- Design Thinking workshops and technical concepts
- Quantitive and qualitative analyses
- Primary and secondary research
- Ideation and product strategy definition
Symphony revolutionizes the financial and insurance sector with innovative solutions
Bringing cutting-edge financial technology expertise to your fingertips
Symphony delivers best-in-class customer experience and decision-making solutions that allow financial institutions to generate better profits and become the provider of choice for consumers
What we offer
Accelerating innovation in finance and insurance sector
At Symphony, we understand the unique demands of the financial and insurance industry. We combine expertise from retail and big tech, merging it with financial knowledge to enhance traditional products. Leveraging our vast product experience, we collaborate with financial and insurance clients to modernize their product portfolios. Our capabilities include legacy modernization, cloud migration, workflow optimization, and the creation of cohesive customer experiences.

Our impact in the finance and insurance sector
25
+
10
+
30
+
+
5
M
$
450
M
How we partner with financial and insurance companies

Legacy modernization and cloud migration
- Core banking systems transformation with next-gen technology
- Seamless transition from legacy to cloud environments
- Scalable, flexible infrastructure for future innovation and growth
Customer experience
- Market standards-supported functionalities
- Data analytics
- Performance optimization
- Human-centered product design
- Consumer and business goal alignment
Workflow optimization
- Process automation for productivity
- Reduction in operational costs
- Unique financial institution workflow solutions
- Process analytics
- Business intelligence for decision-making
Financial services in retail
- Payment provider integration
- CRM system connectivity
- Multi-tenant system architecture
- Scalable cloud deployment
- Microservices and serverless architecture
Financial services integration
- Financial product and tech ecosystem unification
- Seamless integration capabilities
- Robust, interconnected financial service experience
- Service delivery enhancement
- Integrated customer-facing and backend platforms
Advanced analytics and AI/ML
- Data-driven insights for personalized financial services
- AI/ML models transforming decision-making and risk management
- Intelligent automation and predictive analytics
Quick overview of some of our results in financial services & insurance
Advanced analytics and AI/ML
95%
Covered 95% of the market with financial platform solution integrations
For 140K US healthcare private practice providers, built an AI Co-pilot automating the reconciliation process between expected and realized payments, enabling a breakdown of bank balances and average daily transactions
Workflow optimization
1M
Built an inventory and payment platform scaling it to 1M paying customers
For a global solar energy provider, built a platform to manage PAYG solar power for developing countries, including management of mobile payment transactions
360-degree
360-degree overview of clients with an internal banking dashboard system
For a European commercial bank, automated reporting solution for managers and administrators from Excel sheets to an internal dashboard offering scorecards and management tools
Financial services integration
450%
450% sales increase year-over-year
For a high-tech life insurance company, expanded the platform and offered its infrastructure as a service to other companies by working on all core parts of the system. 85% of new younger applicants joined the platform
$17M
Provided consulting services securing $17M in funding
For a data security service provider, provided consulting to simulate an end-user experience and identify aspects to improve the customer experience, as well as helped enable businesses to process transactions easily and securely
Customer experience
3 months
Delivered an MVP in under 3 months
For a wallet-as-a-service provider, built an order-ahead mobile app that enables users to place orders in quick-service restaurants and pay with a merchant-branded balance
9 weeks
Accelerated roadmap and delivered mobile app in 9 weeks
For a payments infrastructure provider, accelerated the roadmap, built internal capabilities, and sped up processes by developing a checkout solution, integrating EBT payments into existing checkout flows, and offering distinct input fields
4 intgs
4 system integrations with external systems
For a bookkeeping services provider, built a platform that provides automatic transaction imports, bank reconciliations, and real-time updates to enhance bookkeeping services and save time for company owners
Legacy modernization and cloud migration
300K
Supported 300K customer users on the first day by revolutionizing digital banking
For a European commercial bank, replaced outdated, monolithic e-banking system with modern microservice architecture and advanced mobile solutions resulting in an 8% increase in customer satisfaction within 30 days
Financial services in retail
1st
Built the 1st end-to-end online marketplace for electric vehicles
For a reseller of used electric vehicles, we ensured a smooth transition toward sustainable transportation and built an EV-focused web portal assisting consumers in purchasing used EVs, with payment and delivery features
70%
Shortened the credit approval process by 70%
For a retail chain, enabled digital transformation by creating a mini cash loan system and financing solution to replace a non-scalable legacy tool, which approves or rejects loan applications and defines purchase credit limit
Architecture modernization
70%
Increased investment intelligence platform performance by 70%
For a financial services company, developed and executed a high-level software revamp strategy, coached the client's in-house team, tracked stock and equity insights in real-time, boosting customer acquisition and reducing churn
By 70%
Decreased deployment time by 70%
For a European healthcare certification solution provider, rewrote healthcare claims and accounting apps, built a billing system, and created a mobile app, decreasing the deployment time and growing the user base to become the #1 healthcare app on the Dutch market
About Symphony
Symphony partners with financial and insurance firms to unlock value and deliver innovation

- Discovery sprint
- Wireframes and product prototypes
- Solution architecture design
- Initial product roadmap & high-level system capabilities
- User interface research and testing
- Time and cost estimation
- Custom product development
- Integration with third-party systems
- High-fidelity designs
- Continuous product discovery, research and validation
- Refactoring and migration
- Quality assurance, usability testing and user feedback
- Infrastructure setup and maintenance
- Data collection and analytics
- Product growth strategy
- Primary and secondary research
- Continuous validation