Finance, Reengineered
for the Intelligence Age

Myridius helps financial institutions move beyond transformation to true reinvention to be intelligent, adaptive, and future-ready.

Explore Our Offerings Talk to Our Team

Everest Group’s 2025 PEAK Matrix®

Myridius Recognized as a Major Contender in Banking & Financial Services on Everest Group’s 2025 PEAK Matrix® for BFSI IT Services Specialists

2026 ISG Provider Lens™

Myridius named as a Market Challenger in the 2026 ISG Provider Lens™ Salesforce Ecosystem Partners study

Houlihan Lokey

Myridius Featured in Houlihan Lokey's Digital Engineering Market Report

Retail & Commercial Banking

Deliver seamless omnichannel customer journeys powered by real-time intelligence

Retail & Commercial Banking

Relationship intelligence turning transactions and cash flow data into meaningful conversations
Intelligent self-service resolving queries without escalation
Credit decisions from days to hours via EVOQ Underwriting Workbench for all borrowers

Credit Unions

Deepen member loyalty and amplify community impact via intelligent scale

Credit Unions

Member intelligence turning life events into proactive, community-focused financial support
Automated member service resolving common inquiries instantly to focus staff on high-value advice
Shared infrastructure orchestration enabling credit unions to compete with national banks through intelligent scale

Lending

Smarter credit decisioning and automated lifecycle management

Lending

Explainable credit decisioning with full Fair Lending compliance
Early warning signals on credits before they become NPLs
End-to-end digital origination with embedded document intelligence

Cards & Payments

Secure, real-time payment ecosystems with personalized transaction experiences

Cards & Payments

Multi-layered fraud intelligence protecting revenue without degrading UX
Smart routing, FX intelligence & compliance checks in milliseconds
API-first infrastructure powering embedded finance partnerships

Asset & Wealth Management

AI-powered platforms for enhanced client engagement with personalized advisory

Asset & Wealth Management

Portfolio intelligence & real-time next-best-action for advisors
Segment-of-one client journeys across every life stage
Automated regulatory filings, MiFID II, FATCA, and beyond

Capital Markets

Optimize trade lifecycles and data integrity for real-time efficiency

Capital Markets

Live exposure monitoring and counterparty risk signals
Automated reconciliation and T+1 settlement readiness
EMIR, SFTR & MiFIR filings generated autonomously

HOW WE WORK

Engineering Your
Strategic Execution.

Outcomes-First

P&L IMPACT BEYOND PROJECT COMPLETION

Turn AI ambition into balance sheet impact, with security, governance, and regulatory confidence built in from the start.

Revenue

AI-powered decisioning at the heart of every client interaction, not bolted on as an afterthought

Risk

Predictive risk intelligence that works for both the CFO and CRO

Operations

Eliminate process debt and free your people to do what only humans can

Journey Orchestration

FROM THE CLIENT IN, NOT THE SYSTEM OUT

Rebuild every financial services touchpoint from the moment your client experiences it, underpinned by trusted, governed data and not constrained by legacy core.

Onboarding

KYC and account origination in minutes, not days, with controls intact

Servicing

Seamless, context-aware interactions that replace channel-hopping with continuity

Advice

Relationship managers armed with real-time client intelligence, so every conversation lands

Integrated Intelligence

ONE INSIGHT LAYER ACROSS YOUR ENTIRE VALUE CHAIN

Connect your data, decisioning, and AI into a single governed, access-controlled layer, so intelligence flows to the point of action, not to a dashboard nobody checks.

Credit & Lending

Adaptive AI scoring that improves with every decision and explains every outcome

Fraud & AML

Real-time detection across transaction, behavioral, and network signals, unified, not siloed

Client Intelligence

Next best action surfaced from a single, always-current client view

Human Ingenuity

DEEP BFS EXPERTISE IN EVERY ENGAGEMENT

The questions that shape the best financial services solutions cannot be prompted, they come from practitioners who have lived inside these institutions.

