SaaS Industry Services

Custom technology, digital, and BPO services for the evolving finance industry.

Staying ahead means embracing the latest in technology and digital solutions. We partner with leading financial institutions to drive growth, enhance operational efficiency, and ensure regulatory compliance through cutting-edge IT services, advanced data analytics, and secure digital platforms.

Areas of expertise

Product Development and Engineering

We can help you build, integrate, and scale your software efficiently. Whether it's developing custom software, APIs, or mobile apps, or ensuring quality through rigorous testing, we support your product innovation at every step.

Cloud Infrastructure and DevOps

Our Cloud Infrastructure & DevOps solutions ensure your platform remains reliable, secure, and scalable. We handle cloud migration, infrastructure management, and automation, so your SaaS platform can deliver seamless performance and uptime.

Data Analytics

Through our Data & Analytics services, we empower your platform with data architecture, BI tools, and AI/ML integrations, helping you unlock actionable insights and deliver more value to your customers.

Digital Marketing and Customer Engagement

We help financial firms strengthen their online presence with tailored digital marketing strategies. From SEO and paid advertising to social media management, our services drive customer engagement and brand visibility in a highly competitive marketplace.

Cybersecurity and Compliance

We safeguard your platforms with our Cybersecurity & Compliance services, conducting security audits, managing identity access, and ensuring data protection in line with regulations like GDPR and HIPAA.

UI/UX Design

Our UI/UX Design experts focus on creating intuitive, user-friendly experiences that keep your customers engaged. From user research to interface design, we prioritize both functionality and aesthetic appeal.

Customer Success BPO Services

We ensure your users receive the best support with our Customer Success & Support solutions. From technical support outsourcing to customer success management, we help you reduce churn and improve customer satisfaction.

CRM Implementation and Management

Optimize customer relationships with our CRM Implementation & Management services. We set up, customize, and manage CRM platforms like Salesforce, HubSpot, and Dynamics 365, streamlining your sales and customer engagement processes.

Digital Marketing and Lead Generation

Our Marketing & Sales Enablement services are designed to help you scale by optimizing your marketing automation, SEO, and lead generation strategies, ensuring that your sales teams have the tools they need to close more deals.

Segments Supported

E-Commerce

We partner with E-Commerce companies to

Insurance

Our consulting services empower insurance providers to automate claims processing, optimize risk management, and leverage data analytics to improve underwriting. We help insurers build digital strategies that drive customer engagement and enhance operational agility.

Credit Unions

We partner with credit unions to implement secure, cloud-based digital platforms that improve member services and streamline operations. Our data-driven solutions enable credit unions to offer personalized financial products that meet the evolving needs of their members.

Tax and Accounting Services

Our expertise in automation and cloud technologies helps tax and accounting firms streamline workflows, enhance data security, and stay compliant with changing regulations. We deliver tools that drive efficiency and accuracy in financial reporting.

Fintech

We work with fintech companies to accelerate innovation through digital transformation and seamless integration of cutting-edge technologies. Our solutions help fintech's scale rapidly, securely, and deliver breakthrough financial services that meet modern customer demands.

Credit Services

We assist credit service providers in optimizing risk assessment and improving customer onboarding through advanced digital platforms. Our cybersecurity expertise ensures sensitive data is protected, while our digital solutions streamline credit operations.

Related Case Studies

Advita / RecordBoss

Advita provides record retrieval services by leveraging artificial intelligence and machine learning to identify, extract and summarize medical records and more to law firms, insurance companies and corporations.…
Read more

Olympia Orthopaedic

Olympia Orthopaedic Associates (Oly Ortho) has been a part of Thurston County, WA since 1972 and has grown to be the largest full-service orthopaedic group in the South Puget Sound…
Read more

M365 Powered HR Process Automation – QuoteWizard

Affirma enhanced QuoteWizard's onboarding and offboarding with automated solutions including Azure Automation, Power Platform, Teams, and SharePoint Online.…
Read more

Partner with Affirma for your Digital and Technology needs.

Other Industries

Travel

Technology

Retail

Need a short description of this service.

Non-Profit

Need a short description of this service.