Financial Services
We are dedicated to ensuring financial institutions can harness the full potential of technology to improve operational efficiency, enhance customer experience, and stay ahead of the competition.
Every day, we accelerate our clients in their transition from legacy systems to a cloud and SaaS-based world. We help FIS tackle the data challenge: from architecture and automation, to leveraging data as a true value-creation asset. We also strengthen operational resilience by maximizing the power of AI-native cybersecurity solutions.
EXPERTISE & SERVICES
LEVERAGING CLOUD, DATA & AI
Our in-depth technical and industry expertise enable us to accompany financial institutions as they leverage the cloud, data, and AI, with interventions tailored to their core competencies, including:
- Retail and commercial banking
- Wealth management
- Payment processors
- Fintech
RETAIL BANKING
We accompany retail banks to:
- Create and enhance omnichannel customer experiences and achieve the customer 360 view.
- Increase operational efficiency via process intelligence and hyperautomation.
- Leverage customer data and AI to facilitate upsell and cross-sell across the value chain.
- Integrate Fintech to existing systems.
- Enable data-driven decision-making.
- Manage cloud migrations & app modernization.
COMMERCIAL BANKING
We work with commercial banks to:
- Define and execute the combined business and technology roadmap, with expert advice from industry veterans and senior technical experts.
- Leverage Fintech within existing workflows.
- Integrate business units and M&As to create a unified enterprise and enable cross-selling.
- Create better and differentiated omnichannel B2B experiences for customers and partners.
- Optimize cloud and hybrid infrastructure strategies.
WEALTH MANAGEMENT
We help wealth management firms to:
- Personalize the client-advisor relationship, with better experiences and the 360-degree view.
- Leverage data and AI to provide insights on customers and operations.
- Increase operational efficiency and reduce human errors by using better CRM & HR solutions.
- Protect customer data and systems with modern cybersecurity ready for AI.
FINTECH
We collaborate with solution providers in real-time payments, payment processing, credit innovation, banking-as-a-service, and embedded finance to:
- Enable the integration of Fintech with core financial services and enterprise systems.
- Accelerate product development launches with our deep industry and technical expertise.
- Supercharge Fintech solutions with AI functionalities and applications to unlock more value and reach.
- Confidently integrate Fintech solutions in enterprise and large scale financial services institutions.
MODERNIZATION & MIGRATION
Financial institutions strive to modernize their operations, control IT costs, and better integrate business units and M&As. We accompany them from strategy to execution to prioritize and implement their roadmap, with services that include:
- Migrations
- Hybrid & cloud-based strategies
- Leveraging data mesh technology
- Platform engineering
DATA SECURITY & POSTURE
Implementing robust security measures and establishing a comprehensive data governance framework enables financial institutions to protect sensitive data, comply with regulatory requirements, and leverage data for business growth.
By utilizing advanced privacy management architectures, data mesh, and AI technologies, we further enhance the availability, usability, integrity, and security of data, driving significant improvements across all aspects of data management.
CUSTOMER SERVICE WITH AI
AI and automation empower financial institutions to deliver faster and more personalized omnichannel customer service, while also reducing operational costs.
We help our clients leverage technologies such as Agentic AI, chatbots, virtual assistants, and more to efficiently manage customer inquiries. Whether it's providing support or assisting in onboarding, these tools streamline interactions through both self-service options and human agents, ensuring a seamless and effective customer experience.
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
Banking
Pension and Benefits
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
Real-Time Payments
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.
