Modern fintech
infrastructure
in days, not quarters
From legacy core banking integrations to real-time compliance automation, we deliver financial technology in hours and days. Senior Cloud Nerd engineers — accelerated by our internal DAISA AI agent orchestration — ship working code before a traditional firm finishes its kickoff deck.
Finance & Financial Services technology,
delivered in days.
Core Banking & Fintech Integrations
Connect legacy banking cores (FIS, Fiserv, Jack Henry) to modern APIs, mobile apps, and digital banking layers without ripping out your existing infrastructure.
Trading & Portfolio Systems
Real-time portfolio dashboards, order management integrations, market data feeds (Bloomberg, Refinitiv), and algorithmic trading platform connectivity.
Risk & Compliance Automation
Automate KYC/AML workflows, regulatory reporting (SEC, FINRA, CFTC), SOX controls, and audit trail generation — reducing compliance overhead by 60–70%.
Wealth Management CRM
Build and optimize Salesforce Financial Services Cloud or Microsoft Dynamics 365 deployments tailored for RIAs, broker-dealers, and private banks.
Fraud Detection Pipelines
Real-time transaction monitoring, anomaly detection, and automated alert routing — integrated with your existing fraud tools or built from the ground up.
BI & Financial Reporting
Automated financial reporting, regulatory filings, executive dashboards, and client-facing performance portals — delivered days after data connects, not months.
We know exactly what breaks
in finance & financial services technology.
Legacy System Modernization Paralysis
The Problems
Core banking systems built on COBOL or outdated mainframes can't connect to modern APIs without full rewrites that take years
Every digital initiative (mobile banking, open banking, embedded finance) gets delayed waiting for IT to expose a new legacy endpoint
Vendor lock-in makes it impossible to swap components — banks are stuck paying for outdated platforms while competitors move faster
Technical debt compounds quarterly as workarounds pile up — each new integration makes the next one harder and more expensive
▸ How We Deliver It
DAISA maps your full legacy architecture in hours, identifies the APIs and data contracts needed, and builds a modern integration layer — API gateways, event streams, and adapter services — that wraps your legacy core without replacing it. You get modern digital capabilities in weeks.
Regulatory Compliance Overhead
The Problems
KYC/AML workflows are largely manual — compliance teams spend 40+ hours per week on reviews that should be automated
SEC/FINRA/CFTC reporting runs on spreadsheets and manual data pulls, creating audit risk every quarter
SOX controls are documented in static docs that become outdated immediately — no real-time control monitoring
Regulatory change management is reactive — teams scramble when new rules drop instead of adapting systems ahead of time
▸ How We Deliver It
DAISA builds automated compliance pipelines: KYC/AML decision engines, regulatory report generators, SOX control monitoring dashboards, and change-tracking systems that update workflows when regulations shift. Compliance becomes a data flow, not a manual process.
Fragmented Client & Data Experience
The Problems
Client data lives in a CRM, a core banking system, a trading platform, and an email archive — advisors switch between 5+ systems to serve a single client
Portfolio performance reports are generated manually each quarter — weeks of work for something that should be automated and real-time
Onboarding new clients takes 2–3 weeks of manual document collection, verification, and account setup that could be days
No 360° client view means upsell and cross-sell opportunities get missed — advisors don't know when clients are ready for the next product
▸ How We Deliver It
DAISA builds unified client data platforms: a single API layer connecting CRM, banking core, portfolio, and document systems, automated onboarding workflows, real-time reporting portals, and AI-powered next-best-action alerts that surface opportunities before they go cold.
Cloud Nerd + DAISA — how it works
We're an IT consulting firm — real experts who specialize in your exact tech stack. We scope the engagement, define what needs to be built, and stay accountable for the outcome. Think of us as the senior consultant who actually knows your tools and never disappears after the kickoff call.
DAISA is our proprietary AI platform — six specialized agents that automate the full software development lifecycle. While a traditional firm bills 6 consultants for months of work, DAISA's agents run in parallel around the clock: analyzing requirements, designing architecture, writing production code, running tests, reviewing quality, and deploying — in hours or days.
The expertise of a senior consulting team, delivered at AI speed. You get real strategy (from us) and real code (from DAISA) — with two human approval checkpoints before anything ships. No black box, no surprises. Just outcomes, in days instead of months.
How Cloud Nerd delivers
across your whole organization.
Ship modern fintech infrastructure in weeks
API-first integration layer wraps legacy banking cores without full rewrites
Cloud-native architecture on AWS, Azure, or GCP — your choice of stack
Full codebase delivered with documentation and internal ownership
Automated compliance that scales with regulations
KYC/AML pipelines that process applications in minutes, not days
Automated regulatory reports for SEC, FINRA, CFTC, and state regulators
Real-time SOX control monitoring with automatic audit trail generation
360° client view across every product
Unified CRM connecting banking, investment, and advisory products
Automated client reporting and performance portals
AI-powered next-best-action alerts so no opportunity goes cold
60–80% less than Big 4 consulting cost
Fixed-scope delivery — no runaway budgets or surprise extensions
First working deliverable in 7 days, not a 90-day discovery phase
Every project tied to measurable ROI: compliance hours, onboarding speed, revenue per advisor
Not your typical
consultancy.
Same scope, same outcome. The only thing that changes is how long you wait, and what your team owns at the end.
There is exactly one
thing we will not do.
Everything else we ship — fast, owned by your team, with senior engineers on the call. Here is the single exception.
You need a multi-year core banking platform replacement with thousands of consultants and quarterly steering committees.
Pick Accenture, Deloitte, or Capgemini. That delivery model exists for a reason, and we are not it.
You want a 200-page market strategy assessment with frameworks and an executive readout.
Pick McKinsey, BCG, or Bain. We ship working systems, not strategy decks.
You want someone else to own and operate your code for the next decade under an MSA.
Pick a traditional managed services partner. We deliver code your team owns. That is the deal.
Everything else? Let’s build it.
Ready to modernize your financial technology?
Book a 30-minute strategy call. We will walk through your specific stack, identify the highest-impact projects, and show you exactly what we would build first. No pitch deck, just specifics.