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, with the audit trail regulators expect.
Secure Atlassian Cloud migration
Data Center to Cloud with 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 for third-party risk and audit.
Financial services outcomes
Federal Reserve Banks
65%
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 forms, no sales deck. We start with your situation and tell you plainly whether we can help.