IT services and solutions for finance industry
We provide end-to-end IT services for finance that help banks, insurers, and financial institutions digitize operations, launch new products faster, and deliver better customer experiences, while staying fully aligned with regulatory and security standards.
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Technology services for the financial industry
Financial software development
We build software that fits your exact needs—whether it’s processing loans, managing policies, or enabling secure online payments—so you can work faster and reduce errors.
- Fintech software development
- Insurance software development
- Lending software development
- Payment software development
- Investment software development
- Banking software development
Financial software consulting
Unsure how to move forward with a software idea or upgrade? We help you define the right plan, features, and technologies based on your business goals.
- Digital transformation consulting
- Software consulting
- Mobile app consulting
- SaaS consulting
- BPM consulting
- Feasibility assessment
Software modernization
Still using outdated systems? We modernize them to improve speed, reduce maintenance issues, and make sure they support today’s integrations and security needs.
- Software modernization
- Cloud migration
- Code review and revamp
Managed financial IT services
You don’t have to manage your IT alone. We take care of your infrastructure, apps, and support so everything runs smoothly without surprises.
- IT infrastructure support and monitoring
- Managed application services
- L1–L3 IT help desk
- Cloud management
- Managed security
- IT automation
Quality assurance and testing
Before your system goes live, we thoroughly test everything—features, performance, and security—to ensure it operates reliably and meets industry standards.
- Software testing
- QA consulting
- Code audit
- Test automation
Financial IT security
Protecting your data is built into everything we do. From access controls to compliance checks, we help you stay secure and audit-ready.
- Application security
- PCI DSS compliance
- NYDFS cybersecurity assessment
- GDPR compliance
- Security testing
- Network protection
- Identity and access management
Financial data analytics and BI
Need better insights from your data? We build dashboards and automated reports that give you a clear view of your performance, risks, and opportunities.
- Insurance analytics
- Banking analytics
- Lending analytics
- Investment analytics
- Data science consulting
- Data management services
Financial CRM solutions
We create CRMs designed for banks, insurers, and financial firms, helping your teams manage relationships, track interactions, and enhance service delivery.
- Banking CRM
- Insurance CRM
- Investment CRM
Digital collaboration solutions
Keep your teams connected with secure, easy-to-use portals for file sharing, task management, and internal communication—built for financial environments.
- Bank intranets
- Insurance portals
- Investment portals
Patrick Mcguire
Director IT, Barrett Values Center
Sir Darryl Roundtree
President & Founder, ZipShip
Jayson Miller
Chief Operating Officer, Source2
Andrea Ippolito
CEO & Founder, Simplifed
Who our solutions are built for
Banking
You need secure, compliant systems that don’t slow you down. We help modernize core banking, digitize customer touchpoints, and reduce operational friction.
Payment service providers
High transaction volumes demand real-time performance and ironclad security. We build systems that scale with your business and meet evolving compliance needs.
Lending companies
From onboarding to collections, we create digital tools that make credit evaluation faster, reduce defaults, and improve borrower experience.
Investment & wealth management companies
Advisors and clients rely on visibility. We build platforms that simplify portfolio tracking, automate reporting, and support data-driven decisions.
Insurance companies
Legacy systems hold you back. We help automate claims, simplify policy management, and enhance the experiences of both agents and customers—all while maintaining audit readiness.
Fintech startups
Speed to market is everything. We help you launch working MVPs fast, while laying the foundation for scale, security, and investor confidence.
Financial software product companies
Speed to market is everything. We help you launch working MVPs fast, while laying the foundation for scale, security, and investor confidence.
Decentralized finance companies
Trust and security are non-negotiable. We build stable, auditable smart contracts and scalable backends for DeFi applications and token-based ecosystems.
Crowdfunding platforms and peer-to-peer lending platforms
You need to balance trust, scale, and compliance. We build end-to-end platforms that support KYC, payments, user workflows, and risk controls.
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Project-based Development
Streamline your projects with minimal risk, ensuring top-notch quality and timely, on-budget delivery.
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Dedicated Teams
Accelerate your projects with our expert team, combining technical prowess and management skills for seamless collaboration and success.
Get in TouchWhat sets us apart in the financial services space
We help banks, insurers, fintechs, and financial institutions #securedata, #streamlineoperations, and #staycompliant with purpose-built software solutions.
Get in Touchfinancial systems delivered
years serving BFSI clients
client retention rate
Transactions processed through our apps
Expert technology solutions for financial companies
Software for financial operations
Covers systems that handle the essential financial activities of your business, built to support accuracy, scalability, and regulatory compliance.
- Underwriting automation systems
- Insurance claims processing systems
- Policy administration systems
- Actuarial software
- Loan management software
- Mortgage automation systems
- Debt collection systems
- Treasury software
- Payment gateways
- Payment orchestration software
- Investment portfolio management software
- Investment platforms
Customer-facing apps
Includes web and mobile applications that allow your customers to access services, manage accounts, and interact with your business securely.
- Mobile banking apps
- Insurance apps
- Lending apps
- Payment apps
- Buy Now Pay Later apps
- Money transfer apps
- Investor portals
Software for general business
Helps your teams run the business behind the scenes—from handling finances and records to staying compliant and connected.
- AdministrationCRM
- Financial accounting
- Fraud protection
- Financial intranets
Data analytics solutions
Focuses on the tools and infrastructure you need to collect, organize, and analyze data to make better decisions and manage risk.
