Financial Services

Accelerate Business Performance

Financial Services

Trusted, Cloud-Based Solutions

Business Optimization

The financial services industry requires rapid response to ever-changing requirements, regulations, and financial pressures.

Menlo Technologies can help you optimize business processes allowing you to improve operational efficiency and manage the complexities of regulatory reform. Our customized software solutions deliver true value with:

  • Server and application status
  • Utilization of Servers, RAM, Storage
  • Overall system performance
  • Firewall security
  • Generation of reports
  • Issue tracking
  • Network throughput

Data Analytics

The constantly expanding volume of unstructured data in the financial services industry is a blessing and a curse.

Menlo Technologies will help you understand and interpret your data with best practices for information management that include data ownership, data architecture, sourcing, modeling, validation, cleansing, access, distribution practices, retention and archival policies. We’ll also give your customers access to self-service analytics tools including:

Pervasive Analytics

Publishing reports to help embed predictive analytics into all business processes

Social Analytics

Utilizing social decision-making combined with analytics

Scalable Analytics

Creating tools to help users interpret Big Data

Cloud Analytics

Providing SaaS-based data warehousing

Real-time Analytics

Providing self-explanatory, business-oriented analytics

Digital Experience

The financial services industry is embracing digital.

The financial services industry is embracing digital in areas like mobile banking, customer complaint reporting, customer engagement, and employee education. Menlo Technologies will help you integrate digital experience into your overall business strategy:

  • Implementing methods that enable changes to be made quickly on digital platforms such as websites, mobile, social, and portals
  • Embracing a mobile-first mindset
  • Creating a seamless customer experience by embracing and integrating technology like social media platforms, the web, and mobile
  • Upgrading customer-facing systems to improve and expedite interactions
  • Transforming the customer experience

Regulatory Compliance

Regulatory challenges will continue to impact the financial services industry for years to come.

Many institutions are struggling to improve their ability to respond as they seek to recover lost income from traditional revenue streams.
Regulatory compliance, compliance frameworks, and standards have generated a demand for compliance-related technology and integrated risk management-related technology services for middle-office operations. Menlo’s compliance management and services solutions provide regulatory risk management, while our frameworks encompass technology management and bank compliance that can improve:

  • Risk and regulatory reporting
  • Information security
  • IT governance
  • IT assurance

“The Playa Spend Management system helps us make sense of the myriad of costs and services in Azure. We like the taggings feature for Cost Allocation as well as the analytics. Overall, I think it is pretty good!”

- Josh Saunders, CTO

Trilliant Health

“I wanted to express how happy I am with the project thus far. I've been impressed with the efficiency of the systems and communication. The guys in India are quite good!”

- Bob Mc Crae

Semler Scientific

“The Menlo team, particularly Phani, Kalyan and Venkat are an absolute joy to work with.”

- Doug Hubbard, Senior Software Architect

The Jockey Club

“I absolutely love working with your team. When we showed the app to our executive team, they were totally knocked out... they are stoked… think it looks great... they are just loving it.”

- Joe Fabris, Founder

Plus 3

“They are a good team and were enthusiastic about being part of the project’s success.”

- Aiga Ono, Assistant GM

Toshiba Memory America

“Since we've been working with Menlo Technologies for a long time, the inherent knowledge they have with our systems has been invaluable.”

- Song Huang, VP Products & Technology


“Menlo is our first and only partner - their blended model of on-shore and off-shore support works extremely well.”

- Director of IT

Renesas Electronics America

“We're impressed by the flexibility and functionality of Azure, and Menlo Technologies has been a great partner to help us.”

- Brian Westcott, CEO

Intelligent Structures

“I just wanted to take the time to tell you that I have been monitoring the interaction between Omnicia and Menlo and your deliverables. I am impressed with what I have seen thus far. Our decision to work with Menlo was a good one. I look forward to a long partnership.”

- Reuben Jenkins, President & CEO, CO-Founder


“Rani and team doing an excellent job. When they demo’d to other doctors, the reaction was ‘Wow!”


“Srinivas is doing a great job. We really like working with him.”

- Jason McBride


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