Banking & Financial Services

Industry Expertise Spanning Four Decades


Since 1984, Primitive Logic has served clients in the banking and financial services industries with the technology strategies they need to thrive in an increasingly competitive field. Clients rely on our technical know-how and financial industry expertise to deliver solutions tailored to their specific goals — from KYC compliance to digital business strategy to microservices architecture and development, and more.

Here are just a few of the ways we’ve helped banking and financial services clients to achieve mindful digital transformation:

  • Consolidated CRMs across lines of business to increase customer satisfaction, improve financial relationships, and more
  • Improved compliance with Check 21, KYC, BSA/AML, Web Content Accessibility Guidelines (WCAG), and other regulations
  • Designed platform granting customers access to comprehensive financial portfolio and products
  • Conducted post-M&A application rationalization to reduce expenses
  • Fulfilled strategic planning and business requirements for online and mobile banking initiatives
  • Delivered ongoing technology consulting services: IT, business, UX, and creative

Industry Impact

3 out of 10
top US banks by total assets (Federal Reserve Bank 2016)

work hours with 40 clients

Women’s Business Enterprise National Council certified

Relevant Services

Digital Business Strategy and Development

Microservices Architecture and Development


Customer Relationship Management

IT Strategy

Know Your Customer (KYC)

Master Data Management

Post-M&A Integration

Risk Management

User Experience

Aligning Document Management Across Lines of Business (LOBs)
Case Study

Aligning Document Management Across Lines of Business

How we helped a financial services company align their lines of business with a company-wide document management solution

View Project


View All insights

We Can Help

Let the Primitive Logic team help you achieve mindful digital transformation.

Contact Us