- Banking analytics
- Insurance analytics
- Lending analytics
- Investment analytics
Technologies we put to work for financial services
Artificial Intelligence
Automates decision-making, reduces risk, and improves accuracy across underwriting, lending, claims, payments, and investment processes in finance.
- AI for insurance underwriting
- AI for insurance claims
- AI for lending
- AI for mortgage
- AI for debt collection
- AI for investments
- AI for payments
- Large language models (LLM) for BFSI
Cloud
Enables scalable, secure, and flexible financial applications—supporting everything from app development to infrastructure management and legacy system migration.
- Cloud application development
- Cloud migration
- Cloud app integration
- Cloud infrastructure management
Big Data
Helps financial institutions process large volumes of data for real-time analytics, reporting, risk monitoring, and customer insight.
- Consulting and implementation
- Support and evolution
Internet of Things (IoT)
Connects physical devices with financial systems to enable real-time tracking, smart banking solutions, and secure customer experiences.
- IoT technology consulting
- IoT solution development
- IoT for smart banking and finance
Compliances
Compliances and security measures we ensure for financial services
PCI DSS Compliant
The California Consumer Privacy Act (CCPA) protects the personal information of California residents. We implement features that enable data transparency, opt-outs, and secure data handling, ensuring your digital platforms respect consumer privacy rights under this regulation.
GDPR
The General Data Protection Regulation (GDPR) applies to all companies handling data of EU residents. We design systems that support lawful data collection, user consent management, and rights like data access and deletion, helping you stay compliant and avoid costly violations.
CCPA Compliance
The Revised Payment Services Directive (PSD2) is an EU regulation that allows authorized third parties to access banking data while requiring strong customer authentication. We help you integrate open banking APIs securely and build compliant payment workflows that meet regulatory requirements.
PSD2
The Revised Payment Services Directive (PSD2) is an EU regulation that allows authorized third parties to access banking data while requiring strong customer authentication. We help you integrate open banking APIs securely and build compliant payment workflows that meet regulatory requirements.
NIST Cyber Security Framework
The NIST framework offers best practices for identifying, preventing, detecting, and responding to cybersecurity risks. We align your systems with these standards to build a strong, proactive defense against evolving financial threats.
AICPA SOC2
We follow AICPA’s SOC 2 framework to ensure your systems meet strict requirements for security, availability, confidentiality, and privacy. This demonstrates your commitment to protecting customer data and maintaining reliable cloud-based services.
Code District’s approach to financial software development
We follow a structured, transparent process to deliver secure, compliant, and scalable financial software—whether you’re building from scratch or modernizing an existing system.
Get in TouchDiscovery and planning
We start by understanding your business model, compliance landscape, and technical environment—then define clear goals, timelines, and scope.
Solution architecture
Our architects design the system structure, tech stack, and data flows to ensure performance, integration readiness, and long-term scalability.
UI/UX design
We create clean, intuitive interfaces for end users—whether they’re internal teams, agents, or retail customers—while maintaining financial branding and accessibility standards.
Development
Our engineers build the solution in sprints, applying financial domain knowledge and best practices for clean, secure, and testable code.
Quality assurance
Each release goes through rigorous testing—functional, performance, security, and compliance—to ensure stability and readiness for high-stakes use.
Deployment
We deploy your solution to a secure, production-ready environment—ensuring minimal disruption and validating all components in live settings.
Support and scaling
Post-launch, we monitor performance, fix issues, and support enhancements so your system continues to evolve as your business grows.
Awards, Certifications and Partnerships
What you gain with custom financial software development
Our solutions aren’t off-the-shelf; they’re built for the realities of your operations, your regulations, and your growth plans. Here’s what that means for you:
Built-in data protection
We build software with security at its core, implementing encryption, access control, and threat detection aligned with the latest financial cybersecurity standards.
A strategic advantage
Custom software gives you tools your competitors don’t have, whether it’s faster underwriting, smarter analytics, or more personalized digital services.
Customer-first experiences
Tailored apps and portals help you serve customers better, through faster response times, easier self-service, and seamless omnichannel experiences.
Scalability & flexibility
As your operations grow or change, your software keeps up. We design systems that scale smoothly and adapt easily to new business needs.
Deeper business intelligence
With custom reporting, real-time dashboards, and analytics tailored to your KPIs, you get clearer visibility into performance, risk, and opportunities.
Compliance expertise
From PCI DSS to GLBA, SEC, SOX, NYDFS, and GDPR—we design software that helps you meet industry regulations and prepare for audits from day one.
Why work with Code District?
Candid conversations, clear vision
We believe in open communication. We'll work with you to understand your unique challenges and goals, fostering collaboration and a clear roadmap for your transformation journey.
Industry knowledge & foresight
Our team boasts in-depth experience across various industries. We leverage this knowledge to anticipate your needs, propose cutting-edge solutions, and tailor strategies that drive business impact.
Expertise rooted in practice
We're not just theorists. Our team has a proven track record of successful tech implementations. You'll benefit from practical solutions backed by real-world experience.
Diverse talent pool & scalability
Our cross-disciplinary experts enable us to build the perfect team for your project. As your needs evolve, we seamlessly scale our resources to match them.
Global security & quality standards
Keeping your data and operations secure is paramount. We adhere to the highest international security and quality standards, ensuring peace of mind throughout the modernization process.
Insights
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Sales and general inquires
sales@codedistrict.comCall us
+1 (703) 940-1971“Code District successfully launched our application on time. The team worked hard, adjusted to our schedule, and ensured our requests were turned around very quickly. They asked the right questions, used sound judgment, and made consistent progress, demonstrating strong technical skills and a driven attitude.”
