Bringing transparency to financial services processes


Maintaining efficiency and staying competitive in a heavily regulated industry can be challenging. We speak your language, creating solutions that promise transparency, agility, speed and risk management.

Supporting the processes that matter

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Managing regulatory complaints

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Managing escheated insurance contracts

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Managing data and reporting requests

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Validation of marketing materials such as fund brochures ...

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Tracking both routine and ad-hoc compliance tasks

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Legal department service desk

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Risk tracking/risk qualification

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Processing underwriting documents

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Requesting bank transfers/movement of funds

Industry leading tools

Jira Core
Jira Service Desk
Confluence
HipChat

The Valiantys difference

Experience

We work with the world’s largest banking, insurance and insurance corporations and understand the challenges of operating in a regulated environment at scale.

Technology

The Atlassian stack offers the visibility and traceability to ensure compliance while driving your projects forward.

Methodology

We work pragmatically and reactively, following a structured waterfall plan or more iterative Agile approach.




Our banking and insurance Workshops

Workshop

Sharing knowledge is in our DNA. We regularly organise industry-specific workshops to talk about your projects and challenges.

They trust us

BNP Paribas
Axa
Prudential
Swiss Life
Generali
QBE

Recommended reading

case study

Revolutionising departmental
cooperation with Jira at Boursorama

Read the case study
video

Leveraging Atlassian tools to manage outsourced delivery at QBE

Watch the video
case study

Leading global insurer meets strict compliance regulations with Jira Core

Read the case study