Banking & Wealth Management

We have extensive experience delivering industry-leading and transformative solutions across a broad spectrum of Banking, Wealth Management, and FinTech clients in the US and Canada.

Our team has direct hands-on experience working within broker-dealers, RIA firms, Fintech companies, and banks. Our collective experience enables us to help our clients navigate through challenging situations and complex opportunities by leveraging our knowledge of common pitfalls, key requirements, and considerations specific to our industry and the competitive landscape.

Our detailed knowledge of wealth management technology and tools, data aggregation, conversions and consolidations, migration efforts, and back-office and custodial needs and capabilities allows our implementation teams and resources to quickly add value to new client engagements.

We also offer strategic advisory and management consulting services informed by our understanding of major industry trends, regulatory drivers, and competitive strategies, such as the convergence of banking and wealth.

Independent Broker Dealers & Registered Investment Advisors

Our expertise includes extensive experience working with a wide range of firms with various business models to address rapidly evolving technologies that provide financial advisors with what they need to be successful.

Financial Advisor & Client Technology Platforms

We build advisor and client solutions from the ground up as well as integrate commercially available enterprise products. We’ve managed numerous implementations ranging from custom development to cloud-based SaaS and PaaS platforms.

FinTech Vendor Integrations

Norima is known for our ability to implement and integrate solutions from most industry-established technology solutions providers, spanning CRM platforms to commission systems, financial planning, and portfolio management tools.

Technology Assessments & Strategic Transformations

We provide clear assessments of your current offering, leveraging broad strategic and industry perspectives. This allows for the creation of practical and realistic implementation plans to ensure your strategies can be implemented and supported.

M&A, Consolidations, and Divestitures

Services include due diligence assessments, integration synergy analysis, integration planning inclusive of system consolidation and custodial conversion of assets, divestiture and carve-out TSA planning and management.

US Wealth Management Regulatory, Compliance, and RegTech

We help firms understand the regulatory landscape and create awareness of upcoming changes and the associated impacts and options related to translating regulatory requirements into product and operational roadmaps.

Skilled Staff Augmentation and Managed Capacity Teams

Our depth of expertise makes us the firm of choice for individual consultants and software implementation teams across a range of technical and business roles, skill levels, expertise, and geographic locations (US, Canada, and the Philippines).

Payment System Modernization

Norima provides expertise in planning, assessing, designing, implementing, and supporting large-scale Commercial Banking payment systems.

Core Banking

Our experience includes custom-developed software and the integration of leading Banking software packages, including extensive experience with maintenance, enhancement, and new Core Banking system implementations.