Financial Services and Insurance
Where regulation meets modernization — with Workday at the core
Financial services operations, built for AI-forward transformation
Banks, credit unions, insurance carriers, and investment firms don’t have a technology problem. They have a connection and governance problem. Fragmented systems and siloed data create reporting delays, audit risks, and barriers to safe AI adoption. CrossVue helps financial services leaders build connected, intelligent enterprises: anchored on Workday as the system of record, connected and governed through Workato, powered by modern data platforms, and grounded in regulatory requirements. The result: faster closes, stronger compliance posture, and AI capabilities that auditors and regulators can trust. Workday consulting for financial services requires more than platform expertise.
Purpose-Built Workday Consulting for Financial Services and Insurance
CrossVue is a boutique consulting firm serving financial services organizations since 2014, with clients across banking, credit unions, insurance, and capital markets. We bring deep domain knowledge to every engagement, connecting Workday to the data platforms, integration layers, and AI capabilities that regulated FSI operations demand. Our partnerships extend well beyond go-live, ensuring sustained value as regulations tighten and businesses scale.
Banking & Credit Unions
We help banks and credit unions modernize financial reporting, regulatory compliance, and back-office operations with Workday. With deep Accounting Center expertise, we deploy BankVue, the first FSI industry accelerator on Workday Marketplace, with integrations to FIS, Fiserv, Symitar, Jack Henry, and other core banking platforms. Learn more about BankVue.
Insurance
We help insurance carriers and brokers streamline claims and premium management, consolidate agency management systems, and modernize regulatory reporting. Our Accounting Center expertise covers written and unearned premiums, claims, reserves, and multi-entity financial reporting, extended through modern data platforms for advanced analytics and audit-ready insights.
Investment Management
We support investment firms, private equity, and capital markets in overcoming market pressures and siloed data challenges. Our Workday solutions enhance portfolio visibility, regulatory reporting, and financial planning, connecting Workday data to Snowflake, Databricks, and the analytics platforms your teams rely on for decision-making.
Solutions built to extend Workday for financial services
Financial services organizations get more from Workday when it’s extended by purpose-built solutions. From BankVue on the Workday Marketplace to future accelerators in development for insurance and investment management, our Solutions Lab develops Workday-native apps and industry accelerators built for regulated financial operations.
Purpose-built for financial services
Financial services delivery experience shapes financial services IP. BankVue is the first FSI industry accelerator on Workday Marketplace, and we continue to build purpose-built solutions for banking, credit unions, insurance, and capital markets through our Solutions Lab —governed by design to meet regulatory reporting, audit-readiness, and compliance requirements.
Deep Accounting Center and Prism expertise for regulated finance
Financial services organizations turn to CrossVue for the Workday capabilities that matter most in regulated environments. From Accounting Center for GL reconciliation and multi-entity reporting to Prism Analytics for M&A integration and regulatory data models, we deliver the deep functional expertise that banks, credit unions, and insurance carriers need to modernize with confidence.
Innovation that delivers, not disrupts
Financial services organizations adopt AI, automation, and modern data capabilities in ways that meet regulatory scrutiny and audit standards. As one of the only boutique firms partnered with both Workday and Workato (Workday’s chosen iPaaS Platinum Partner), we deliver a four-layer platform: Workday, Workato for governed orchestration, Snowflake and Databricks for data, and AI agents grounded in governance.
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Enterprise Transformation
Align people, processes, and technology through outcome-driven transformation, from organizational redesign and change management to enterprise-wide modernization across Workday, Workato, and the broader ecosystem.
Platform Implementations
Build scalable, production-ready Workday and Workato environments through CrossVue Complete — combining deep functional expertise, industry-specific configuration, and embedded change management to accelerate time to value.
Data & AI
Activate trusted data and operationalize AI across the enterprise — connecting Workday with modern data platforms to power real-time insight, intelligent automation, and production-ready decision-making at scale.
Optimization & Managed Services
Continuously improve platform adoption, workflows, reporting, and capabilities after go-live across Workday and Workato through structured optimization, dedicated support, and an engagement model built to keep evolving.
Proven Impact
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FAQs About Financial Services and Insurance
What Workday modules do financial services organizations typically deploy with CrossVue?
We deploy Workday across HCM, Financials, Accounting Center, Adaptive Planning, and Prism Analytics. Banking and credit union clients often start with Accounting Center for GL reconciliation and multi-entity financial reporting. Insurance carriers frequently deploy Financials with Accounting Center for premium, claims, and reserves reporting.
What is BankVue?
BankVue is the first FSI industry accelerator on Workday Marketplace. It combines pre-built integrations to core banking platforms (FIS, Fiserv, Symitar, Jack Henry) with Accounting Center configuration templates designed for banks and credit unions.
How does CrossVue support regulatory compliance for FSI?
Every Workday deployment is governed by design to meet regulatory reporting, audit-readiness, and compliance requirements including SOX, FDIC guidance for banks, and applicable insurance regulatory frameworks.
Does CrossVue work with investment management firms?
Yes. We support investment firms, private equity, and capital markets in modernizing portfolio visibility, regulatory reporting, and financial planning, connecting Workday data to Snowflake, Databricks, and other analytics platforms.