Financial Services


The financial services industry is changing rapidly. Digital wallets are replacing cash; online lending is growing faster than bank loans; challenger banks are gaining market share from established players; robo-advisers are auto piloting investment portfolios, and traditional banks risk becoming merely a “middle man” within the industry landscape.

In addition, customer expectations are rising due to constant exposure to new tech. New business segments and revenue opportunities are opening up but moving too fast to seize them. Financial institutions need to adjust their business models to not only survive, but also thrive in today’s rapidly changing landscape. 

Financial Services

We help clients ideate, innovate and accelerate to stay ahead of the competition

We execute a digital-first mindset. We understand compliance needs in financial services. This combination uniquely positions Orion to help financial institutions: 

  • Rethink, reimagine, and reinvent their business 
  • Enhance the customer experience 
  • Develop new digital products 
  • Enter new business segments 
  • Tap into new revenue 

We focus on addressing clients’ key business priorities:

  • Drive revenue, growth and profitability
  • Re-imagine customer experience to increase trust & loyalty
  • Build scale, resiliency & agility
  • Simplify, personalize & automate businesses 

Digital-first strategy

With extensive financial services domain experience, Orion’s suite of advisory services and technology solutions are driving client success across four strategic pillars: 

  1. Behavioral Science-led Human-Centric CX: Orion elevates the customer experience (CX) by using behavioral science and a human-centric approach to understand experience challenges across various platforms. This expertise allows us to create frictionless experiences that build more robust and engaging relationships between a user and a brand. Learn More
  1. Creating Trusted, Engaging Financial Products: To turn early ideas into products, financial institutions need to move quickly to ideate, design, and develop new products. We help our clients develop next-gen digital products and services, and envision digital journeys to maximize customer engagement, trust, and loyalty. Learn More
  1. Realizing Emerging Financial Services Revenue Opportunities: Having the right, experienced team in place enables financial institutions to constantly evolve their business models. We help our clients change how they do business, with rapid ideation and innovation to reimagine financial services for today’s diverse and decentralized global markets. Learn More
  1. Rapid Market Entry into New Business Segments: There is an urgency for today’s fintechs and financial services companies to accelerate the execution of their most critical strategic objectives. As new business segments emerge, partners that understand the domain can help formulate a market entry strategy and then rapidly execute to enter those markets, capture new revenue streams, and scale. With development and transformation failures costing firms billions annually, Orion has the industry and technology expertise to handle the most complex implementations and integrations. Learn More
We specialize in the following sub-verticals: 

Representative clients

  • Largest Mexican financial institution, having about 20% of the market and 24M+ customers
  • Global Fintech and Payments company with solutions for Banking, Global Commerce, Merchant acquiring, billing and point of sale
  • World’s biggest custodian bank and securities company with $2.4 trillion in assets under management and $46.7 trillion in assets under management
  • Colombian startup Unicorn – from an on-demand delivery startup to the unicorn super app that offers virtually anything consumers might want including Digital financial ecosystem

Key outcomes we deliver

Our solutions have helped clients:

  • Build a human-centric culture and trusted brands
  • Build secure, compliant and efficient digital ecosystems
  • Develop impactful business products that fit to market and scale
  • Create new revenue streams
  • Accelerate go-to-market, onboarding and servicing

A sample of some of the impact we have delivered to clients is as follows:

  • Launched physical cards, debit cards, credit cards – rolled out 1M+ cards in 7+ countries in LATAM
  • Servicing 24M+ mobile customers through mobile banking app
  • WealthTech platform that serves 8,000+ advisors, 30,000+ service operations and 300,000 end customers
  • Modernizing Digital Banking platform that is used by 2,800+ FI’s and 10M+ end customers
  • Implemented leading financial planning, budgeting product at 300+ Banks, Credit Unions and Small FI’s

Positioning Financial Services Organizations for the Future 

We have a strong global presence of 1200+ financial services professionals, with operations in North America, Latin America, Eastern Europe, and Asia. This allows us to deliver offshore and nearshore services for clients, as well as help strategically expand their business into these regions. 

Re-think, re-imagine, and re-invent with a partner deep-rooted in strategy, experience design, and engineering. Contact us to learn how we can help evolve, scale, and optimize your businesses with digital products and services that enhance the customer experience, capture new market opportunities and revenue streams. 

Contact us to learn more.

“The involvement of Orion’s teams in the global setup and launch of RappiPay’s financial services in LATAM has been instrumental for achieving success.​”
Juan Pablo Ortega
Rappi & RappiPay
“From the inception, Orion has been very collaborative, bringing excellent resources to Grange’s core systems MSP engagement. They have demonstrated what a managed services provider relationship should look like, and what to expect. This behavior led to the award of additional MSP services such as help desk and vulnerability patch management services.”
Glenn Watson
Grange Insurance
AVP-Application Development
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