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Financial services
Our experience
Driving strategic innovation and enhanced agility in the dynamic financial services sector
The modern financial services landscape continues to evolve rapidly, with technology reshaping approaches to banking, speciality finance, insurance and payments.
Products and services are constantly being redefined and reimagined through agile approaches, and elevated, personalised customer experiences. Organisations must also effectively protect against increasingly sophisticated cyber attacks, safeguard customer data and adapt to ever-changing regulatory requirements.
Some of our clients
What we do
With extensive experience across financial services, we work with large, multi-national banks, fintech innovators, bespoke insurance providers and payment solution companies.
Our work allows organisations to thrive by embracing and integrating new emerging technologies, enhancing system efficiencies, modernising legacy applications and meeting rising customer expectations.
We do this while navigating the intersection of compliance, risk and regulation to drive sustainable growth and success, ensuring compliance with regulatory requirements.
Our services
AI
Apply AI to automate underwriting, detect fraud, improve customer service, and unlock insights across large financial datasets.
AI accelerated software delivery
Speed up delivery cycles safely with AI-powered tooling and governance that protects quality and regulatory compliance.
Customer experience
Enhance customer satisfaction and loyalty through seamless, intuitive and engaging digital experiences across financial interactions.
Data
Use data, advanced analytics and insights to enable smarter decision-making, improved risk management and personalised services.
Modernisation and platforms
Modernise legacy infrastructure and build scalable platforms to support open finance, cloud adoption, and digital-first financial services.
Product
Design and launch high-performing digital products that adapt to regulatory change, customer behaviour, and emerging financial trends.
Software engineering
Develop high-integrity, resilient software systems that support secure transactions, rapid innovation, and continuous compliance.
Technology strategy
Define clear, adaptable technology strategies that align innovation with business goals, regulatory requirements, and long-term transformation.
NEW EBOOK
Banking on Artificial Intelligence
Practical, experience-backed insights to help Australia’s financial services leaders move from AI experimentation to scalable, value-driven adoption.
67% of Australia’s financial organisations are already trialling AI to enhance customer experience, strengthen fraud prevention or unlock new operational efficiencies. But enthusiasm alone isn’t enough; siloed data, unclear strategies and workforce resistance leave many teams stuck in pilot mode, unable to scale and realise genuine business value.
Our new free ebook: Banking on Artificial Intelligence features real, experience-backed insights on AI adoption, data delivery and digital transformation inside major financial institutions in Australia and across the Equal Experts global network.
It’s designed for leaders who want to move from AI experimentation and build AI capabilities safely at scale, with measurable impact.
Case study
Delivering a new Direct Investment Option integration with CareSuper in three months
CareSuper’s Direct Investment Option (DIO) platform allows engaged members to manage their superannuation investments independently, a highly valued service for highly engaged members. When the DIO platform provider announced it was discontinuing the service, CareSuper faced a significant challenge: integrate with a new DIO provider, deliver a quality service offering and ensure minimal service disruption for members.
In just three months, we helped CareSuper:
- Deliver a new application with a long-lasting self-healing workflow to ensure all systems remain in sync without manual input.
- Introduce automated approval testing, allowing for fast feedback and regression testing.
- Ensure all 1,100+ CareSuper members with a DIO account were successfully migrated to the new system without issue.
- Upskill in how to deliver modern, resilient features and applications in Azure within CareSuper, supporting upskilling within the development team.
Equal Experts have a spirit of partnership in their DNA. They have the ability to digitally connect cross-functional teams in a way that encourages divergent thinking to solve complex problems while maintaining a real humanity that imbues everything they do.
CEO
, ListSure