Modernizing Financial Services for a Digital-First Future
From national banks and regional credit unions to wealth management firms and fintech innovators, the financial services industry is pressured to modernize fast, while staying compliant, secure, and customer-centric. At RBA, we help financial institutions navigate this transformation with tailored digital solutions that drive efficiency, ensure compliance, and unlock new growth opportunities.
Whether integrating core banking platforms, optimizing mobile and web experiences, or building secure cloud infrastructure, our teams have a deep understanding of financial services and their regulatory, technical, and cultural complexities.
Modernizing Financial Services for a Digital-First Future
From national banks and regional credit unions to wealth management firms and fintech innovators, the financial services industry is pressured to modernize fast, while staying compliant, secure, and customer-centric. At RBA, we help financial institutions navigate this transformation with tailored digital solutions that drive efficiency, ensure compliance, and unlock new growth opportunities.
Whether integrating core banking platforms, optimizing mobile and web experiences, or building secure cloud infrastructure, our teams have a deep understanding of financial services and their regulatory, technical, and cultural complexities.
What We Help You Solve
- Legacy infrastructure holding back digital transformation and customer experience
- Disconnected data across core banking systems, CRM, compliance tools, and third-party platforms
- Inefficient, manual workflows limiting agility and client service responsiveness
- Limited visibility into customer behavior, financial performance, and operational risk
- Teams underserved by outdated tools, creating friction in both client and employee experiences
- Low adoption of new platforms due to gaps in training, change management, or usability
- Uncertainty around how to securely and responsibly adopt AI, automation, and cloud solutions
How We Help Financial Services Teams
We bring deep experience delivering digital solutions across IT, operations, and financial services teams:
- Digital Experience + Platform Strategy – We design and deliver personalized web and mobile experiences that reflect the expectations of today’s banking and wealth management clients, while also integrating with your existing systems.
- System Integration & API Development – Connect core banking platforms, CRM, compliance systems, and cloud tools to create seamless data flow and operational efficiency.
- Data Engineering & Analytics – Centralize and normalize your operational and customer data, enabling dashboards and KPIs that drive smarter, faster decisions across your organization.
- Custom Application Development – We build secure, purpose-built tools and portals tailored to your internal teams and workflows, from loan origination platforms to advisor tools.
- Cloud Infrastructure & Modernization Strategy – Move from on-prem to scalable, cloud-native environments to support modernization, security, and future-proof growth.
- Organizational Change Management (OCM) – Ensure your technology investment sticks by preparing your workforce, enabling adoption, and aligning process change with business outcomes.
- AI & Innovation Readiness – Explore practical, responsible use cases for AI in financial services. From chatbots to fraud detection, RBA can help you determine the right path forward to sensibly and ethically integrate AI into your organization.
Why Financial Services Teams Choose Us
- Cross-Disciplinary Execution – Our integrated teams, working together to drive faster outcomes and lasting impact, span digital strategy, UX design, cloud engineering, and data science.
- Financial Industry Fluency – We understand the compliance, data privacy, and operational demands unique to financial institutions, and we deliver solutions that align with industry regulations.
- Flexible Engagement Models – Whether you need complete digital transformation or a specialized team to fill a capability gap, we scale and adapt to your structure and speed.
- Proven Experience – We’ve delivered for banks, credit unions, and fintechs, leading core system integrations, cloud migrations, audit readiness, and personalized customer experiences.
Start with a Conversation, Not a Commitment
Many of our partnerships begin with a focused assessment, a proof of concept (POC), or an executive strategy session. These are low-risk, high-impact ways to explore opportunities, clarify challenges, and establish a path forward before deeper engagement.
Whether you’re navigating enterprise transformation or solving an immediate delivery issue, RBA is ready to meet you with the right mix of strategy and support.
Want to learn more about our solutions? Schedule a briefing today.
NewRBA Executive Briefings
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Cloud Solutions Powered by Leading Platforms
Our cloud solutions are designed on leading platforms and forged through strategic partnerships with Microsoft Azure, AWS, and other industry leaders. We help financial institutions streamline workloads, enhance data protection, and embrace innovation at scale. From core integrations to hybrid cloud architecture, we ensure your environment is resilient, secure, and ready for what’s next.
Case StudyDigital Strategy
Keeping the Pace with Consumer Needs
BCU, a credit union with over 400,000 members, partnered with RBA to modernize its digital platform and improve member engagement. Facing slow release cycles and underutilized analytics tools, BCU needed a more agile and data-driven approach. RBA delivered a comprehensive digital transformation by migrating Sitecore to Azure PaaS, implementing personalization strategies using existing personas, and integrating analytics tools like Sitecore Experience Analytics, Google Analytics, and Power BI. The result was enhanced scalability, reduced IT overhead, faster time-to-market, and a 28% increase in mortgage applications—positioning BCU for long-term success through smarter insights and improved digital engagement.
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IT Modernization Assessment
Our Financial Services IT Modernization Assessment is a comprehensive review of your current digital infrastructure, applications, and operations, aligned to the specific needs of regulated financial institutions.
Use it to guide:
- Due Diligence Readiness
- Mergers & Acquisitions Support
- Technology Transition Planning
- IT Infrastructure Modernization
- Regulatory & Compliance Alignment
- Strategic Roadmap Development
