Trusted by Financial Services Organizations Across the Globe
60+
Financial Services Oracle Cloud Customers
15+
Years of Financial Services Industry Experience
55
Industry Net Promoter Score (Above 50 Is Considered “Excellent”)
Deep Expertise Across the Financial Services Landscape
Financial services organizations operate under unique pressures: regulatory scrutiny, complex data environments, high transaction volumes, and an increasing mandate to do more with less. Apps Associates brings hands-on experience across the full spectrum of the industry.
Banking and Credit Unions
Modernize core financial operations, consolidate reporting, and gain real-time visibility into profitability by branch, product, and region.
Insurance
Streamline workforce administration, financial consolidation, and HR transformation with Oracle solutions purpose-built for insurance carriers and brokers.
REITs and Real Estate Finance
Establish a single source of truth across complex property portfolios, lease accounting structures, and multi-entity financial reporting.
Investing and FinTech
Accelerate analytics modernization, integrate disparate data sources, and build scalable platforms that support rapid growth and evolving business models.
Core Oracle Capabilities for Financial Services
Financial services leaders choose Apps Associates because we deliver across the full Oracle stack – from ERP consolidation to EPM planning and HR transformation.
Simplify complex financial operations with Oracle Fusion ERP. We help organizations retire aging systems, eliminate fragmented reporting environments, and establish a unified financial foundation across general ledger, accounts payable, accounts receivable, fixed assets, and beyond.
Our EPM practice brings deep financial services accelerators to every engagement. From net interest income (NII) modeling for banking and renewal revenue planning for insurance, to labor alignment and high-volume transaction reconciliation, our Core EPM Budgeting Solution delivers speed to value with built-in industry relevance.
Oracle has a limited number of financial services HR partners of scale—and Apps Associates is one of them. We bring proven delivery experience across global HR, payroll, workforce scheduling, benefits, and compensation for complex, regulated environments.
Our FDI Quick Start Offering gets financial services organizations up and running on Oracle’s analytics platform in weeks, with built-in options for common extensions and deep expertise in Accounting Hub Analytics.
Learn about the FDI Quickstart
Oracle Database at Multicloud delivers the flexibility and performance Financial Services businesses need. As a launch partner for ODB at Multicloud, Apps Associates brings deep expertise to help financial institutions with a significant Exadata footprint deploy seamlessly across private and public clouds, optimizing workloads for cost efficiency, high availability, and superior scalability.
AI in Financial Services: Pragmatic Progress at the Right Pace
Artificial intelligence is reshaping how financial services organizations plan, operate, and compete. Oracle has embedded AI capabilities directly into Fusion applications at no additional cost, and Apps Associates helps clients activate those capabilities in a way that fits the risk tolerance and regulatory context of their business.
Through AppsTransform, our AI-enhanced delivery model, we apply artificial intelligence across the full implementation lifecycle. And for clients ready to deploy client-facing AI, we bring agentic AI use cases, Oracle AI Agent Studio expertise, 175 AI-certified consultants, and 12 custom AI agents published on the Oracle Marketplace.
Our AI Data Platform offerings give financial services organizations a structured path to predictive and generative AI with prebuilt solution patterns that accelerate cloud adoption, and full integration with Fusion Data Intelligence.
Case Studies
A European Leading Stock Exchange and Apps Associates Drive Strategic IT Modernization with AWS
A European Leading Stock Exchange and Apps Associates Drive Strategic IT Modernization with AWS
Mainspring’s Flexible, Scalable Approach to Deploying Robotic Process Automation
Mainspring Fund Services, based in London, UK, provides fund administration and accounting services with a focus on technology and personal service for private equity and venture capital funds with up to £1B in commitments. The company has grown consistently year over year with a relentless focus on technology innovation and in 2020 won a global…
Paysafe Migrates Oracle E-Business Suite from On-Premises Exadata to AWS
Apps Associates was brought in to migrate Oracle E-Business Suite Applications and Database workloads and Hyperion workloads from on-premises Exadata to AWS infrastructure to support and integrate with other source systems. Apps has designed Disaster Recovery for both EBS and Hyperion stacks to recover more efficiently and quickly without loss of data in case of…
Vision Benefits of America (VBA) Begins Automation Journey with Apps Associates
When VBA, a commercial group benefits organization offering customized plans to promote vision and dental health, noticed employees tackling time-consuming, manual data sorting and processing tasks, it began developing a plan to improve data processing across the board. With a long-term goal of implementing Robotic Process Automation (RPA) software, VBA turned to Apps Associates (Apps)…
Why do financial services organizations choose Apps Associates over other Oracle partners?
Apps Associates combines 15 years of financial services industry experience with full Oracle stack capability across ERP, EPM, HCM, and data and analytics. We are one of a limited number of Oracle partners with meaningful HR delivery experience in regulated financial services environments, and we bring industry-specific accelerators in both EPM and FDI that reduce time to value for our clients.
What sub-industries do you serve within financial services?
We serve banking, credit unions, insurance carriers and brokers, REITs, investment firms, and FinTech organizations. We have active client references across all of these segments, including Gallagher, STORE Capital, Dollar Bank, DTCC, and Fidelity.
How do you approach AI adoption for financial services clients?
We recognize that financial services organizations approach AI with appropriate caution, particularly in areas that touch regulated data or financial transactions. Our approach is pragmatic—we help clients activate embedded Oracle AI capabilities that deliver immediate value within existing governance frameworks, and we work with clients to build a roadmap for more advanced AI use cases as readiness grows.
Do you offer packaged or accelerated delivery options?
Yes. Our 2026 go-to-market portfolio includes modular ERP and SCM entry-point packages, a Core EPM Budgeting Solution with financial services revenue accelerators, an FDI Quick Start Offering, and an AI Data Platform solution with prebuilt patterns for predictive and generative AI.
What does it look like to get started with Apps Associates?
Most engagements begin with a discovery conversation to understand your current Oracle footprint, your business priorities, and where the greatest friction exists. From there, we develop a focused roadmap and recommend the right entry point—whether that is an EPM planning engagement, an ERP consolidation, an HCM transformation, or an analytics modernization.
Frequently Asked Questions
Ready to Modernize Your Financial Services Operations?
Apps Associates has spent more than 15 years helping financial services organizations get more from Oracle. Whether you are consolidating fragmented systems, building a planning and forecasting capability, transforming HR, or preparing your data environment for AI, we bring the industry knowledge, the Oracle depth, and the delivery record to help you move forward with confidence.