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Maintenance and Support for Financial Platforms
Financial platforms operate in environments that leave no margin for error. External services, regulatory compliance, and high-volume operations all must stay in sync. Even one little detail falling out of alignment can affect the performance and reliability of the entire system.
Maintaining this coordination requires ongoing system monitoring and refinement. Our IT support for finance is designed to address this exact need.
Clutch proven
Our expertise in software development and IT support for finance has been recognized by Clutch, which ranks us among the Top IT Services Companies in Financial Services. This recognition reflects the high-quality results we deliver for our clients, who have shared positive feedback and recommended us to their partners.
Services
Our maintenance and support services
- 01
Incident resolution
If defects, system errors, and production issues occur, we trace them to the failure point, assess how they affect the system, and fix the code or settings that caused the incident, restoring the system to a stable, predictable state.
- 02
System monitoring
We continuously track performance, availability, security, and overall system health in real time. Any irregularity triggers an alert, allowing us to quickly analyze and address the issue before it affects system stability and user experience.
- 03
Security updates
EffectiveSoft’s engineers execute remediation actions to address discovered vulnerabilities, maintaining overall system protection and avoiding interruptions to critical financial processes.
- 04
Infrastructure management
Our team oversees cloud and on-premises infrastructure, deployments, backup and disaster-recovery procedures, and runtime configurations to ensure that environments are consistent, updates are deployed cleanly, and backup and recovery mechanisms are ready to run when required.
- 05
Performance optimization
By fine-tuning app logic, databases, queries, and infrastructure, we ensure that every part of the platform operates at maximum efficiency. Our targeted improvements boost the system’s speed, reliability, and scalability, allowing financial organizations to support high transaction volumes and deliver a consistently responsive user experience.
- 06
AI-driven monitoring and automation
We incorporate AI-driven monitoring tools that detect irregular patterns and suspicious activity before they affect critical processes. When required, we also introduce AI-supported automation and LLM-based assistants to enhance daily operations.
- 07
Integration maintenance
Financial platforms rely on numerous external services that are constantly evolving. Even a minor change in an API, if undetected, puts the system at risk. To prevent this, we maintain integrations with payment providers, banking APIs, KYC/AML tools, external data services, and other third-party platforms to ensure stable communication and uninterrupted financial transactions.
- 08
Legacy system support
Legacy systems often struggle with outdated architectures, technologies, and integration, hindering business initiatives, slowing innovation, and complicating compliance with regulations and market changes. For companies not yet ready to abandon long-standing, proven systems, we offer stabilization, refactoring, and gradual improvement of existing platforms to extend the software’s lifespan or prepare it for modernization.
- 09
Functionality enhancements
Even well-designed financial platforms require ongoing refinements to support evolving user demands. Minor inefficiencies in functionality or outdated interface elements impact the overall experience. We address these challenges with small-scale usability refinements, interface updates, and functional adjustments based on user or business feedback.
Solutions
Solutions we maintain and support
Financial software comes in many forms—from online banking to complex trading engines—each demanding an individual approach to maintenance and support. Below are the types of fintech solutions we maintain and support.
Online and mobile banking systems and customer portals that require uninterrupted availability, strong protection of sensitive user data, and a consistent user experience.
Card payment gateways, POS integrations, and payment orchestration engines, where stability and seamless communication with third-party providers are essential.
Brokerage systems, portfolio management solutions, and algorithmic trading tools that depend on low latency, accurate data, and high-quality performance.
Financial planning systems and automated investment advisory engines that require enhanced security for personal financial data and precise calculation logic.
Software for loan origination, servicing, and credit scoring, where reliable performance impacts operational efficiency and revenue.
Policy management, claims processing, underwriting automation, and risk assessment, where data accuracy and timely processing are crucial.
BI dashboards, regulatory reporting systems, and custom analytics platforms that provide accurate, timely insights for informed decision-making.
Automated billing engines, recurring payment systems, and financial document management software that require accurate high-volume, error-free data processing.
Cryptocurrency exchanges, wallet apps, blockchain-based payment systems, and DeFi integrations where rigorous security and cohesive connectivity ensure reliable transactions.
“In highly regulated industries like finance, security is nonnegotiable. It influences the entire business, its income, future, and customer loyalty. A single bug or vulnerability can undermine years of work and cost billions of dollars. The only effective way to mitigate that risk is to stay ahead of it. That’s what our maintenance and support services are designed for—to keep your platform secure, stable, and ahead of emerging threats.”
