Many of our clients treat Finivation as an internal partner to help evaluate, design, architect, build, integrate, and support solutions in conjunction with their I.T. teams.  This partnership model allows organizations to efficiently scale up and down on an as needed basis. 

Finivation essentially offers 3 services:

1.  Custom Application Development & Support (Web & Mobile)

Finivation has experience building and supporting most retail banking software applications, including lending, payments, account opening, online and mobile banking, credit card, and CRM applications.

Once solutions are built, Finivation also provides ongoing support and enhancements on an as needed basis. 

2.  Systems Integration Design & Development

As "middleware guys" that have built integration platforms, managed adapter libraries and designed SOA solutions, Finivation has unmatched systems integration experience in the community financial services market.  

Finivation can effectively integrate any system, application or network, including core data processors, ATM & Shared Branch networks, IVR, online and mobile banking, EBPP solutions, payment processors, lending, and branch soltutions.  

Finivation typically starts by reviewing and documenting an organizaiton's current environment and the related connectivity.  With this knowlege Finivation can then effectively architect (or select)  a flexible, scalable and secure multi-channel solution that maximizes manageability, user experience, cross-sell capability and fraud detection.

3.  Application, Platform and Tool Analysis and Selection

Finivation is an independent consultant that can assist with functional and technical due diligence on financial applications and solutions.  This can assist an organization with system selection or provide a potential investor or acquirer with input on a target organization's software.    

Finivation can also draft requirements and run RFI and RFP processes on behalf of our clients. 

Finivation works with community financial institutions and leading technology providers.   

Financial Institutions

Baxter Credit Union

BECU

Desert Schools Federal Credit Union

Royal Credit Union

San Diego County Credit Union

Washington State Employees Credit Union

Technology & Service Providers

Alkami Technology

Andrea (oFlows)

Card Assets

Cerebellum Group

Control Power Systems

CO-OP Financial Services

Credit Union National Association

Fidelity Information Systems (mFoundry)

Fiserv DNA (Open Solutions)

Mindful Insights

Share One

Finivation works with several partners when appropriate to meet our clients' needs. 

Security

1. xCeedium (www.xceedium.com)

Xceedium, Inc., is a network security software company and the leading provider of privileged identity and access management solutions for hybrid-cloud enterprises.

2.  Veteran Technical Services

(http://veterantechnicalservices.com)

V-Tech’s holistic approach to physical and operational security helps clients enhance the safety of critical systems and protect assets.

3.  Veracode (www.veracode.com)

Veracode provides automated static and dynamic application security testing software and remediation services. They scan binary code and produce a prioritized report of flaws. Veracode then works with developers to fix the flaws using the Veracode UI (or an existing IDE) in accordance with the client's risk management policies.

Automation

1.  Software & Management Associates  (www.smausa.com)

OpCon™ is a software product encompassing multiple suites of technologies. Functionality ranging from cross platform enterprise job scheduling, file transfers, file monitoring, numerous third party software interfaces, and system monitoring including complex cross platform event driven automation. SMA is devoted to automating businesses inexpensively, effectively and quickly on every operating system.

Below is a highlight of important industry initiatives.

1.  Credit Union Financial Exchange (CUFX)

CUFX is a new integration standard designed to simplify and reduce redundant system integration efforts seen in our industry.  By simplifying systems integration, credit union members will gain access to new and innovative solutions (e.g., PFM, mobile banking) much more quickly and have a more seamless experience across channels.  

To learn more, please visit:

www.cufxstandards.com

2.  Payments & Wallets

The last five years have brought many new P2P solutions, wallet solutions and POS options.  We continue to test many and we are interested in learning others perspectives on which solutions work best for the end users (payer and payee), the merchant and the financial institution.  

3.  SOA

Reveiwing options to build own ESB, leverage open source solutions (e.g., WSO2) or utilize a traditioanl enterprise solution from a firm like Tibco, WebMethod, Microsoft or Oracle.  

Either way, it is clear the industry needs to simplify integration and the related maintenance so they can focus on serving the custmer/member with the latest solutions (v. spending all the time with systems integration) and leveraging the cross-channel data.