New Odyssey
Back to Diagnostic
DiagnosticFinancial Services

Integration Diagnostic for Financial Services

Thorough analysis of your financial technology landscape to uncover automation opportunities while ensuring regulatory compliance.

2-3 weeks

Assessment duration

75+

Integration points analyzed

15-20

Automation opportunities

5-year

TCO analysis

Financial Services Scope

1

Core banking and trading system connectivity

2

Regulatory reporting workflow analysis

3

Client onboarding and KYC processes

4

Data aggregation and reporting

5

Security and compliance requirements

Expected Outcomes

Compliance-ready integration roadmap
Client onboarding acceleration opportunities
Reporting automation potential
Data quality improvement plan
Vendor consolidation recommendations

Typical Systems Involved

SalesforceWorkdaySAPBloombergRefinitiv

Ready to get started with Diagnostic?

Learn how the Integration Diagnostic can transform your financial services integration landscape.