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FINANCE

 

 

RETAIN, ACQUIRE AND GROW CUSTOMER BUSINESS

CRAFT A DIGITAL EXPERIENCE YOUR CUSTOMERS CAN BANK ON.

 

Banking and financial institutions embraced digital innovation at a record pace. Whether organic or through mergers and acquisitions (M&A), the focus is on reaching new geographies and new customers with new offerings.

But growth alone is not enough. You must retain your current customers and give them a good reason to expand their portfolio with you. Competition is fierce and the winners will be those that deliver the most convenient, intuitive and secure digital experiences. In today’s environment, a poorly performing trading or banking application will spread like wildfire on social media and customers will gravitate toward competitors if they offer a better online experience.

At Presidio, we provide technology and solutions that empower financial services organizations to retain and expand customer portfolios, while attracting new clients with unmatched user experiences.

 

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SOLUTIONS

Presidio offers an expansive portfolio of flexible solutions, tailored to customer- and employee-centric experiences for financial services companies. We bring industry-leading expertise and experience to optimize your infrastructure.

 

 

SECURITY

Customers expect speed and security. Presidio helps financial institutions build digital trust with secure, high-performance infrastructure. From identity management to compliance and threat detection, we embed cybersecurity into every solution—whether cloud, hybrid, or on-premises.

CLOUD

  
 

Legacy applications can’t keep up with modern customer expectations. Presidio helps financial institutions re-platform critical apps to the cloud, ensuring performance, agility, and minimal downtime. Our proven approach aligns the right applications with the right cloud strategy—so you stay competitive and ready to adapt.

INFRASTRUCTURE MODERNIZATION

Mergers and acquisitions test your IT limits. Presidio designs scalable, secure systems to help banks quickly integrate new branches, employees, and data. Our automation and flexible architectures accelerate post-acquisition value—reducing complexity and ensuring seamless expansion.

WORKFORCE TRANSFORMATION

Today’s virtual workforce needs secure, seamless collaboration. Presidio delivers mobility, AI-powered support, and contact center solutions that enhance employee productivity and customer experience—anytime, anywhere. The result: lower costs, stronger support, and new revenue opportunities.

CLIENT STORIES

Sales and Engineering Teams in action at our annual Exchange sales conference.

CORE CAPABILITIES

 

Innovate faster, build new revenue streams and boost customer experience without the cost and risk of dated systems.

 

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Transform your industry today.

TALK TO OUR TEAM