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 the business strategy is a key success factor in technology projects across financial services. We also recognize that implementation challenges of digital products (standardized and bespoke) vary from enterprise to enterprise.

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

Our team kicks-off every engagement with an implementation strategy workshop. 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 outcome of the joint implementation strategy workshop is 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 instills project management rigor to define accountability across project resources, and mitigate risks. Notably, we document project milestones and monitor site-specific functionality requirements.

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

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