IT Solutions for the Banking & Financial Services Industry

Improve the Customer Experience, Manage Risk & Drive Revenue

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Providing Technology Services &  IT Solutions for the Banking & Financial Services Industry throughout Ventura, Los Angeles & San Bernardino Counties

The banking and financial services marketplace is more demanding, and less forgiving, than ever before. With the right technology, your organization can experience profitable growth, optimize the trade life cycle and eradicate risk.

At CPI Solutions, our highly qualified team of experts will help you pinpoint problems, leverage technology and enhance business efficiency so that you can stay one step ahead of the industry. Having worked with many banking and financial service organizations, our team will help you take control of industry trends and issues. Whether your needs are IT consulting, application development, managed IT services or audio visual solutions, we can provide you with a custom solution to meet your business goals and achieve excellence.

Download our FREE Financial Services eBook today!

Featured Case Study: ForwardLine Financial

ForwardLine Financial – Woodland Hills, CA

Company Overview

ForwardLine was founded in 2003 by a team of entrepreneurs and finance professionals committed to providing small business owners an alternative financing solution. A nationwide supplier of financing to small businesses, ForwardLine uses technology and non-traditional credit algorithms to finance 98% of U.S. businesses that banks consider too small and too risky for a business loan.

Customer Challenges

ForwardLine Financial had been running their lending business since 2003 using home grown Excel workbooks. They came to CPI looking to take their business to the next level and they realized that Excel posed too many limitations on their plans for growth. Years of data, complex financial calculations, and custom business requirements needed to be gathered and captured into an enterprise-level application. In addition, a solid cutover plan needed to be developed to provide a smooth and seamless transition to the new system, without business interruption.

Technology Solution

CPI architected a system that currently provides ForwardLine with the ability to manage their business, update information, process loan payments, and run reports – all over the web in real time. During our planning phase we worked closely with ForwardLine staff to develop a clear understanding of their business requirements. Since launching Overview, Forwardline has seen immediate results.

Business Results ForwardLine offers unique loans to small businesses which involves daily loan payments, interest accrual, and a multitude of complex financial calculations that they use to measure the health of their accounts. To ensure that the application performs as quickly as possible, CPI created a data warehousing strategy that is updated intelligently only when a specific customer’s information has changed. This allows the screens and the reports to run extremely quickly. All of the calculations were centralized into a Business Logic layer which provides consistent and accurate data each and every time a calculation is requested. We are currently working with ForwardLine to extend the system directly to their customers.

What Our Clients Say
For more information about the IT solutions that we provide for the Banking & Financial Services Industry, please contact us online or call (888) 640-9955.
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