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Financial Services


When it comes to technology, financial services firms are leading the way. The term Fin-Tech was coined due to the rapid adoption of new technologies. However, maintaining the competitive edge has always been a challenge because of the rapid advancement in technology.

Our deep experience in mortgage lending, specialty finance, insurance and M&A help us create the desired business outcome for your firm.

CIO Advise has worked with many financial services firms to digitally automate their processes and upgrade technology. We perform a comprehensive business technology process mapping to ensure the right technology is in the right place at the right time.