Markets We Serve


There are many barriers to innovation in the finance sector such as legacy technology, rules and regulations and highly centralized systems. Security and compliance are two serious matters, and customers also demand a fully digital experience. In addition, Financial Services companies need to work closely with regulators to develop onboarding safety requirements that fit the modern digital reality.

We are Institutional Banking experts with a focus on middle and back office projects. Our core business and technology transformation competency allows organizations to embrace current changes in an effective manner, without disruption, and focus on growing their business.

  • • Retail
  • • Commercial
  • • Investment
  • • Credit Unions

Insurance remains a challenging market. The industry still has a stringent regulatory environment, an outdated service model, and a slow adoption pace. Data analytics, machine learning, and a surge of new entrants are disrupting the traditional insurance model and creating easier, more affordable access to coverage. If these trends are ignored, big insurance providers are in jeopardy of becoming irrelevant.

TBAS will integrate our assessment and digital capabilities to achieve countless benefits, including improved customer experience, compliance, increased productivity, and lower costs.

  • • Property & Casualty
  • • Life
  • • Commercial

Law firms today are greatly affected by timing and cost. Wasting time on administrative tasks can be very expensive. TurtleBay Advisory Services can identify the non-core tasks like marketing, contract management, document analytics, and research. Our experts then apply cutting edge technology, and best practices in order to save time, money and increase efficiency and security.

  • • Corporate & Finance
  • • Intellectual Property
  • • Compliance
  • • Privacy, Security & Data Innovations
  • • Structured & Unstructured Data Services
Asset Management

Today Asset Management firms face many new challenges. The Cybersecurity landscape is ever changing, and firms need to protect their sensitive data from cybercriminals. Regulatory agencies like the SEC and FINRA are also increasing compliance related to security issues. The world is also now about real time data and customers want information in their hands. The constant flow of communication and data requires firms to provide interactive reporting and an enhanced customer experience.

Our experts understand these challenges and help our clients navigate this increasingly complex landscape.

  • • Accounting
  • • Hedge Funds
  • • Private Equity Fund
  • • Alternative Funds
  • • Broker Dealers

Mortgage lenders view increased competition as the biggest reason for decreased profit margins. As the market continues to fragment, one key to margin expansion and beating the competition lies in improving the borrower journey.

Compared with other consumer-focused industries, mortgage origination ranks near the bottom in customer satisfaction. Outdated processes are increasingly a liability. TBAS has decades of experience in designing and building complex, mission-critical, scalable, and secure enterprise- grade applications for some of the most important players in financial services. We specialize in modernizing legacy infrastructure to improve state through processing efficiencies, reduce costs and improve the customer experience.

  • • Originators
  • • Government Sponsored Entities
  • • Financial Services
Financial Technology

The introduction of new technologies, changing business models and a new consequential dimension of operational risks are all part of financial services today. TBAS' expertise in technology transformation is leading the revolution of financial, operational, sales, risk and compliance tools that are transforming the way our clients do business. Our services include:

  • • Unstructured Data Analytics
  • • Artificial Intelligence
  • • Open API
  • • Cloud & Containerization
  • • Distributed Ledger
  • • Biometrics & Authentication
  • • Business Process Automation
  • • Robotic Process Automation