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Financial Services

The financial services industry is a cornerstone of the global economy, providing essential capital for businesses to grow and offering individuals the means to save, invest, and manage their money. However, the industry is heavily regulated to ensure the safety and soundness of the financial system and to protect consumers from fraud and other abuses.  

In today's rapidly evolving digital landscape, information technology has had an enormous impact on the delivery of financial services. As a result, many financial institutions are now technology firms offering cutting-edge financial services. At the forefront of this transformation is Levio, a premier provider of IT services for financial institutions.  

Our team of experts is dedicated to helping financial institutions harness the full potential of technology to improve operational efficiency, enhance customer experience, and stay ahead of the competition. We offer a wide range of IT services, including advanced analytics, machine learning algorithms, and real-time data and analytics, to help you identify and mitigate risks more quickly and effectively. 

Our Added Value

Levio offers cutting-edge IT services that can help transform your organization. We specialize in implementing robust security measures to ensure your sensitive data is fully protected.  

Our team can also help you automate compliance processes, such as Know Your Customer (KYC) and Anti-Money Laundering (AML) checks, to reduce the burden on human staff and increase accuracy. This can save your organization valuable time and resources and allow you to focus on delivering exceptional service to your customers.  

With Levio's advanced analytics and machine learning algorithms, you can gain a deeper understanding of your customers' preferences and behaviour, and tailor your offerings to their needs, increasing customer satisfaction and loyalty.  

In addition to improving customer experience, Levio can help you automate repetitive tasks, streamline processes, and improve data analysis capabilities. By providing real-time data and analytics, we can help you identify and mitigate a variety of risks, including credit, market, and operational risks, more quickly and effectively. We can help your organization reach its full potential and thrive. We are committed to improving your organization’s operational efficiency to ensure your success. 

Levio Knows Financial Services

We understand the complex and ever-changing nature of the financial services industry. With decades of experience serving the industry, we've developed a deep understanding of the unique challenges that financial institutions face. 

Our team of experts has a wealth of knowledge and expertise in all aspects of IT services for the financial services industry. From cybersecurity and data management to compliance and risk management, we've got you covered. Our advanced analytics and machine learning algorithms can help you gain deeper insights into your customers' behaviour and preferences, allowing you to tailor your offerings to their needs and stay ahead of the competition. 

Our banking consulting experts help you decide how to best optimize the experience you offer to your customers and employees, how to maintain your current IT infrastructure and how you should leverage technology to gain market share and improve the bottom line. 

The pension and benefits industry faces several challenges, and technology can significantly address many of them. These industries are responsible for managing large investment portfolios, and technology can help them make better investment decisions. Advanced analytics tools and machine learning algorithms can help analyze vast amounts of data and identify investment opportunities that may not be apparent through traditional analysis.

The pension and benefits industry need to engage with their members to help them understand their options and plan for their future. Technology can help deliver personalized and interactive content through digital platforms, including mobile apps and social media. This can help reduce costs and improve accuracy and efficiency.

The pension and benefits industry are highly regulated and need to comply with a range of regulations and reporting requirements. Technology helps automate many of these processes, reducing the risk of errors and ensuring compliance. The trend is towards the development of multi-service systems connected with diverse business functions (payroll, human resources, finance, management) to produce all the elements required for the effective administration of pension and benefits plans and to offer a more rewarding member experience.

At Levio, our Strategy and Business Performance line is represented by a few seasoned experts with extensive experience in retirement and employee benefits, including solution implementation, service transition, modernization projects and support for retirement and employee benefits plan sponsors.

Our experts support our customers in complex transformation projects, more specifically in the following areas:

  • Program governance
  • Program/project management and control
  • Organizational effectiveness
  • Process optimization
  • Change management
  • Operational support
  • Integration & implementation
  • Data cleansing
  • Pension and actuarial expertise
  • Risk management support


→ See more on Strategy and Business Performance

→ Presentation of a case study for a company in the pension plan administration sector

With the Federal Reserve’s launch of FedNow, financial institutions in the United States are keen to explore the possibilities of real-time payments. Levio’s financial services expertise paired with our Real Time Payment Framework ensures a reliable, secure, and integrated instant payment service for you.

Levio in action