Kirill Makarenko
Delivery Manager
Benefits
Outcomes we deliver
Here’s what you’ll gain with our maintenance and support services for financial platforms.
Reduced system downtime
Your financial platform stays available whenever it is needed: no unexpected service interruptions that slow down operations and frustrate users.
Improved platform stability and performance
Pages load quickly, transactions process without delays, and the platform maintains steady performance.
Future-proof systems
Ongoing maintenance and support keep the platform sound and adaptable, allowing the system to scale along with your business.
Operational cost savings
With systems running smoothly, your team can focus on driving the business forward instead of troubleshooting issues.
Strong security
Threats are detected and addressed before they reach your customers and cost you money.
Compliance assurance
Regulatory compliance is no longer a source of stress thanks to continuous checks to keep the system aligned with current requirements.
EffectiveSoft ensures consistent performance and security for a multiplatform trading app with around-the-clock maintenance and support services.
We replaced outdated infrastructure to improve efficiency and reduce operational costs.
The implementation of the chatbot reduced the company’s service costs and significantly enhanced customer service.
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View portfolioWhy us
Why you can trust us
20+ years of fintech expertise
Since 2003, we have helped hundreds of banks, payment providers, traders, and fintech startups build, scale, and maintain their mission-critical financial platforms. This long-standing experience enables us to anticipate challenges and apply proven practices to ensure your system remains reliable.
Proven track record
Our portfolio includes developing, refining, and supporting banking systems, trading apps, digital wallets, insurance software, payment engines, and beyond. All our solutions are built using a modern tech stack, meet the latest security and compliance standards, and operate reliably under high loads.
Certified specialists
EffectiveSoft engineers have certifications from Amazon, Microsoft, and Oracle and expertise in security, DevOps, quality assurance (QA), and solution architecture. For your business, this means reduced risks, high delivery quality, and the confidence that comes from dealing with qualified professionals.
Deep knowledge of financial domain standards
PCI DSS, PSD2, ISO 27001, SOC 2, AML/KYC requirements, GDPR, SOX, and other region-specific standards form the foundation that shapes our engineering decisions. Our maintenance and support services for financial platforms ensure that your system aligns with compliance and market expectations.
Security-first engineering culture
We prioritize security and embed it in every stage of our process. We verify every interaction within the system, implement secure coding practices, conduct regular vulnerability scanning, and promote continuous learning to ensure the high-quality services your platform deserves.
Long-term partnership mindset
Transparency, open communication, and mutual trust are the core pillars that sustain lasting partnerships, and we make these principles a daily practice. As a result, businesses around the world entrust us with their critical long-term projects, and 60% of them return to us with new initiatives.
What about you?
Are you seeking a trusted company providing IT support financial services? EffectiveSoft is ready to help.
Service models
Our service models
24/7 monitoring & support
If your system must work 24/7 and every minute counts, this model ensures that an expert monitors your platform day and night, instantly reacting to any issue.
SLA-based support
A service-level agreement (SLA) defines strict response times and the scope of responsibilities we commit to when providing maintenance and support services.
Co-managed support
If you already have specialists in place and need extra hands or expertise, this model fits you well. Our engineer becomes an integral part of your team.
Dedicated support team
You get a fully-staffed team that dives deep into your project as if they were part of your organization.
On-demand support
If you are not sure your system requires constant support, you can call us when you need a specific task done.
Testimonials
Our clients say it best
We have been partnering with EffectiveSoft since 2006, so we’ve had time to become familiar with their professionalism and the quality of service they provide. I would highlight the great responsibility which my company assumes when solving critical tasks.
Thomas Golden
USA, TruBridge (formerly TruCode)
Since working with EffectiveSoft, we’ve grown our company from the building phase to the profitability phase. We’ve continued expanding upon their responsibilities, and they’ve continued to accept challenges and integrate with our team. They’ve become mission-critical resources for us.
Jesse MacNish
CTO USA, Plato
We want to say big and fat thank you from the bottom of our hearts for all your hard work. Because of you, CNote was able to create this innovative financial product and change the way money gets distributed and invested. You are a critical part of our team!
Yuliya Tarasava
COO USA
Since our first engagement, I have been impressed not only by the quality of work that EffectiveSoft has done for City Index but also their attention to detail and reliability on delivery dates.
