Capital Markets

Salesforce Tile

Salesforce

Workday

AI & ML

Blockchain

OUR CORE OFFERINGS

Consulting — by professionals who understand capital markets business and technology, providing

  • Consulting & Implementation
  • Customization & Integration
  • Data Management
  • Strategic Sourcing

Expertise — in leading-edge technologies and innovative solutions, in the areas of :

  • Salesforce.com
Customer Relationship Management software and applications focused on Sales, Customer Service, Marketing Automation, Commerce, Communities, Analytics, and Application Development.
  • Workday
Enterprise Management focused on Finance, HR, planning, and spend management.
  • Blockchain
Distributed ledger technology in the financial services sector. Building platforms such as HyperLedger Fabric, R3’s Corda and Ethereum. Digital KYC, Bank Collaboration, Trade Reconciliation, Corporate Bond Trading Platform, Building Trading Platform for the Crypto Exchanges, NFT based Customer Royalty Programs.
  • AI and Machine Learning
Natural Language Understanding and Generation. Predictive Analytics, Forecasting, Optimization, Web-scraping & targeted data mining from images, documents, or different formatted documents. Intelligent Data Extraction Framework solves complex data extraction problems leveraging state-of-the-art AI and ML technologies.
  • Process Automation & Simulation
Process automation services by bringing innovations in Robotic Process Automation to dramatically reduce complexity and total cost of ownership. End to end automation services from assessment, analysis, design, implementation, and support.
  • Test Management & Trade Workflows
Define and support the test management process, manage use cases, test cases, test data and trade workflow related to the testing of the financial applications for new implementations, major upgrades, patch releases and system conversions.

THE VALUE WE BRING

SUBJECT MATTER & DOMAIN EXPERTISE

Specialized and proven real-world experience of seasoned industry professionals

CONSULTING DEPTH

Full range of consulting and implementation services spanning the entire project lifecycle

COMPREHENSIVE TEST AUTOMATION

Fully automated end-to-end testing framework for client applications

ACCELERATED TIME TO MARKET

Pre-packaged Frameworks and Solutions

SCALABILITY & REUSABILITY

Build once, deploy many times across financial applications and businesses ensuring high reusability

COST & RESOURCE EFFICIENCY

Substantial cost savings and accelerated ROI, as well as right-sized resource allocation with increased productivity

OUR STORY

O3 Technology Solutions began in 2004 as a boutique consulting services firm focused in the derivatives and risk management sectors. The firm specialized in delivering solutions that spanned front-office through back-office trading operations across a wide asset class. Our work often encompassed downstream processes and accounting, testing and technology migrations with both third party (Calypso / Misys / Murex / OpenLink and others) and proprietary platforms.

An active integration practice tied this foundation to other financial systems in our client’s environments to address “end to end processes”. A large part of our work then as well as now encompassed testing.

OUR CLIENTS

Our clients include multinational banks, domestic / regional banks, corporate treasuries, insurance companies, hedge funds, investment management firms and government sponsored entities.