Serving financial industry businesses from New York, New Jersey, Chicago, and Charlotte

Turn Fragmented
Financial Data Into
One Trusted Operating Picture

Data engineering, automation, and applied AI built specifically for financial services teams across New York, New Jersey, Chicago, and Charlotte.

Schedule a ConsultationSee how it works
Financial Reporting SnapshotLive
Reconciliation cycle time78%
18h
vs 82 hour manual reconciliation baseline
Trade data
92%
Risk models
88%
Compliance
96%
AI Operating Layer
IQ Chat, Support copilotsActive
IQ Connect, Cross-system automationActive
IQ Assistant, Back-office task orchestrationActive
Serving
New YorkNew JerseyChicagoCharlotte
, hands-on, from day one
~0%
reduction in reporting time for a national enterprise client after automating manual reporting workflows end-to-end
0+
source systems across your organisation unified into one dependable reporting layer, from growing firms to large enterprises
0 day
average response time from our senior delivery team, not a sales rep, not a routing queue
The Challenge

The real cost of fragmented financial data.

These aren't edge cases, they're the daily friction that prevents your financial services team from moving at the speed your business requires.

Data scattered across trading, risk, compliance, and reporting systems, with no shared source of truth that any part of your organisation fully trusts.

Manual reconciliation consuming analyst hours every reporting cycle, pulling skilled people away from the analysis your leadership actually needs.

Slow, inconsistent decisions because leadership is working from different versions of the same numbers, and nobody is confident their version is right.

AI initiatives stuck in pilot mode, unable to scale because the underlying data isn't clean, governed, or structured enough to support production use.

How It Works

A single operating picture,
built around your existing systems.

IQNOVO unifies your financial data, automates the manual work around it, and introduces AI your team will actually use, without replacing the infrastructure you've already invested in. We start from your real operating problem and prove value with a focused first milestone before scaling further.

Financial data unification across trading, risk, compliance, and BI
01
Unify Financial Data
One governed source of truth across trading, risk, compliance, and operations, without disrupting live systems.
02
Automate Reconciliation
Eliminate manual reconciliation and reporting cycles. Governance and audit trails built in from day one.
03
Deploy AI for Analysts
Governed copilots that actually help analysts, not demos that get filed away after the kickoff meeting.
04
Faster Strategic Decisions
One trusted operating picture gives leadership clean data to act on, without waiting on a reconciliation cycle.
What We Deliver

Built for financial services.
Not adapted from a generic template.

Every engagement starts from your actual systems and operating problems, not a pre-packaged methodology that was designed for a different industry.

01
Data Warehousing
We design data architecture and governance for financial reporting, across trading, risk, compliance, and operational systems, giving your teams one dependable source of truth instead of four conflicting ones that need weekly reconciliation before anyone can use them.
Discuss your data stack
02
Reporting & Analytics
We build executive dashboards, regulatory scorecards, and forecasting workflows that give your leadership one version of the numbers, not four versions that take a week to reconcile before anyone is confident enough to make a decision from them.
Talk about your reporting
03
Business Process Automation
We automate high-friction reconciliation and compliance reporting workflows, with audit trails and governance built in from the start, not retrofitted at the end. Your analysts work on analysis, not on spreadsheet reconciliation every reporting cycle.
Identify what to automate
04
Business AI Adoption
We deploy IQ Chat (support copilot), IQ Connect (cross-system automation), and IQ Assistant (back-office task orchestration), copilots and agents trained on your financial data, governance-ready, and built for daily use by analysts and operations teams. Not quarterly demonstrations to leadership that never make it into actual workflow.
Talk AI for analysts
IQNOVO financial services capability networkIQNOVO financial services capability network
Proven Results
~0%

A national enterprise client reduced reporting cycle time by roughly 80% after consolidating 30+ disconnected systems into a single governed reporting layer and automating their reconciliation and compliance reporting pipelines. That's the kind of measurable first milestone we structure every engagement around.

0+
source systems, trading, risk, compliance, and ops, unified into one reporting layer without disrupting the tools each team depended on
0 day
average response time from a senior team member, you speak to the person who will actually do the work, from the first call
NY · NJ CHI · CLT
hands-on delivery across your financial services markets, senior team, no offshore handoffs
How Engagements Start

We start from your financial systems,
not a generic playbook.

Step 01
Discovery & System Mapping
We map your current data landscape, trading systems, risk models, compliance processes, and reporting workflows, and identify the highest-friction point to address first.
Step 02
Prioritised Roadmap
You receive a phased plan with clearly scoped outcomes, delivery dependencies, and where we can create the most measurable value in the shortest time. No multi-year transformation commitments upfront.
Step 03
Senior, Hands-On Delivery
Senior team members implement alongside your stakeholders, document the system, and support adoption. You get the result in your operations, not just in a final presentation deck.
GDPR / CCPA Aligned
Financial data handled under privacy-regulation-aligned practices across all client engagements
WCAG 2.1 AA
Accessible design built in by default across all reporting and analytics deliverables
Senior Delivery, No Handoffs
The team you brief is the team that delivers. No offshore transfer, no account manager layer
FAQ

Questions we hear from financial services teams

Yes. Compliance and regulatory reporting automation is one of the most common first milestones we deliver for financial services clients. We build governance and audit trails in from the start, not as an afterthought, so the output is defensible and repeatable, not just fast.
Yes. We work alongside your existing systems rather than replacing them during automation. We map the reconciliation process first, identify exactly where automation adds value without introducing risk, and deliver in phases, so you have a stable, running system at every point in the project.
Governance is built into our architecture from the beginning, data lineage, access controls, and audit trails are not optional add-ons. We design for the governance requirements of your organisation from the first system design, not as a compliance checkbox at the end of the project.
It varies, but common first milestones include: a unified reporting layer across 3, 5 currently disconnected systems, an automated reconciliation workflow that eliminates a specific manual process, or an executive dashboard that replaces a weekly manual reporting pack. We define this together in discovery before any work begins.
We work across a broad range of financial data systems and don't require a specific tech stack. The first conversation is about understanding your environment, what you have, what's causing friction, and what a realistic first outcome looks like. If we're not the right fit for your stack, we'll tell you directly.
Get In Touch

Schedule a Consultation

Tell us about your financial data, reconciliation, or reporting challenge. A senior team member will respond within one business day, with a genuine read on where we can help.

Senior team member responds within 1 business day
No obligation, honest assessment of fit, not a pitch
No requirement to have requirements ready, bring the problem
Your data handled under GDPR / CCPA-aligned privacy practices

We respond within one business day. No spam, ever.