Financial Services
Atlassian and Microsoft platforms that satisfy examiners and delivery teams
Banks, payments networks, and fintechs need portfolio visibility, audit-ready toolchains, and secure cloud platforms. We have delivered all three for the Federal Reserve Banks, Visa, Wells Fargo, and Robinhood.
What financial services clients engage us for
Portfolio governance on Jira Align
Strategy-to-execution visibility, OKRs, and PI planning across hundreds of teams, including the audit trail regulators expect.
Secure Atlassian Cloud migration
Data Center to Cloud, including SAML, SCIM, data residency, and SOC 2 and PCI DSS control mapping.
AI governance for model-risk environments
Rovo and Copilot adoption mapped to NIST AI RMF and model-risk management policies.
Microsoft security and Copilot
Sentinel, Defender, Entra zero trust, and Copilot readiness with Purview.
DevSecOps and supply-chain evidence
SBOMs, pipeline controls, and traceability, especially for third-party risk and audit.
Compliance by design
Built for the controls your examiners test
We configure Atlassian and Microsoft so the evidence auditors ask for is produced by the work itself, not assembled the week before an exam.
SOX IT general controls
Change approval, segregation of duties, and periodic access reviews recorded in Jira and Jira Service Management workflows, so you keep the full history.
FFIEC examination expectations
Documented change, incident, and problem management, with reporting that shows who approved what and when.
GLBA Safeguards Rule
Purview sensitivity labels, data loss prevention, and oversharing remediation, especially for customer financial data in Microsoft 365.
Model risk and AI governance
An inventory of AI agents and models with owners, approvals, and monitoring, aligned to SR 11-7 practices and the NIST AI RMF.
Third-party and supply-chain risk
SBOMs, pipeline controls, and traceability, so you can answer vendor-risk questionnaires for the software you build or buy.
Portfolio transparency
Strategy, OKRs, funding, and delivery in one Jira Align view, so executives and oversight committees see the same numbers.
How we work
How a financial services engagement runs
Every engagement follows the same five stages, sized to your scope and your audit calendar.
01
Assess
We review your toolchain, control evidence, and reporting needs, and then map them to your audit calendar and change windows.
02
Design
Target operating model, portfolio structure, workflows, and access model, reviewed with risk and compliance before anything is built.
03
Build and migrate
Configuration, integrations such as ServiceNow, Okta, and Azure DevOps, and data migration in planned waves with rollback steps.
04
Adopt
Role-based training for executives, Release Train Engineers, product owners, and teams, including coaching through the first planning increments.
05
Sustain
Managed support from VTPMO, or a documented handover so your own team runs the platform.
Questions
Financial services questions
Both. Our SAFe practitioners also configure Jira Align, so the framework, the people, and the toolchain change together. That is why adoption holds after the engagement ends.
For most institutions, yes, with a plan. Atlassian stopped selling Data Center in March 2026, expansions end in March 2028, and then licenses become read-only on March 28, 2029. Meanwhile, Atlassian Cloud Enterprise adds data residency, Atlassian Guard identity and data controls, and audit logs. Our Data Center Migration Assessment produces a dated plan.
We start with governance, including an inventory of agents, the data each one can reach, owners, approvals, and monitoring, mapped to the NIST AI RMF and your model-risk policy. Then we pilot with a defined cohort and agreed success measures before scaling.
Financial services outcomes
Federal Reserve Banks
65%
productivity gain and 45% faster project delivery after a Jira Align and SAFe rollout across the Banks’ technology portfolios.
Jira Align · Jira · SAFe
Visa
60%
productivity gain across 10 portfolios and 125 Agile Release Trains on Jira Align.
Jira Align · Lean Portfolio Management
Wells Fargo Home Mortgage
85%
on-time delivery after a scaled agile operating-model redesign.
SAFe · Jira · Coaching
Ready to talk?
Book a 30-minute discovery call. No sales deck. We start with your situation and tell you plainly whether we can help.