Experience – Financial Services 2018-05-30T14:21:02+00:00

Financial Services experts you can count on

When you’re looking for the right Financial Services Cloud solution, you’ll want a partner that not only understands the Cloud and the best of today’s business technologies, but also knows how to put those technologies to work in your industry.

Our Financial Services team—each with decades of experience—has worked closely with leaders in wealth management, asset management, hedge funds, capital markets, intermediaries, private equity, insurance, and more to turn their vision for their organization into reality. Clients include:

  • A global asset manager, with $1.5 trillion in AUM and a worldwide sales team of more than 1,500 serving institutional clients and financial intermediaries
  • A mega-RIA serving financially successful individuals and prominent institutions globally
  • A leading private equity firm, with over $70 billion invested in over 760 companies in 40 countries
  • A diversified, community based financial services company with nearly $2 trillion in investments, providing banking, insurance, investments, mortgage, and consumer and commercial finance through thousands of locations all over the world
  • One of the largest hedge funds in the world, with nearly $30 billion in assets under management

Awards, recognition, and certifications

AKA Enterprise Solutions has the experience, expertise, and credentials to help financial services firms exceed their goals for growth and client satisfaction:

 

Meet some of our Financial Services experts

Tom Berger
Vice President, Financial Services
A sales veteran with more than 20 years of experience working with financial services firms, Tom strategically leads the Financial Services practice by providing tangible, high-return enterprise cloud solutions.
Michael Quattlebaum
Senior Functional Solution Architect
Michael has worked for more than 20 years in technology, with a business-centric approach to problem solving. A former entrepreneur himself, he understands the challenges businesses face and works closely with clients to provide creative solutions that satisfy their objectives.
Maureen Spollen
Maureen Spollen
Senior Functional Solution Architect
A former VP of Finance who began her career in Public Accounting, Maureen has more than 20 years of experience working with financial services companies providing analysis, design and implementation of complex solutions.
Brad Monnet
Bradley Monnet
Senior Consultant
With a background in finance, finance operations, and working as a CRM analyst in the financial industry prior to AKA, Brad helps lead AKA’s Financial Services strategy.

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