependency on fragmented systems and manual tracking methods.

02
Trading Operations and Treasury Services

We coordinate with financial systems on trading desks, treasury teams and risk groups across the world to handle deal execution, liquidity management and accurate reporting when there is breakneck change in markets.

03
Intelligent Billing & Claims Processing Solutions

Based upon a healthcare organization‘s records and services, billing and coding, systems support and sustain the daily functioning of the organization.

04
Customer Experience and Digital Channels

We improve client interactions in the finance industry by connecting operators and customers across call, chat, and digital channels. This ensures consistent information delivery and eliminates miscommunication caused by disconnected systems.

05
Vendor Coordination and Platform Services

We coordinate with finance IT services providers, across platforms and integrations making sure things stay in sync, reducing risk, and dependencies to vendors are identified and managed.

06

Enabling Data Sharing Across Financial Teams

Financial information can get compiled and disjointed over time. We work to bring clarity and soundness to this data so that teams can work confidently without spreadsheets or disconnected tools.

Managing Controls Without Disrupting Operations

Financial controls are necessary, but they must be integrated with the day-to-day activities of teams. We have introduced mechanisms that allow us to check without impacting productivity or adding extra work to the teams.

Structured Access and Entitlement Control

We define access structures reflecting actual roles and responsibilities such that the teams can perform their tasks efficiently and at the same time have segregation of duty and control standards.
Real-Time Monitoring and Notification Systems
We establish monitoring arrangements which monitor system activity, provide useful alerts and establish clear evidence trails for audit, investigation trails and compliance reviews.
Third-Party Integration and Cloud Control
We assist in managing external tools and cloud operations with our knowledge over performance monitoring, access management and incident handling, depending on vendor managed services.
Recovery Planning and Resilience Testing
Recovery plans are developed along with conducting structured testing introduced in a controlled fashion to ensure fast recovery of systems from disruptions while no adverse effect occurs to financial operation or reporting timelines.
FAQs

Answer to Common Questions

We work with all types of financial institutions including banks, NBFCs, credit unions, lenders, asset & wealth managers and fintech businesses. Our engagements are primarily in core banking systems, lending or payment processing environments where auditability, control and compliance are or have to be maintained in the system.

Yes. We focus on phased enhancements - keeping the current platform stable, enhanced integrations by way of APIs or middleware, then gradually introducing changes. This method eliminates downtime, protects ongoing transactions and minimizes operational risk.

As part of your internal team, we work with your change management process, release cycles and audit requirements. Further we update, document and do reporting as required to keep your teams fully sighted and in control.

We develop and build to regulatory requirements, so audit trails, access controls, data retention and reporting is all sorted prior to, or incorporated into, the system, in line with SOX, PCI-DSS, and other local banking requirements depending on your country of operation.

We identify operational and technical risks early (we do this across transactions, data flows and integrations) and implement controls to limit the level of risk without disrupting operational activity.

Absolutely, we have an extensive track record of working with both current generations of platforms to older ones (mainframe based systems for instance). We aim to improve reliability, integration and efficiency without the need to replace your existing system!