Case Studies for Financial Services

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  • Financial Services

    Crece Más Drives 45% Sales Growth for Small…

    Colombia

    Crece Más, a company devoted to helping entrepreneurs thrive, wanted to develop a platform to give small businesses tools to automate operations and grow—but struggled to secure funding. With the help of AWS Partner Facele and Amazon Web Services (AWS) infrastructure, Crece Más secured funding to develop a platform to manage inventory, sales, deliveries, and more. With an impressive new application, Crece Más has grown its customer base by 45 percent in just six months. The platform allows small businesses to scale, increase sales by up to 45 percent, and reduce operational costs by 25 percent, helping them expand into new markets and contribute to regional economic growth.

    2025
  • Financial Services

    Capital Express Reduces Monthly Operating…

    Chile

    Factoring services company Capital Express wanted to improve client evaluations and grow its business, but it had an outdated system that made accessing data difficult. The company teamed up with AWS Partner NetRed to migrate its data using capabilities from Amazon Web Services (AWS). Migrating helped Capital Express create Advance, an innovative financial management tool that offers real-time data processing. Implementing Advance cut monthly operating costs by 94 percent. It also reduced the time needed for client enrollment and IT consultations to just five minutes. These improvements streamlined operations and enabled faster service delivery, dramatically increasing the growth potential of Capital Express and helping it meet customer needs faster.

    2025
  • Financial Services

    Presidio Migrates Q2, Inc. Digital Banking…

    Q2, Inc., a financial experience company, partnered with AWS Partner Presidio to migrate its largest revenue-generating digital banking product to AWS, avoiding a costly on-premises hardware investment. Q2 set an ambitious goal to decrease costs by 25% to better serve each customer. The AWS migration would prove integral to achieving this goal. To satisfy a tight timeline and rigid uptime requirements, Presidio developed an automated, parallel migration platform called “Q2 Migration Manager” (Q2MM) to accelerate the project.

    2025
  • Financial Services

    Affirm Reduces Manual Security Response…

    United States

    Affirm is a payment network that empowers consumers and helps merchants drive growth through flexible and transparent financing options. The company wanted to streamline its security operations program to address manual triage, decentralized tooling, and increasing alert fatigue. AWS Partner Expel offered a managed detection and response (MDR) service that integrated seamlessly with Affirm’s Amazon Web Services (AWS) environment. Expel MDRTM centralizes monitoring, automates routine tasks, and enhances detection and response workflows Expel reduced the volume of security alerts fielded by engineers by 50 percent and helped Affirm scale the foundations of its security operations program efficiently.

    2025
  • Financial Services

    MarketReader Launches Its Real-Time Market…

    United States

    MarketReader is an artificial intelligence (AI) analytics platform providing the financial sector with data-driven explanations of real-time asset movement. During development, MarketReader experienced delays in data delivery and received incomplete datasets from its initial data provider—which reduced the quality of the platform’s insights. To launch its differentiated product, the MarketReader team moved to cloud-based data solutions from AWS Partner Nasdaq, hosted on Amazon Web Services (AWS), to obtain direct access to high-quality, real-time market data for all US-listed securities. This approach elevated MarketReader’s US market coverage, increased data delivery time by 98 percent, and helped the platform go live within eight months. MarketReader now delivers timely, accurate insights. It publishes a daily newsletter in only seven minutes, driving customer engagement and expanding the newsletter’s reach up to 400 percent beyond MarketReader’s current client base.

    2025
  • Financial Services

    Altruist Empowers Financial Advisors with…

    Americas
    Using AWS, Altruist maintains system stability and security alongside efficiency-driving tools that financial advisors depend on to deliver better outcomes to more clients at lower costs.
    2025
  • Financial Services

    Transforming Payments with AWS and Visa…

    United States

    Moov, a payment processor with direct connections to major card networks and payment systems, ensures scalability and availability for high-demand scenarios, from political campaigns to exclusive product drops. With AWS as the backbone, Moov’s solutions connect seamlessly, enabling faster and more scalable money movement across its network. Thanks to AWS Partner Visa and Visa Cloud Connect on AWS, Moov eliminated the need for traditional data centers and infrastructure, streamlining access to payment networks. This innovation delivers immediate transaction insights to customers already on AWS, enhancing the end-user experience and redefining payment processing.

    2025
  • Financial Services

    Mortgage Advice Bureau and BJSS Accelerate…

    United Kingdom

    Mortgage Advice Bureau (MAB) is an established, multi-award winning, UK mortgage intermediary that provides advice, both through its own branded brokers and through other brokers. It processes about 12,000 mortgages a month and receives around 400 complaints per year. Those complaints, however, are a serious matter, because MAB is regulated by the UK’s Financial Conduct Authority (FCA), whose Financial Ombudsman is the last resort for disputes. MAB wanted to ensure that it could resolve complaints in a timely manner and before they were escalated to the Financial Ombudsman. It engaged AWS Partner BJSS to help build a solution using AI on Amazon Web Services (AWS) to speed up the processing of complaints, reducing initial response times by 75 percent.

    2025
  • Financial Services

    Breaking Barriers in FinTech: Generative AI…

    Chile

    Bolsa de Productos de Chile had to manually review up to 2,000 invoices per day, proving to be too much to handle which could also cause errors. They partnered up with AWS Partner Morris & Opazo and Amazon Web Services (AWS) to help implement an generative AI-powered solution called Puerto X Monitor to automate invoice validation and reduce operational risk. The results featured a reduced need for large teams of industry experts as well as improved risk management and help to validate over 1 million invoices to date.

    2025
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