Client Results
Problems We Solve for Fintech Operations
For fintech leaders who own growth, risk, and compliance, we fix cross-journey problems so you stop bleeding margin while teams navigate fragile tools.
Business Problem
New products and features launch faster than processes and controls. Ops and risk spend months “catching up” with manual workarounds.
Solution
Embed process and control design into the product lifecycle so every launch ships with a ready-to-run operational and compliance workflow.
Accelerator Stage
People
Services
Change Adoption, Innovation Analysis, Rapid Innovation
Business Problem
Product, risk, and ops teams all run their own playbook. Rule changes, pricing tweaks, and new partners quietly break downstream processes and controls
Solution
Align teams around a single front-to-back workflow and clarify who owns each step, so changes are designed with operations and compliance in mind
Accelerator Stage
People
Services
Team Working Agreements, Organization Design, Center of Excellence
Business Problem
Customer onboarding looks different across channels and regions. KYC and AML checks are stitched together and slow, so good customers abandon, and risky ones slip through.
Solution
Design a single standard onboarding journey with clear KYC and AML steps, ownership, and controls that work across products, channels, and regions.
Accelerator Stage
Process
Services
Process Mapping, Cross-Functional Process Design, Workflow Handoff Audit
Business Problem
Regulatory audits and exams are painful. Policies look good on paper, but you cannot easily prove that controls run the same way every time.
Solution
Translate policy into concrete workflows, controls, and logs to demonstrate consistent execution across customers, products, and regions.
Accelerator Stage
Process
Services
Future State Design, Process Governance, Department Workflow Design
Business Problem
Operations and support work from multiple queues and tools. Cases bounce between teams, SLAs are missed, and no one sees the full customer journey.
Solution
Design a unified operations flow and integrate queues to ensure work moves cleanly across teams, with clear ownership and SLA visibility.
Accelerator Stage
Process
Services
Cross-Functional Process Design, Workflow Handoff Audit, Post-Launch Enablement
Business Problem
Core systems for ledger, payments, CRM, and case management do not line up. Teams retype data and keep critical fixes in side spreadsheets.
Solution
Rationalize the stack, define a true system of record, and integrate the rest so customers, accounts, and transactions stay in sync.
Accelerator Stage
System
Services
Requirements Gap Analysis, Platform Selection, Software Asset Management, iPaaS Integration
Business Problem
No one fully trusts the numbers. Active customer counts, balances, loss metrics, and unit economics differ by system and report.
Solution
Clean up definitions, fields, and data flows, then build reporting that aligns with how the business actually runs, so leaders can trust a single view.
Accelerator Stage
Data
Services
Data Governance, Data Quality, Data Lineage, BI and Reporting
Business Problem
Reconciliations between the core ledger, processors, bank accounts, and general ledger are slow and manual. Breaks are spotted late and quietly hit margin.
Solution
Automate reconciliations where possible and standardize the rest so they get flagged fast, with clear owners and next steps.
Accelerator Stage
Data
Services
Data Integrations, Data Platform Architecture and Build, Executive Dashboards
Business Problem
Automation is a brittle web of scripts and bots that break whenever upstream systems or screens change, leaving ops to scramble.
Solution
Replace fragile automation with governed, maintainable workflows connected through stable integration patterns.
Accelerator Stage
Automation
Services
Workflow Automation, Cross System Automation, iPaaS Integration
Business Problem
Teams experiment with LLMs on customer data, but the outputs are unreliable and pose real privacy and regulatory risks.
Solution
Define safe real-world use cases for AI, deploy models on governed data, and design agent workflows that support decision-making.
Accelerator Stage
Agentic
Services
Gen AI Tool Selection, LLM Deployment, LLM Context Integration, Agent Workflows
How We Can Help
People
When leadership and teams aren’t aligned, growth stalls. Priorities compete, pilots fail, and trust breaks down. We fix ownership and decision paths first so internal friction doesn’t stall progress.
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Process
We pressure-test your roadmap, address team bottlenecks, and redesign workflows to ensure smooth progress before exploring automation.
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Systems
We evaluate what you have, cut what you don’t need, and integrate platforms that support your growth goals and team culture.
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Data
We rebuild your data foundations: cleaning, standardizing, and validating so you can trust your dashboards.
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Automation
We automate what proves value first (quick wins that show ROI fast), then expand what works across the business.
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AI (Agentic) Enablement
Once your foundation’s solid, we help deploy AI where it drives real ROI. You automate the right work…not just the visible work.
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Schedule Your Discovery Call
In 30 minutes, we’ll pinpoint what’s slowing your business down and where to start fixing it.
Client Testimonials
Over the last two years, I have had the pleasure of working with Quandry Consulting on a project for a public sector client. They have provided excellent development and support during the entire life cycle, and the consultant who was working on the project was so awesome. He was dedicated and passionate about the project.
The Quandary team was the ideal business partner. They took the initiative to learn and understand our business in an effort to provide solutions that would best benefit our organization and key users. Christine Garam and Melissa Doran level of customer services was absolutely World Class; always making themselves available when a questions arose.
Quandary has been professional and responsive. They took the time to learn our business model thoroughly and discovered our needs. They were able to provide helpful insights throughout the QuickBase build out.
QCG is top notch with experience and skill to tackle your most difficult problems. They have been a huge part of our success in helping BV re-imagine the way we use and develop QuickBase. From internal to external, our service solutions have never been better. I look forward to more!
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