Digital Transformation for Faster & Safer FinOps

Modernize Legacy Systems, Secure Client Data, And Accelerate Decision-Making With Integrated AI Tech Services For Fintech

How We Improve Front & Back-End Financial Operations?

Client Onboarding & KYC

Speed up identity verification, data collection, and regulatory compliance

Risk & Compliance Monitoring

AI-powered tools to detect anomalies, fraud risks, and compliance breaches instantly

Portfolio & Performance Dashboards

Deliver clear, real-time insights into investment performance and financial KPIs

Integrated Client Communication Tools

Engage clients with secure, multi-channel updates and account servicing

Transformation Blueprint for Financial Institutions

Process Mapping

Pinpoint inefficiencies in client servicing, reporting, and risk management

System Integration

Connect BrightCall AI, SurveySparrow, and Oracle Fusion/EBS with core banking or wealth management systems

Custom Workflows

Build advisor dashboards, client portals, and automation rules for KYC or onboarding

Staff Enablement

Role-based training for front-office, middle-office, and compliance teams

Adaptive Optimization

Continuously refine automations using financial data and feedback

Echelon: The Right Tech Consulting Firm for Financial Services?

Deep experience with regulated financial environments

Secure tech stack ready for compliance and audits

Proven success in speeding up reporting and onboarding timelines

Flexible deployment across banking, insurance, and fintech segments

Financial Services Related Case Study
Deep Industry Knowledge for Maximum Impact

Manufacturing

Streamline production processes with AI and smart manufacturing (Industry 4.0) solutions.

Real Estate

Modernise the sales process for better lead tracking and customer engagement.

Healthcare

Implement HIPAA-compliant IT solutions for secure management of patient data.

Manufacturing

Streamline production processes with AI and IoT solutions.

FAQs
1. Can your platform integrate with our legacy banking software?

Yes. As a digital transformation partner in fintech, we support secure integration with core banking systems, CRMs, and legacy applications to modernize workflows.

2. How do you support financial compliance and audits?

Our systems include automated logging, encryption, and customizable rules for audit readiness and regulatory alignment.

3. Can this solution help us serve clients faster and more efficiently?

Absolutely. Our AI tech services for fintech automate onboarding, servicing, and reporting, reducing workload while improving client experience.

Transform Your Finance Services Digitally Without Compromising Trust & Security