Financial services case studies

Real infrastructure and operations projects for banks, public financial platforms and regulators: what the problem was, what we changed, and what it delivered.

  • Cloud migration
  • Disaster recovery
  • Atlassian Cloud & Jira
  • Monitoring & security
Banking Banks
Payments Payments
Insurance Insurance
Fintech Fintech

Selected fintech projects

Cloud migrations, disaster recovery and delivery governance, from public financial platforms to banks. Open any case for the full story.

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AWS Monitoring & Security

Phase Two, an enterprise IAM provider built on Keycloak, needed near-perfect uptime for clients whose access control depends on its platform. Its self-managed monitoring gave only basic visibility, so incidents were often caught after clients felt them.

AWS Monitoring & Security
  • API Gateway
  • EventBridge
  • Hybrid Connectivity
  • BSS/OSS

OpenShift for Banking-Grade AML

A top-tier Ukrainian bank needed to run ThetaRay’s AI-based AML platform in-house, across two data centers, with zero tolerance for downtime or data leaving its walls. A public cloud was not an option, and the platform had to be built from scratch.

OpenShift for Banking-Grade AML

The typical hybrid telecom AWS account we review has untagged resources, costs nobody can attribute, and no way to say what a single product or customer costs. We address this directly, with implementation, not just recommendations.

  • Week 1: connect read-only to all accounts, map spend to workloads, surface top cost drivers, no architecture changes required
  • Tagging governance: every resource attributed to product, customer, environment and owner
  • Rightsizing and autoscaling review against your actual traffic patterns, not averages
  • Savings Plans and Reserved Instance restructuring, sized to baseline load, with peaks left on demand
  • Automated cost reporting (Cost and Usage Report + AWS Budgets) and consolidated billing through our AWS Solution Provider agreement, with private pricing where volume qualifies
  • Typical outcome on a ~30-account AWS estate: mandatory tagging and cost categories cut unallocated spend from ~22% to under 2% and lifted forecast accuracy from ~65% to ~95%
  • AWS Partner-Led Support in place of Enterprise Support: 24/7 case handling by Triangu engineers with AWS escalation paths, at partner-set pricing; satisfies the support requirement of a partner-led private pricing agreement
  • Cost Explorer
  • CUR + AWS Budgets
  • Savings Plans
  • SPP Billing
tabulate

Monolith to Microservices on AWS

Tabulate, a bookkeeping and payroll platform for restaurants and bars, had a monolithic application that couldn’t keep up with its growing user base. Long build-test-release cycles slowed every release, and scaling meant scaling the whole system at once.

Monolith to Microservices on AWS
  • CloudWatch
  • Centralized Logging
  • GuardDuty
  • WAF + Shield
  • SLA

PMO & Portfolio Automation

A national financial regulator with 12,000+ employees ran its PMO largely by hand. Milestones, KPIs, risks and budgets were tracked manually, draining resources and leaving little transparency across the portfolio.

PMO & Portfolio Automation

Manual changes and configuration drift are where hybrid environments lose control. We build delivery platforms where every change is automated, attributed and auditable.

  • GitLab CI/CD
  • Terraform
  • SAST / DAST
  • EKS
  • OpenShift
How our engagements run

From audit to managed operations

  1. Audit

    FinOps and infrastructure review, with read-only access, done in 1–2 weeks

  2. Optimize

    Tagging, rightsizing, and obvious waste, fixed in the first sprint

  3. Plan

    Target architecture, compliance map, and cost model in one package

  4. Implement

    Terraform, pipelines, and ITSM setup, delivered end-to-end

  5. Operate

    24/7 managed operations with SLAs, or a clean handover to your team

Facing a similar challenge?

Book a free 30-minute call with our fintech infrastructure team. Tell us what you're running, and we'll show you how we solved comparable problems for banks and financial platforms.

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