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Technology Consulting in BFSI

Your Technology Partner Should Understand Your Business

Most technology vendors understand code. Few understand instruments, settlements, corporate actions, or regulatory governance.

We bring both — engineering depth and financial domain expertise built from years inside leading BFSI institutions.

Five Domains We Operate In

Our consulting practice covers the core technology areas that drive BFSI operations — from instruments to governance.

01

Instruments & Settlements

Financial instrument management, risk rating, pricing calculations, and straight-through processing for trade settlement across front-to-back workflows.

02

Client Onboarding

Digital onboarding journeys that balance compliance with experience — KYC, document management, and multi-channel client interactions.

03

Corporate Actions & Risk Operations

Automated corporate action processing, risk operations management, and operational resilience across settlement cycles.

04

Client Reporting & Portfolio Services

Portfolio performance calculations, client reporting platforms, and analytics dashboards for wealth managers and advisors.

05

Product & Initiative Governance

Technology program governance, RAID management, stakeholder alignment, and delivery frameworks for complex BFSI initiatives.

What We've Delivered

The capabilities showcased here are based on professional experience our consultants gained within leading BFSI institutions. We bring this depth into every Chaturya engagement.

1M+ customers impacted

Large-Scale Digital Transformation

Led multi-year transformation programs for world's leading wealth managers, impacting 1M+ customers with human-centric digital journeys across Switzerland, Germany, Italy, and APAC.

8+ global markets

Mission-Critical Platform Modernization

Delivered capabilities for financial instruments, trade settlements, corporate actions, and multi-channel banking — mobile, e-banking, and internal workbenches.

40k+ trades settled/hour

Architecture-Led Engineering

Implemented API-centric, microservices-based, cloud-native platforms with complete DevSecOps. Engineered high-performance systems for STP in trade settlement and corporate actions.

90%+ corporate actions automated

Risk, Controls & Compliance

Delivered platforms aligned with strict banking risk frameworks — managing Operational Risk Items and non-functional requirements across performance, security, resilience, and auditability.

How We Engage

Three ways we work with BFSI institutions.

01

Embedded Consulting

Our consultants embed into your programs — working alongside your teams with full domain context. We don't need a ramp-up period because we've operated in these environments before.

02

Program & Delivery Leadership

We lead technology initiatives end-to-end — from architecture and governance to agile delivery using SAFe and OKR-based models. Cross-functional, multi-geography, multi-year.

03

Architecture & Modernization Advisory

We assess, design, and guide platform modernization — API strategy, cloud-native migration, microservices adoption, and DevSecOps implementation within BFSI constraints.