Financial Services

With proven solution frameworks designed to address the specific business needs of the financial services industry, Tekvana is helping firms achieve regulatory compliance, minimize risk, optimize critical functions and reduce costs in the Banking, Brokerage, Wealth Management, Capital Markets, Investment Management, and Insurance sectors.


Tekvana has specialized experience working with financial institutions in the areas of strategy development, risk management and process optimization.

New Account Opening

Tekvana offers a portal-based solution that streamlines the new account enrollment process from electronic application to digital signature.

Trade Confirmations

Tekvana Solutions has developed a Derivatives Confirmation solution that helps financial organization automate and manage confirmation processes.

FDIC Compliance Archiving

Tekvana has proven approaches to developing an archiving strategy for legacy content and data for applications that may be obsolete, redundant and potentially non-compliant.

Contracts Management

Financial services firms are typically challenged with the arduous task of producing, reviewing and finalizing contracts.