Digital Solutions

Partner with the architects of industry-leading tech platforms

At Fintova Partners, we understand the transformative power of digital. We leverage our deep industry experience spanning over 3 decades of technology evolution at top-tier financial institutions to supercharge your success.

Digital Enablement and Transformation, End-To-End

What We Offer

Digital Strategy and Technology Assessments

Our team of experienced financial services leaders and technology practitioners will help you create, or validate your digital strategy. We will review your technology portfolio to assess capabilities, architecture, governance, data, organizational alignment, budgets, and the technology stack to ensure best practices and optimal outcomes.

Our team can also perform application vendor assessments and conduct RFPs on behalf of your organization, making sure you select the right tool for the right job at the right price. Our methodical approach ensures a thorough review of the subject scope, providing a detailed gap analysis, critical KPIs, identified risks, and recommendations to pursue an optimal target end state.

Data and Technology Architecture

Data is the lifeblood of any organization. The ability to seamlessly share data across functional boundaries is often the difference between an effective, adaptable platform and one plagued by higher costs, increased risks, lack of scale, and a poor user experience for staff and clients, alike. 

For investment management firms, the ability to couple traditional transactional, reference, and market data with alternative unstructured data assets adds valuable context for alpha generation, risk management, and client service. And, for all the transformative power that AI represents, it is nothing without access to highly curated, contemporaneous institutional data.

The underlying data and technology architecture forms the foundation on which these capabilities are built and deployed. Our experts will work with your team to review, design, document, and implement a highly cohesive platform architecture to help your organization become more data-driven, efficient, responsive, and opportunistic.

Artificial Intelligence

The financial services industry is undergoing a seismic shift driven by the rise of artificial intelligence (AI). Similar to other sectors, the increased uptake of AI will automate tasks, transform workflows, and change the very fabric of the industry. From investment analysis and credit monitoring to asset allocation, risk management, and client service, AI will impact a wide range of functions.

To unlock the full potential of AI, firms need robust, domain-savvy models with access to contemporaneous industry and institutional data. This is where we come in. We work with you to identify the most impactful AI applications and assess your AI readiness based on our comprehensive maturity model. We focus on building a strong data foundation, the cornerstone for powering effective AI solutions. We address critical aspects like multi-modal data curation, governance, security, and integration, ensuring your AI platform has the fuel it needs to excel. By collaborating with us, you can harness the transformative power of AI and gain a significant edge in the ever-evolving financial landscape.

Client Experience

We believe that managers will increasingly differentiate themselves by offering a more robust client experience. Objective-driven investment solutions, web-based portals, timely performance analysis, responsive commentary, APIs, and self-service reporting are amongst the capabilities that both institutional and retail investors covet. 

From CRM to portfolios to market data, our team of financial services and technology experts will work with you to create an integrated, unified digital experience for clients. We leverage a cohesive data architecture, responsive UX, and contemporary tooling, including the application of generative AI, to deliver a rich experience. Moreover, we actively research the use of new technologies, like augmented reality, that may shape the future of the manager and investor experience.

Cloud Onboarding

Public cloud offers financial institutions a range of advantages. Beyond the potential savings attributable to strong architecture and governance, cloud allows firms to shift infrastructure costs from CapEx to OpEx, aligning them with revenue. Robust disaster recovery capabilities can further eliminate the need for expensive, redundant, and underutilized infrastructure.  Cloud-hosted virtual desktops simplify IT management and enhance security for remote and hybrid workforces.

But the true game-changer is cloud’s impact on productivity and innovation, including access to cutting-edge tools like generative AI models.

Our team helps financial services migrate to the cloud, from assessing readiness to handling everything from basic migration (“lift and shift”) to full-fledged re-platforming. We ensure seamless integration with market data providers and trading venues, prioritizing security, disaster recovery, and responsible governance while optimizing cost savings.

Application Development and Integration

Whether you’re looking to develop your own proprietary application, or looking to onboard and integrate a third-party vendor system, we’ve got you covered. 

Our team has modern technical skills, and can work with a range of languages, libraries, and frameworks. We utilize an agile/DevSecOps methodology for development, testing, and delivery, and ensure full documentation. We have experience with all the major market and reference data suppliers, and also work with a range of fintech partners that offer solutions for trading, portfolio management, risk management, accounting, operations, investor relations, regtech, martech, and other solutions.

"Investment management is in the throes of transformational change. There's a rapid shift towards data-driven processes and tools like AI. Firms that can leverage data effectively will gain a significant edge in managing assets, mitigating risk, enhancing client service, and streamlining operations."
Gary Maier
Managing Partner

Our Insights

First Digitize, Then Decentralize

This fireside chat with Fintova Partners Managing Partner, Gary Maier, is part of the Digital Asset Leader series. Gary discusses the early days of Blackrock and the origin of Aladdin; the impact of AI and blockchain; delivering strategic value; and other topics.

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Insights from Miami Hedge Fund Week

Miami Hedge Fund Week was truly eye-opening, demonstrating both the atmosphere and assemblage of industry participants that has transformed Florida into a growing financial services and technology hub.

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