Enrich Customer Experiences With Financial Services

Toptal的金融服务专家与企业合作,最大限度地利用当今的机会, modernize for the future, 并设计超越安全提供卓越的个性化服务体验.

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Trusted By Leading Industry Brands

Toptal帮助我们取得了更好的结果,比其他任何人都快. Their talent brought the right expertise for the job, 没有传统咨询公司带来的管理费用和成本.

Executive Managing Director, Global Financial Services Company
Financial Services clients
2,000+
Financial Services projects
5,200+
Trial to hire success ratio
98%

INDUSTRY CAPABILITIES

Unrivaled Financial Services Experience

Financial Services landscapes are changing at a rapid pace. 凭借Toptal在金融服务领域的世界级能力,保持领先地位. We’ll increase your business value with better systems, optimized data, and transformed processes for enriched customer experiences.

Data, Analytics & AI

Integrate Analytics & 将人工智能融入金融服务运营的方方面面,有效塑造积极成果,保持领先地位.

Digital Transformation

Transform your business to digital-first, enhance customer experiences, gain a competitive edge, and maintain fiscal responsibility.

Payments Services

Leverage secure customer journeys supported by embedded payments, augmented reality, BNPL options, digital currencies, and wallets.

Cybersecurity

通过我们的数字身份认证和世界一流的数据隐私解决方案,确保您的财务运营安全,确保无与伦比的信任.

Finance 4.0

通过自动承保彻底改变您的财务操作, claims, drone assessments, virtual assistance, and telematics.

Omnichannel Services

使用集成和api优化金融行业的全渠道体验,以实现无缝的客户参与.

Data, Analytics & AI

Integrate Analytics & 将人工智能融入金融服务运营的方方面面,有效塑造积极成果,保持领先地位.

Digital Transformation

Transform your business to digital-first, enhance customer experiences, gain a competitive edge, and maintain fiscal responsibility.

Payments Services

Leverage secure customer journeys supported by embedded payments, augmented reality, BNPL options, digital currencies, and wallets.

Cybersecurity

通过我们的数字身份认证和世界一流的数据隐私解决方案,确保您的财务运营安全,确保无与伦比的信任.

Finance 4.0

通过自动承保彻底改变您的财务操作, claims, drone assessments, virtual assistance, and telematics.

Omnichannel Services

使用集成和api优化金融行业的全渠道体验,以实现无缝的客户参与.

Hear from Financial Leaders

Preparing for the New Normal

As CHRO for the financial services firm Edward Jones, Kristin Johnson分享了为什么以人为本的公司很重要, the importance of respecting the individual, 以及在男性主导的行业中担任高管是什么感觉.

by Kristin JohnsonListen to This Podcast on
Kristin Johnson

关注你的培训如何使你的员工受益——你的才能——以及它如何帮助他们实现自己的潜力. If training is focused on the bottom line, it can be a limiter.

Kristin Johnson

Chief Human Resources Officer of Edward Jones

Edward Jones

CUSTOMIZED SOLUTIONS

Get the Toptal Advantage

Alongside traditional consulting, 我们的专家顾问和人才利用Toptal的端到端交付模式提供战略和战术解决方案, discover, and recover your competitive advantage using 3 effective methods:

Industry Leading Expertise

知识渊博的行业专家,在金融服务方面拥有丰富的经验,因此您可以专注于真正重要的事情.

Industry Insights

熟练的金融行业分析师准备评估市场趋势,以制定与您的业务相关的策略.

Industry Implementers

一个由高技能建设者组成的人才网络,随时准备为您的组织的成功实施这些金融服务战略.

通过Toptal的金融服务解决方案提供可盈利的经验

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Why organizations choose us

Toptal in Action

从Toptal网络中发现全球客户享受的尖端解决方案.

Toptal帮助财富1000强保险公司的产品发布转变,将内部生产力提高了30%

Challenge: 将一家领先的保险公司从第三方转移到内部管理,以推出以客户为中心的虚拟钱包, akin to advancements in banking.

solution icon Outcome

Improved efficacy, reduced overhead

Toptal简化了客户的流程,用两名经验丰富的专家取代了9名承包商. 这种合作加快了产品的推出,提高了产品的整体功效.

impact icon Impact

Unlocking new potential

产品的发布为母公司吸引了一批年轻的新客户. 在一个有能力的内部团队和Toptal的协助下,该平台实现了可扩展性.

Toptal通过强大的API集成和自动化连接银行

Challenge: 一家美国金融机构需要为手机银行用户修复其效率低下的服务定位门户, as manual updates led to internal inefficiencies.

solution icon Outcome

Experienced staffing, expedited

在48小时内,Toptal组建了一个团队来构建一个用于更新分支工作时间的自动解决方案.

impact icon Impact

Expert developers, exceptional results

Toptal’s developers delivered a low-latency solution connecting 2,600 branches and 19,000 ATMs across the US.

Toptal通过api优先策略每年为投资顾问节省约50万美元

Challenge: 重组后,为某投资咨询公司优化数据整合和客户管理.

solution icon Outcome

Fully managed expertise, on demand

Toptal’s talent evaluated the client’s system, 确定过时的管理和不可扩展的连接是关键问题.

impact icon Impact

High-availability at scale

With a new API-focused model, the client saved 5,000 hours worth an estimated $500,000 annually, while enhancing user experience and data consistency, and reducing errors.

Need a Financial Services expert who delivers value fast?

Connect with Toptal’s Financial Team

从开发创新的金融服务战略到推动可持续变革, 我们的团队通过峰值咨询和团队扩展,为领先的金融服务企业领导了许多项目.

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Bobby Ip

Bobby Ip

Toptal Financial Services Industry Leader

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Industry Insights

Explore Insights From the Industry

从领先的金融技术到提供创新的解决方案, 了解我们的专家如何将行业见解塑造成功能解决方案,帮助组织在竞争对手之前提供卓越的服务.

Profitability and Efficiency

Better Digital Banking Through Data Analytics

银行还没有从向数字产品和服务的过渡中看到预期的节省. 美国一些大型银行的首席顾问分享了他使用更智能的客户数据分析来削减成本和提高客户满意度的逐步计划.
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Mohamed Zarrugh
Verified Expert in Finance

穆罕默德是一位金融专家,曾在摩根大通和富国银行担任执行内部咨询职务, 改变运营方式,每年为公司节省1.8亿美元. 他擅长战略规划、绩效管理和过程改进计划.

Read more

Previously At

JP Morgan Chase
Stefan Thelin

Stefan是Cargotec数据驱动洞察和分析总监, a leading provider of cargo and loading solutions. He has also served as an M&A director and a startup CFO, 并在苏格兰皇家银行担任杠杆融资经理,领导金融建模和分析.

Collaboration that works

How to Work with Toptal For Your Financial Services Needs

在数小时内,而不是数周或数月,我们的网络将为您直接匹配全球行业专家.

1

Talk to a Financial Industry Lead

我们团队的专家将与您一起了解您的目标, technical needs, and team dynamics.
2

Meet Your Tailored Team

Enhance your internal team with Toptal talent. 他们将与你的团队合作,增加专业知识和额外的能力.
3

The Right Fit, Every Time

与Toptal的财务团队一起试用(满意才付薪水), ensuring that your needs are ultimately met.

Deliver profitable experiences with Toptal’s Financial Solutions

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