Profit from our consulting skills

You need to chart a digital transformation journey to address your unique business requirements and challenges. Further, projects should be completed on time and within budget to maximize return on investment.

Portfolio+ understands that execution of business strategy is a key success factor in technology projects across financial services. We also recognize that implementation challenges of standardized and bespoke digital products vary from enterprise to enterprise. So, we design and validate growth strategies as well as business models prior to implementation.

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Portfolio+ can help your bank or financial institution increase profits
Strategy-Workshop graphic

Our discovery and advisory team initiates every engagement after acquiring a holistic understanding of the business landscape. It is useful for mapping product features to requirements. Moreover, the assessment of existing IT infrastructure and business processes enables better alignment of technical services, including product upgrades.

The discovery and advisory team creates a plan of action along with project milestones and timelines for every solution implementation. It helps stakeholders take informed decisions on resource allocation, go-live date, and phases of implementation, among other issues.

Our team of seasoned practitioners instills project management rigor to define accountability across project resources, and mitigate risks. Notably, we document the pathway to go-live and mitigate project risks. Further, our service engagement models accelerate time-to-market.

  • Pre-sales engagement
  • Business process reengineering
  • Technical / infrastructure advisory services
  • Implementation strategy workshop
  • Core solution / product enhancement
  • Product release management and governance
  • Software and project management expertise
  • Comprehensive implementation strategy – from requirements gathering to go-live support
  • Dedicated account manager
  • Portfolio+ Advantage, a knowledge portal about our APIs and detailed documentation of our product suite
  • Portfolio+ User Group, our community of banking professionals and financial services experts

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