Financial Services

Financial Services

We help financial institutions innovate and develop solutions to address shifting market conditions and changing regulatory environments. We focus on delivering business value and leveraging technology to support the goals of our clients. By implementing pragmatic solutions, we enable our clients to make better data-driven decisions, capturing more value from their customers and employees.

Years Of Industry Experience


Industry Clients Served

Consumer/Commercial Lending

• Loan Origination System Integrations
• Source Integrations
• Portfolio Management Tools
• Customer Online/Mobile Portals
• Loan Reserve Analysis
• Borrower Portals
• Mortgage Fulfillment Analytics


• Customer Reporting Portals
• Mobile Applications
• Loan Tracking, Servicing, and Reporting
• Product Marketing Analytics
• Liquidity Management
• Customer Management Systems

Private Equity

• Portfolio Analysis
• Mobile Reporting
• Financial Modeling
• Fund Accounting
• Quarterly/Annual Report Automation

Asset & Wealth Management

• Investor Portals
• Portfolio Analysis Tools
• Automated Reporting
• Liquidity Analysis


Saxony is able to leverage lessons learned from prior projects and experience as “accelerators” that not only increase the efficiency of a project, but also significantly reduce execution risk.

Examples of some accelerators include the following:

Accelerators Include:

• Functional Data Models
• Technical Architecture Designs
• Data Governance Templates
• Best Practice Process models
• Financial Modeling Framework
• ETL Frameworks

Existing Integration Templates For:

• GTreasury
• State Street
• Geneva
• Everest
• Excel

Have questions about how Saxony Partners can help? Let's chat.