Mohamed is a finance expert who has held executive internal consulting roles at JPMorgan Chase and Wells Fargo, transforming operations and saving the companies as much as $180 million yearly. He specializes in strategic planning, performance management, and process improvement initiatives.Read more
Enrich Customer Experiences With Financial Services
Toptal’s financial services experts partner with companies to maximize today’s opportunities, modernize for the future, and design for beyond to securely deliver exceptional personalized service experiences.
Trusted By Leading Industry Brands
Toptal helped us get to a better outcome, faster than anyone else could have. Their talent brought the right expertise for the job, without the overhead and costs that a traditional consultancy would bring.
Unrivaled Financial Services Experience
Financial Services landscapes are changing at a rapid pace. Stay ahead with Toptal’s world-class capabilities in the domain of financial services. We’ll increase your business value with better systems, optimized data, and transformed processes for enriched customer experiences.
Data, Analytics & AI
Data, Analytics & AI
Preparing for the New Normal
As CHRO for the financial services firm Edward Jones, Kristin Johnson shares insights into why being a human-centered company matters, the importance of respecting the individual, and what it’s like to work as a high-ranking executive in a male-dominated industry.
Focus on how your training is benefiting your people - your talent - and how it helps them realize their potential. If training is focused on the bottom line, it can be a limiter.
Chief Human Resources Officer of Edward Jones
Get the Toptal Advantage
Alongside traditional consulting, our expert advisors and talent utilize Toptal’s end-to-end delivery model to provide strategic and tactical solutions that uncover, discover, and recover your competitive advantage using 3 effective methods:
Industry Leading Expertise
Highly knowledgeable industry experts with deep experience in Financial Services so you can focus on what really matters.
Skilled financial industry analysts prepared to evaluate market trends to devise strategies relevant to your business.
A talent network of highly-skilled builders ready to implement these Financial Services strategies for your organization’s success.
Deliver profitable experiences with Toptal’s Financial Services SolutionsContact Us
Why organizations choose us
Toptal in Action
Discover the cutting-edge solutions our clients enjoy globally from the Toptal network.
Toptal aids Fortune 1000 insurer’s product launch shift, boosting internal productivity by 30%
Challenge: Shift a leading insurer from third-party to in-house management for launching a customer-centric virtual wallet, akin to advancements in banking.
Improved efficacy, reduced overhead
Toptal streamlined the client’s process, replacing nine contractors with two seasoned experts. This collaboration expedited the product launch and enhanced its overall efficacy.
Unlocking new potential
The product launch attracted a new, younger clientele to the parent company. Supported by a capable in-house team and Toptal’s assistance, the platform achieved scalability.
Toptal connects banks with powerful API integration and automation
Challenge: A US financial institution needed to fix its inefficient service locator portal for mobile banking users, as manual updates led to internal inefficiencies.
Experienced staffing, expedited
Within 48 hours, Toptal assembled a team to build an automatic solution for updating branch hours.
Expert developers, exceptional results
Toptal’s developers delivered a low-latency solution connecting 2,600 branches and 19,000 ATMs across the US.
Toptal saves investment advisory an estimated $500,000/year via API-first strategy
Challenge: Post-restructuring, optimize data-integration and client management for an investment advisory firm.
Fully managed expertise, on demand
Toptal’s talent evaluated the client’s system, identifying outdated management and unscalable connections as key issues.
High-availability at scale
With a new API-focused model, the client saved 5,000 hours worth an estimated $500,000 annually, while enhancing user experience and data consistency, and reducing errors.
Need a Financial Services expert who delivers value fast?
Connect with Toptal’s Financial Team
From developing innovative financial services strategies to driving sustainable change, our team has led numerous projects for leading financial services businesses through peak advisory and team augmentation.Schedule a Call
Toptal Financial Services Industry Leader
Explore Insights From the Industry
From pioneering financial technology to delivering innovative solutions, learn how our experts shape industry insights into functional solutions that help organizations deliver exceptional services ahead of their competitors.
Melissa has worked in ECM, tech startups, and management consulting, advising Fortune 500 companies across multiple sectors.
Natasha transitioned to venture capital after a career in banking built in prestigious firms such as JPMorgan and ESM.
Stefan is the Director of Data-Driven Insights and Analytics for Cargotec, a leading provider of cargo and loading solutions. He has also served as an M&A director and a startup CFO, and led financial modeling and analysis as a leveraged finance manager at the Royal Bank of Scotland.
Collaboration that works
How to Work with Toptal For Your Financial Services Needs
Toptal matches you directly with global industry experts from our network in hours—not weeks or months.
Talk to a Financial Industry Lead
Meet Your Tailored Team
The Right Fit, Every Time
Deliver profitable experiences with Toptal’s Financial SolutionsContact Us