Financial Services
Streamline back-office and improve customer experience with flexible teams and automation.
Industry Overview
Modernize operations, improve service quality, and scale efficiently with flexible teams and automation across banking, payments, and capital markets.
Our Solutions for Financial Services
Comprehensive services designed specifically for the unique needs of your industry
Digital & Technology
AI Act Compliance (General)
Get ready for the EU AI Act with a pragmatic, risk-based roadmap: governance, controls, documentation, and monitoring.
Learn More →People & Organization
Applied AI In-Company Training
Hands-on AI programs tailored to your roles and data: from prompts and copilots to governance and use cases.
Learn More →Operations
Billing & Accounting (BPO)
Streamline billing, invoicing, accounts payable/receivable, and month-end close with a managed hybrid team that reduces errors and accelerates cash.
Learn More →Collections & Recoveries Management
Reduce overdue balances and improve cash by standardizing dunning, dispute resolution, and promise-to-pay follow-up.
Learn More →Real Estate Asset Management
Optimize yields and occupancy with disciplined operations, tenant experience, and data-driven decisions.
Learn More →Sales Admin Support
Centralize quotes, contracts, CRM hygiene, and order processing so sales teams spend time selling, not doing admin.
Learn More →Strategy, Growth & Customer
External Sales Development Representatives (SDRs)
Dedicated SDR pods to research, prospect, and book meetings for your AEs using agreed playbooks.
Learn More →Fractional CSO (Chief Sales Officer)
Senior sales leadership to align GTM, capacity, comp, and forecasting—without the full-time cost.
Learn More →Corporate Finance & Transactions
Fractional CFO
Part-time CFO to improve cash, forecasting, unit economics, and board reporting.
Learn More →Latest Insights for Financial Services
Expert analysis and thought leadership specifically for the financial services sector
Business Adaptation Strategies to Grow in Uncertain and Evolving Markets
Adapting to change is a strategic necessity, not just a survival tactic. In this article, Xternus shares practical business adaptation strategies to help Spanish SMEs build resilience, boost operational agility, and stay competitive in evolving markets.
Success Story Digital Insurance Brokerage: PuntoSeguro
PuntoSeguro streamlined processes and reduced staff turnover thanks to Xternus, supporting its journey as a digital insurance brokerage.
Our Financial Services Experts
Meet our experienced consultants who specialize in the financial services sector
Juan Pérez
Senior Partner
Madrid, Spain
Es un gran consultor
Igor Fernandez
Founder & Managing Partner
Madrid, Spain
Bio example