+1 (408) 900-9133
sales@thecodevision.com
Empowering Banks, Insurers & FinTechs with Microsoft Solutions
Comprehensive IT Services for Banking, Insurance, and Fintech
Digital Transformation for Banking and Financial Services
We modernize banks, insurers, lenders, and investment firms with Microsoft technologies like Azure, Dynamics 365, Power BI, and SharePoint. Our solutions replace legacy systems, automate processes, and deliver seamless digital banking experiences.
Cloud Migration and Infrastructure Modernization
Move legacy banking and financial systems to a secure, scalable, and cost-efficient cloud platform. With Microsoft Azure, we ensure data security, regulatory compliance, and high availability for critical financial operations.
Cybersecurity and Fraud Prevention Solutions
Protecting customer data and transactions is critical. We design cybersecurity frameworks and fraud detection systems that meet international regulations, reduce risks, and prevent financial fraud at scale.
Customer Experience and Engagement Platforms
We use Dynamics 365, Power Platform, and AI-driven tools to create personalized customer journeys. From payments to lending, our solutions enhance engagement and build lasting loyalty in the digital financial ecosystem.
Data Analytics and Business Intelligence
With Microsoft Power BI and advanced analytics, we help institutions turn data into actionable insights. Banks and insurers can optimize compliance, improve risk management, and make faster, smarter financial decisions.
Legacy System Migration
We help financial institutions modernize legacy applications by migrating them to Microsoft Azure, Dynamics 365, and Power Platform, reducing risks, enabling seamless integration, and improving efficiency and data access.
Why Choose Codevision Technologies for Financial IT Services
We combine financial domain expertise with Microsoft’s powerful technologies to help banks, insurers, lenders, and fintech companies modernize with confidence. Our focus is on compliance, security, efficiency, and creating seamless digital experiences for customers.
What Sets Us Apart:
- Industry Expertise – Years of experience in delivering financial technology solutions worldwide.
- Microsoft Gold Partner – Proven capability in Azure, Dynamics 365, Power BI, and SharePoint.
- Security-First Approach – Protecting sensitive data with enterprise-grade security.
- Customized Solutions – Tailored for banks, insurance, and fintech organizations.
- Global Reach – Serving financial clients across North America, Europe, Asia, and beyond.
- Proven ROI – Delivering measurable improvements in compliance, efficiency, and customer satisfaction.
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Microsoft-Powered Software Solutions for Finance Industry
Employee & Branch Productivity Intranet
We design Microsoft Teams and SharePoint Intranet portals for internal collaboration, branch communication, HR operations, and secure document sharing.
Core Banking & Loan Management Systems
Using Dynamics 365 and Azure, we create end-to-end solutions for managing accounts, loans, deposits, and credit scoring with automated workflows and secure data handling.
Customer Relationship Management (CRM) for Finance
We implement Dynamics 365 CRM to help banks and insurers personalize services, manage leads, improve client onboarding, and enhance customer engagement.
Visitor Management Systems
We design SharePoint and Power Apps based Visitor Management solutions to register visitors, issue passes, monitor check-ins/check-outs, and enhance security at financial institutions.
Financial Data Analytics & Business Intelligence
By harnessing Power BI, we enable financial institutions to analyze transactions, detect fraud, and forecast market trends with real-time, AI-driven insights.
Timesheet & Workforce Management
With SharePoint-based Timesheet Management, we enable finance teams to track employee working hours, manage approvals, and generate productivity reports seamlessly.
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Trusted by Businesses Worldwide: 100+ Happy Clients
Whenever we have additional workloads requiring additional resources, Codevision team was great. Very responsive and they make many efforts to make sure we have the work as requested in a concise and timely manner.
“Jinesh was a pleasure to work with. I worked with other people with no luck, found Jinesh and his team and it became so easy. We had our site up and running when they said it would be. They answered all questions and worked with us to understand how to operate in the admin role. I plan to work with them again in the future for our SharePoint site.”
“Ashish and his team are one of the few people that I look at and consider know what SharePoint can and can’t do . They have been there, done that, and lived to tell about it. Ashish is tireless in his effort to deliver and is always someone that you can count on for sound technical advice.”
“Great work by Jinesh and his team! He is proven to be a veteran for SharePoint development. His team promptly available and very professional. They kept me updated daily as the development progressed. Delivered in a timely fashion and patiently covered all my concerns.”
“I have had an opportunity to work with the CodeVision team on couple of critical Microsoft Share Point projects. I found the team very knowledgeable, responsive, and committed to making the projects successful.”
“Ashish and the CODEVISION team are exceptional. Their attention to detail, focus on delivery and work product are excellent. We continue to use CODEVISION for numerous projects within our organization.”
CODEVISION have been developing our websites for the last year and we have found them proactive, giving great feedback and ideas. The team at CodeVision are professional, responsive and excellent in communication. We have no hesitation in recommending them as they are absolute experts in what that do.
Do you want quality? You should hire CODEVISION team. Unbelievable developers and great people too! It was such a pleasure to work with them. We have no doubts that we are going to work together again.
Codevision delivered good work on this SharePoint development project and I enjoyed working with them. Communication was top-notch, they met all deadlines, and skills were reasonably strong. I enjoyed working with them and will likely have additional projects for them in the future.
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FAQ QUESTIONS
We deliver a full spectrum of Microsoft-based financial solutions—from core banking and loan management systems using Dynamics 365 and Azure, to SharePoint-powered intranets, visitor management systems, timesheet portals, and internal classifieds. All are designed for security, compliance, and efficiency.
Security is built in. We embed enterprise-grade protection using Microsoft Sentinel, Azure Security Center, and secure SharePoint architecture—addressing compliance requirements like GDPR, PCI DSS, SOX, and AML/KYC.
Absolutely. Leveraging Dynamics 365, Power Platform, and SharePoint, we automate governance workflows, generate audit-ready documentation, and deliver compliance dashboards for real-time oversight.
Our solutions empower institutions with Power BI—creating dashboards, predictive models, and real-time insights into investments, risk management, fraud detection, and performance metrics.
We implement Dynamics 365 CRM, AI-driven chatbots, and Power Platform-powered self-service portals, delivering seamless, personalized customer journeys across banking, lending, insurance, and payments.
Yes—SharePoint is ideal for the finance sector. From document management and automation workflows to intranet portals, visitor systems, timesheets, and classified boards, it ensures secure collaboration and streamlined operations.
Yes—we help transition finance applications and data from legacy systems to Azure, integrating with Power Platform, Dynamics 365, Dataverse, and Power BI to modernize and future-proof IT infrastructure.