Technology consulting for banking and financial services

Banks and financial institutions face constant pressure to operate smarter, faster, and more securely. K2 Partnering Solutions helps firms build the technology foundations that make this possible. Our technology consulting for banking and financial services covers strategic advisory, project delivery, and application management services across your entire tech stack to help your business stay compliant, agile, and ready for what’s next.

We partner with SAP to modernize core financial processes, Salesforce to strengthen client relationships, and ServiceNow to streamline IT and business workflows.

Discover more

Proven results in financial services

Global financial services clients
0
Client satisfaction rating
0 %
Years of financial industry experience
0 +
YoY growth of K2’s financial sector solutions
0 %
“K2 delivered a customized Salesforce solution to help a U.S. bank launch a wealth management portal. The new platform transformed how customers interact with advisors, ensured compliance with financial regulations, and supported future digital transformation.”
Find out more about this K2 banking project

Financial services success stories

Browse all banking and financial services success stories

Technology practice areas for financial services

SAP

  • Streamline core banking: Automate transaction processing, manage accounts, and improve regulatory compliance with SAP S/4HANA Finance.
  • Optimize risk management: Leverage SAP Risk Management to monitor credit, market, and operational risks across financial institutions efficiently.
  • Enhance client insights: Apply SAP Customer Data Platform to unify investor and account data, enabling personalized services and cross-selling.
Bob Politi - Global Head of SAP Consulting Practice

Bob Politi

Global Head of SAP Consulting Practice

LinkedIn Email

Salesforce

  • Strengthen relationship management: Track client relationships, anticipate needs, and proactively manage banking and insurance portfolios for higher retention.
  • Transform customer engagement: Deploy Agentforce Financial Services to deliver tailored wealth management, insurance, and banking experiences.
  • Automate client onboarding: Use Salesforce workflows to streamline new account, loan, and product onboarding, reducing manual effort effectively.
Alex Scalzo - Global Head of Salesforce Consulting Practice

Alex Scalzo

Global Head of Salesforce Consulting Practice

LinkedIn Email

ServiceNow

  • Accelerate IT service management: Implement ServiceNow ITSM to handle banking IT incidents, system outages, and digital platform maintenance efficiently.
  • Centralize risk and compliance: Monitor regulatory adherence, audit readiness, and operational risk with ServiceNow Integrated Risk Management (IRM).
  • Improve customer support: Resolve client inquiries seamlessly across multiple channels and boost satisfaction scores by using ServiceNow CSM.

Explore K2’s end-to-end consulting services

Strategic advisory

Empower technology to meet business objectives with K2’s strategic advisory services and actionable roadmaps. 

S-Imple project delivery

Accelerate ROI on your most critical projects through our battle-tested proprietary delivery methodology, S-Imple.

Thrive AMS

Maximize system performance while reducing operational disruptions using K2’s Thrive solution for AMS.

Let’s talk about your consulting needs

Contact us to discuss technology consulting for banking and financial services

By providing a telephone number and submitting the form you are consenting to be contacted by SMS text message. Message & data rates may apply. Reply STOP to opt out of further messaging.