Domain Depth

Practitioners who know how credit is priced, wealth is managed, and payment schemes work

Judgment

Teams that design for how institutions operate, not how textbooks say they should

Cross-Discipline Collaboration

Strategy, engineering, CX, and data work together, aligning upstream decisions

Responsible AI & Governance

AI applied with genuine advantage, explainability, auditability, and human oversight

AI-Native Engineering

AI EMBEDDED ACROSS THE ENTIRE FINANCIAL SERVICES DELIVERY STACK: BUILD, INTEGRATE, RUN, OPTIMIZE

AI acceleration across every delivery mode - custom platforms, core banking configurations, data ecosystems, and managed services - with the same regulatory discipline whether building greenfield or running 24/7 operations.

Discover, Configure & Build

AI-accelerated delivery across banking, lending, and wealth platforms without sacrificing regulatory rigor

Data Engineering & Integration

AI-assisted pipelines, migrations, and streaming to establish governed foundations for decisioning

Run & Continuously Improve

AI-driven monitoring and self-healing operations protecting uptime across platforms

Lending & Credit

Commercial Underwriting Workbench

AI-first workbench for faster, traceable commercial credit decisions.

Faster credit decision cycles
Consistent underwriting quality at scale
Automated audit-ready documentation

Simplify Modernization

Code to Clarity

AI that reads, documents, modernizes legacy code and auto-syncs to Jira and Confluence.

Rapid legacy codebase comprehension
System-logic-driven modernization roadmap
Accelerated rebuild with agentic forward engineering

Client Experience

CXM Redefined

A unified client intelligence layer that consolidates fragmented relationship data for real-time insights.

Unified client profile across all touchpoints
Real-time next-best-action for every segment
Measurable uplift in wallet share and retention

Decision Intelligence

Interactive Insights

A conversational analytics layer for financial services leaders that gives live, exploratory intelligence.

Natural language queries on live business data
Cross-domain synthesis: finance, operations, client, risk
Insights in minutes, not reporting cycles

CLIENT IMPACT

Financial Services

Unified Merchant Onboarding With Real-Time Intelligence

GLOBAL FOOD & RETAIL DELIVERY LEADER

Unified a fragmented merchant onboarding landscape onto a single Salesforce platform with CPQ automation and MuleSoft integration, delivering real-time intelligence across the merchant lifecycle.

The Challenge

A global delivery leader was held back by fragmented onboarding systems, no unified merchant view, and slow manual approvals that delayed launches and drove churn.

Outcomes

Delivered a unified Salesforce platform that doubled customer retention, improved the onboarding lifecycle by 20%, and boosted sales productivity by 20% with zero disruption to operations.

Regional Banking

From Legacy Silos to Cloud-Powered Data Intelligence

LEADING REGIONAL BANK

Migrated a regional bank's legacy data infrastructure to Azure cloud, consolidating siloed data into a unified lake and warehouse architecture with a tailored governance framework.

The Challenge

A leading regional bank was constrained by legacy systems, data silos, and manual processes that hindered agility, slowed decision-making, and challenged regulatory compliance.

Outcomes

Delivered a modern Azure-based data platform that streamlined operations, unified enterprise data assets, enabled advanced analytics and data science capabilities.

Banking & Financial Services

AI-Led Software Engineering | Unlocking Productivity in Engineering and QA with GitHub Copilot

TIER 1 AMERICAN BANK

Implemented GitHub Copilot across a tier 1 bank's engineering and QA teams to modernize a merchant onboarding portal, embedding AI-assisted development into refactoring, migration, and test automation.

The Challenge

A tier 1 American bank needed to modernize its merchant portal onto a new stack, but complex code refactoring, framework migration, and rewriting automation test scripts created bottlenecks that slowed delivery.

Outcomes

Cut test automation development effort by 50%, lifted development productivity 126%, and improved code quality — establishing AI-enhanced workflows as a scalable foundation for future innovation.