Arthur Grimley
CIO UK, CityIndex Group
The team at EffectiveSoft is very skilled and has been a pleasure to work with. They have enabled us to adopt new technologies as they add their diverse skillset to our team. I would not hesitate to recommend EffectiveSoft to anyone looking for a great partner.
Axure
CTO USA, Axure Software Solutions, Inc.
The quality of the work EffectiveSoft delivered has been excellent. You feel like they put you in first priority, they were very collaborative and responsive. If we had a set of requirements for them, the team understood that. If requirements shifted, they discussed it and came back with, ‘Yes, we’re able to do that.’ They were adaptable, flexible, and their prices are very competitive.
We have had a very positive experience with EffectiveSoft’s staff augmentation services. Their skilled, knowledgeable professionals integrated seamlessly with our team, requiring minimal ramp-up time. Their expertise enhanced our project’s efficiency and quality. We confidently recommend EffectiveSoft for any organization seeking top-tier talent to augment their teams and drive successful outcomes.
EffectiveSoft has been providing services to Canopy for the last four years. Their skilled engineers understand our product needs, deliver quality platform increments following agile principles, respond flexibly to changes, and meet evolving deadlines. An external development team that remains steadfast in its commitment to service standards and business continuity is rare, and here EffectiveSoft have excelled.
To us, EffectiveSoft never felt like a 3rd party development house, but rather like an extension of our own company. The quality of the team and the work they produce set the foundation of our app success and helped us become an official app partner of Dubai’s biggest Fitness Event only 1 year after launching our MVP. Their talent is undeniable, the quality of the work is unquestionable and their dedication is unwavering.
We are extremely satisfied with our collaboration with EffectiveSoft. We engaged them for business analysis, UI/UX design, web development, and testing. The results were visually stunning designs and wireframes, remarkable UX suggestions, and an app fully aligned with our requirements. The team quickly understood our needs, worked flexibly within tight deadlines, and consistently delivered exceptional work.
The reliable data warehouse created by the EffectiveSoft team improves the quality of the client’s services, helps maintain a strong market position, and increases revenues while significantly reducing costs. The solution stands out due to Data integrity, Data loss prevention, Role-based access control, and Data Insights. We found their ability to develop a bespoke solution to address unique challenges to be impressive and unique.
EffectiveSoft’s team deeply understood our requirements and have been a proactive part of any problem-solving process. We have only experienced a professional approach to our projects, as well as a pleasant and trust-based collaboration. They’ve quickly found and added the necessary resources to the team when needed. I have no doubt that they will continue to be a valuable asset to any collaborators in the future.
EffectiveSoft has played an impactful role in developing our SaaS app. Their developers and QA engineers show strong engagement, understand our needs, deliver solid results. They proactively improve security and performance of our app, report issues clearly, and help us deploy code with minimal bugs. Their highly qualified staff, UX focus, well-defined processes, and flexible approach continue to impress us.
F.A.Q. about maintenance and support for financial platforms
Financial platforms operate with large volumes of sensitive information, strict regulatory compliance, and evolving customer expectations. This makes maintenance, support, and data protection financial services essential for these systems.
We work with banks, traders, payment gateway providers, insurance companies, and other businesses that strive to maintain the highest quality standards for their fintech platforms.
We align our IT support services for financial companies with global, regional, and banking compliance requirements from day one. This includes maintaining meticulous documentation and conducting proactive, regular compliance checks.
Yes, we can take over support from another vendor or in-house team without interrupting your operations. We coordinate with your previous vendor or internal specialists and analyze existing documentation to understand workflows, known issues, and system specifics.
We start with an onboarding process that includes an initial system audit. At this stage, we review your architecture, codebase, integrations, and dependencies, and examine existing documentation. Then, we perform risk and gap assessments, define priorities, and prepare a support plan.
Usually, critical issues receive immediate or near-immediate attention, while lower-priority tasks follow timelines defined in an SLA agreement we sign with our clients.
Yes, we maintain, update, and troubleshoot integrations with third-party systems like banking APIs, payment gateways, trading data providers, and other fintech systems.
We use secure coding practices, regular monitoring, testing, and access controls to keep security clients’ systems secure during maintenance and support services.
Yes, we provide hybrid, on-premises, and cloud support for financial services. If needed, we plan and perform secure cloud-to-cloud and on-premises-to-cloud migrations.
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