Skip to content
Search to learn about InterSystems products and solutions, career opportunities, and more.
Financial Services

Empowering the World’s Leading Organizations to See Around Corners

financial services professional analyzing a graph of financial data

Software Solutions for the Financial Services Industry

In capital markets, asset management, retail and commercial banking, hedge funds and insurance, InterSystems is helping the world’s most successful financial institutions meet their toughest challenges.

These organizations depend on InterSystems IRIS® data platform to help them gain real-time, on-demand visibility and utility from their existing legacy enterprise data and applications.
businessman in suit smiling in a conference room at the office
Making the shift to a digital, data-driven approach possible
We enable businesses to take advantage of a 360-degree view of data from inside and outside the organization, delivering a wide range of benefits, including:
Improved Decision Support
Outstanding Customer Experiences
Better Compliance
Stronger Risk Management
Increased Revenue Generation
Enhanced Operational Excellence
Accelerated Innovation

Better Service Your Employees, Partners and Customers

InterSystems provides a powerful set of solutions and capabilities that are enabling financial services firms of all sizes to better service their employees, partners, and customers.
Feb 17, 2022
Use Case
A holistic 360-degree view of the enterprise enhances a firm’s ability to respond to growth opportunities and address challenges in an agile manner
Feb 19, 2022
Use Case
An accurate and current 360-degree view of the customer is essential for financial organizations to compete and win.
May 25, 2023
Financial Services
Enabling asset management firms to create and maintain an end-to-end single source of truth

Feb 17, 2022
Use Case
Implement a real-time, bidirectional gateway between cloud-based fintech applications and customers’ production applications & data assets
InterSystems IRIS
Financial services organizations rely on InterSystems IRIS® data platform to gain real-time, on-demand visibility and utility from their existing legacy enterprise data and applications.
TD Ameritrade
Rathbones - Look forward
Credit Suisse
various bar and line graphs layered over tables of financial data
Capital Markets
Performance of In-Memory with Built-In Persistence
In capital markets, real time performance, scalability, and reliability are critical, especially as markets unexpectedly spike. InterSystems IRIS is powering a wide range of mission-critical, real time, high-throughput transactional-analytic applications throughout financial services organizations worldwide.

In fact, multi-asset trading platforms powered by InterSystems IRIS are processing billions of transactions every day.
two coworkers looking at a third while having a conversation in the office
Retail & Commercial Banking
Leveraging Data to Compete in the 21st Century
Banks need to effectively leverage their financial data to provide a superior customer experience, better manage risk, comply with regulations, and make more profitable business decisions faster.

With InterSystems data platform technology, retail and commercial banks are able to:

  • Make better business decisions by leveraging a complete, transparent view into all enterprise-wide and customer data
  • Improve productivity by streamlining operational processes that span multiple back-end applications and data silos
  • Reduce customer churn and provide customers with individualized services and offers in real time
  • Automate digital customer onboarding and interactions faster while complying with Know Your Customer (KYC) and other regulations
glowing screen showing various line graphs
Innovate Faster, Disrupt Faster, Scale Faster
FinTech companies ability to innovate and create new services quickly requires a new kind of financial data platform – one that allows them to build and deploy data intensive, AI-enabled, cloud native applications faster, leveraging a cloud-agnostic platform that can scale on demand as customer adoption and workloads spike.

InterSystems IRIS is built for ISVs, and is at the core of some of the most battle-tested enterprise financial software products in the world, providing:
  • Fastest time to value from whiteboard to production
  • Optimized for a wide range of real-time, high throughput, machine learning enabled applications throughout the financial services industry
  • Superior resource efficiency delivers low total cost of ownership (TCO)
  • Flexible deployment options include on premises, public and private cloud, and hybrid environments without requiring changes to the applications
smiling woman sitting at her desk ready to take notes
Gain New Insights From More Data and Transform Your Business
InterSystems IRIS is enabling insurance companies to include and analyze more information from their legacy applications and from various third-party, open source, and social sources for improved business operations and decision making, reduced risk, and to develop new products and revenue sources faster.

With InterSystems data platform technology, insurance organizations are able to:

  • Lower risk through improved transparency
  • Improve customer experiences and reduce customer churn
  • Deliver new revenue generating services by leveraging new data sources to capture larger share-of-wallet
  • Comply with new industry regulations faster
  • Simplify IT infrastructure and lower total cost of ownership

Financial Services Related News

May 14, 2022
A Global Survey of 554 Line of Business Leaders
We surveyed 554 financial services business leaders, globally, to understand the biggest technology and data challenges their organizations face, as well as their key data initiatives and priorities for the next 12 months, and their views on collaborating with fintechs.
Nov 21, 2019
One of the world’s largest investment banks migrated their main equity trade management application to InterSystems data platform technology.
Mar 28, 2022
The Challenge Broadridge Financial Solutions, a $5-billion global fintech leader handling $7TN of fixed income and equities securities trades per day, needed a better way to manage and distribute growing volumes of data.
Mar 12, 2022
Empowering The World’s Leading Financial Services Organizations to Accelerate Innovation and See Around Corners Financial services organizations have long recognized that maintaining a complete, accurate, and current view of their distributed enterprise data can transform the way they collaborate, compete, serve clients, and make decisions. Becoming a data-led organization, however, is often far more complicated than business leaders expect, and delivering the right data to support critical business needs is becoming increasingly challenging.
Nov 16, 2021
MFS created its Global Portfolio Modeler (GPM) application to help mitigate investment, operational, and technological risk.
Feb 26, 2022
Challenges, Collaboration, and Cloud
The Covid-19 pandemic brought about significant challenges and disruption for many organisations. But for the fintech sector it also sparked dramatic growth owing to changes in consumer banking and spending habits, as well as an increase in digitalisation among traditional financial services institutions.
Mar 09, 2022
A survey of 250 financial leaders
How financial firms can use enterprise data to drive actionable insights across their business teams. Executive Summary Modern data management technology enables organizations to aggregate data from multiple, siloed sources into a consistent structure and context. This has led to numerous innovations in various industries. In the finance industry, data management executives have used the technology to break down silos, improve data quality, and deliver more meaningful insights to the organization.

Take The Next Step

We’d love to talk. Fill in some details and we’ll be in touch.
*Required Fields
Highlighted fields are required
*Required Fields
Highlighted fields are required

By submitting your business contact information to InterSystems through this form, you acknowledge and agree that InterSystems may process this information, for the purpose of fulfilling your submission, through a system hosted in the United States, but maintained consistent with any applicable data protection laws.

** By selecting yes, you give consent to be contacted for news, updates and other marketing purposes related to existing and future InterSystems products and events. In addition, you consent to your business contact information being entered into our CRM solution that is hosted in the United States, but maintained consistent with applicable data protection laws.