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Finance

Comprehensive solutions for the finance sector

As leaders of the financial sector, we have broad expertise across multiple solution platforms and experience helping more than 50 top-tier global financial institutions to architect, implement and manage their day-to-day operations.

Our finance professionals offer end-to-end solutions for the Financial sector and in-depth expertise in the areas of: core systems, regulation & compliance, reporting, data platforms, testing & automation, analytics & big data, cyber & security, connectivity and integration and omni channel customer interaction (digital WEB, mobile, CRM, branch systems, kiosks, CX/UX).

The Matrix Advantage

Our team of domain and technology experts is composed of IT and software specialists, data analytics professionals, compliance officers and AML product specialists. They bring with them extensive experience and seniority in the sector, together with an in-depth understanding of its special needs and sensitivities, which allows us to help financial institutions, including banks and insurance companies, to produce the precise solutions that will provide added value to their customers.

To deliver the solutions our clients require, we leverage our unique expertise in the establishment of core and specialized systems, integration and conversion, and multi-channel systems, gained in the course of hundreds of projects for customers around the world. We also partner with other leading companies in the field – both high-tech and start-ups with unique and innovative solutions, where doing so enhances our own capabilities.

Areas of Expertise

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cyber and security for the Finance sector

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DIGITAL Solutions

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CRM

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Integration, Interoperability & Open Finance

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CX/UX

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Omni Channel Customer Facing Solutions

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Intelligent Processes

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Data Platforms, Big Data & Analytics

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FRAUD PREVENTION

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Surveillance for Capital Markets

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AML
(ANTI MONEY LAUNDERING)

cyber and security for the Finance sector

Our team of experts from within the Israeli intelligence community provide security services to hundreds of customers around the globe, in various industry segments. Specializing in a wide range of cyber security services that include integration, regulatory & compliance, cloud services and MSSP (managed security service provider), we enable clients to reduce and mitigate risk to ensure the highest levels of readiness. We install and maintain the leading, most innovative information and cyber security products, and provide advanced consulting services in penetration tests, risk surveys, regulatory compliance, professional training, investigations, recruiting experts and more.

DIGITAL Solutions

We offer a range of services and solutions that bring all the advantages of the digital revolution to the finance sector. We use the best technology to suit each customer’s needs and build a comprehensive solution that includes the design, development and implementation of advanced Web sites (transactions site, capital market sites, online account opening etc.) and their integration into the financial institution omnichannel platform.We developed cutting edge mobile experiences: specially-designed financial applications, including capital market, mortgage, and digital wallet. Our professional team of experts will accompany you throughout the process, from the planning, characterization and construction of the applied digital strategy, through development and implementation of technological solutions and tools.

CRM

Financial service CRM (customer relationship management) face great challenges: Customers’ expectations regarding service quality and timeliness have grown sharply, and it’s easier than ever for dissatisfied customers to take their business elsewhere or broadcast their complaints. At the same time, the channels that FIs CRM must address have proliferated to include mobile, online chat, and social media, as well as Web, phone, and branch interactions.To address these challenges we provide CRM solutions, specializing in the business, process and technological aspects of CRM implementation, providing personalized, profitable & personalized customer relationship processes.

Integration, Interoperability & Open Finance

We provide solutions for integration & interoperability including: • Legacy exposure – exposing legacy core systems as SOA services. • SOA Projects • ETL & data integration • Open Banking & Open Finance • API Management • Interfaces Security (Datapower) • Financial B2B

CX/UX

Financial Customer facing solutions start from CX/UX (specializing in digital strategy and customer experience): using tools from the world of design thinking to deal with the customer experience; analysing the client in all life cycles; carrying out observation and ideation processes; producing a customer-oriented digital strategy (external / internal) and an actual work program for digital transformation

Omni Channel Customer Facing Solutions

Financial Services customers now expect interactions when they choose, from where they choose, using the device of their choice. They expect OMNICHANNEL seamless customer experience across all communication and service channels, spanning face-to-face (in-branch or intermediaries), mail, email, phone, web, mobile, and social media. Customers expect to be their banks and insurers to know them, and their interaction history. They expect their financial providers to use that knowledge to bring just in time, just in place relevant information, services and product. They expect to be engaged proactively. Our suite of customer delivery services includes: • Digital Services: Content; e-finance; Mobile apps; Social • Physidigital services: Kiosks, Digital branches • B2B2C – Agent/merchants platforms. • CRM • Advisory solutions: MCM – financial advisory system;

Intelligent Processes

Smart automation is the focus of intense interest in the financial sector enabling the next wave of productivity, cost savings, and improvement in customer experiences. In particular we specialize in: Business Process Management RPA – Robotic process automation Rule base solutions Machine learning and an AI platform that empower process based solutions.

Data Platforms, Big Data & Analytics

Data Platforms and Analytics can become are the main driver of innovation & transformation in the banking industry. Leveraging best-of-breed technology in big data services and advanced analytics make the ‘impossible’ ‘possible’. Our solution include: • Financial BI & DWH • Big Data: Managed data lake methodology and architecture that prevent the chaos that can be caused by managing massive amounts of data, and allow refinement of the information to generate business insights that create real value. • Single view of product or customer based on NOSQL ODS. • Customer master data • Machine learning and an AI platform that offer better management, visibility and control of your data.

FRAUD PREVENTION

Financial institutions must continually evaluate and adjust their fraud controls and existing software solutions based on risk landscape and IT architecture. This is where we come in, our experts provide complete Fraud Prevention services to help our customers effectively manage ongoing threats. We help financial institutions with Commercial Banking Fraud, Card Fraud, Internal Fraud, Remote Banking Fraud and Hacking Attacks (Online / Mobile). Our services include: Fraud Strategy and Road Map Advisory, Design, Implementation and Tuning of Fraud Systems, Testing / Model Validation, upgrades / migrations and enhanced existing platform capabilities through Development, Machine Learning, Entity Resolution & Anomaly Detection.

Surveillance for Capital Markets

Our surveillance for capital markets expertise includes: trade surveillance; investment control; MUST tax engine

AML
(ANTI MONEY LAUNDERING)

With more than over 400 successful AML projects implemented worldwide, our team has gained the experience & expertise to deliver an end-to-end AML solution, including: Automation (RPA), KYC / CDD / EDD, Transaction Monitoring, Sanctions Screenings, ETL and Model Validation / Optimization. Our Subject Matter Experts have developed tools for Data Quality, Country Extractor and CRM Alert Ingestions, to help our clients to reduce false positives and increase their team’s efficiency.

Among Our Customers

Among Our Customers

NOAURA - Finance
US Bank - Finance
menorah mivtachim - FINANCE
Scotiabank - Finance
Citi - Finance
Mizrahi - Finance
Hafinex - Finance
Tradestation - Finance
Leumi Bank - Finance
American Express - Finance
Union Bank - Finance
UBS - Finance
Barclays - Finance
Deutsche-Bank - Finance
American Portfolio - Finance
Visa - Finance
Stern Agee - Finance
Hapoalim Bank - Finance
Discount Bank-Finance
Harel - Finance
Leumi Card - Finance
Isracard - Finance
Migdal - Finance
Psagot - Finance

Find out more

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