Event partner at Open Banking Expo Canada 2025
Canada’s open banking future is taking shape, and the Iris team is right there, contributing to the momentum.
We are proud to be an event partner at Open Banking Expo Canada 2025, contributing to key conversations on how API ecosystems are reshaping the future of financial services. Connect with our team at the expo on June 17, 2025, at the Metro Toronto Convention Centre in Ontario, Canada.
Iris Software is focused on bringing value and transformative technology to leading global banks and financial services (BFS) providers, including those in the personal banking and payments sectors.
Subramanian Viswanathan, Associate Vice President, Financial Services Practice at Iris Software, will moderate a Powerhouse Debate titled ‘Open Banking & API Banking: Unlocking the future of financial services’ with leaders from BMO, TD, RBC, and Scotiabank. “The future of financial services lies in building connected ecosystems where data moves securely, and value moves instantly.” - Subramanian Viswanathan.
For decades, Iris has accelerated the digital transformation journeys of major global and Canadian banks and financial services and payments enterprises. Connect with our experts to learn how our solutions in AI / ML, Application Modernization, Automation, Cloud, Data Science, DevOps, Enterprise Analytics, Integrations, and Quality Engineering improved clients’ data quality, reliability and scalability; platform and systems efficiency; user interfaces and experiences; insight extraction and decision-making; and regulatory compliance.
For more information on the benefits of our future-ready solutions, visit Iris Software Banking and Financial Services.
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Get in touchJoin us for Reuters Future of Insurance USA 2025
Join us for Reuters Future of Insurance USA 2025
Meet our Insurtech expert at FOIUSA 2025, where AI, data analytics, and digital transformation are a top focus for insurers and Iris Software.
Reuters Events hosts this year’s annual Future of Insurance USA Summit on June 12-13, 2025, in Chicago, Illinois. The theme is Rebuild Trust at the Top, with a focus on the value that AI-powered tools, customer-centric products, and strategic collaborations can bring to insurers in all sectors of the industry. The emphasis on these topics are driving 500+ insurance leaders, innovators, and top technology providers like Iris Software to participate in the Summit.
Abhineet Jha, Senior Client Partner, will represent our Insurtech Team at the event.
Four main topic areas will be addressed in the presentations and networking discussions in support of the theme of the 2025 FOI Summit:
- Technology Innovation and Transformation, focusing on AI and Data Analytics
- Risk Management, including cyber threats and regulatory compliance
- Customer Experience, developing seamless UX, personalization, and enhanced communications
- Industry Collaboration, building strategic partnerships
These areas are a top focus of the Insurtech services and solutions that Iris successfully provides to leading carriers in property, casualty, specialty, and life and annuity insurance.
Discuss the evolving insurance landscape, Insurtech innovation, and your technology priorities with Abhineet Jha, our seasoned insurance expert, at Reuters Future of Insurance USA 2025. Learn how insurers are partnering with Iris and applying our solutions in AI/ML, Application Modernization, Automation, Cloud, Data Science, Enterprise Analytics, and Integrations to advance their digital transformation goals.
You can also contact our team and read more about our InsurTech Services and Solutions and successes in future-proofing insurance enterprises here: Insurance Technology Services | Iris Software.
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Get in touchMeet our team at the Payments Canada Summit 2025
Meet our team at the Payments Canada Summit 2025
Banking, financial services and payments technology experts, Subramanian Viswanathan, Mehul Shah, and Suneela Katikala, are attending this year’s Summit in Toronto.
The 2025 Payments Canada Summit, themed Innovate-Collaborate-Transform, is May 6 - 8 at the Automotive Building in Toronto, Ontario. This forum is considered Canada’s premier payments event, bringing together more than 1,900 participants to discuss innovation, challenges and opportunities in this dynamic global industry. Financial institutions, payments and technology service providers, retailers, monetary and regulatory professionals will connect, learn, and share ideas through presentation and networking sessions. The key topics relate to improving outcomes in digital payments, consumer experiences, risk and fraud mitigation, cross-border and other payments policies.
Connect with three of our banking and financial services (BFS) technology experts at the Summit to discuss digital transformation and payment system modernization: Subramanian Viswanathan, Associate Vice President, Mehul Shah, Associate Director, and Suneela Katikala, Senior Client Partner.
The advanced technologies that Iris delivers – across AI / Generative AI, Application Development, Automation, Cloud, DevOps, Data Science, Enterprise Analytics, and Integrations - are driving innovations in the payments sector every day. Our experienced global team helps financial institutions and payments providers enhance operations, security, scalability, cost-efficiency, and compliance in the myriad platforms, processes and systems supporting their domestic and international payments transactions. Iris has served BFS clients for more than 30 years and was named a Leader in BFS IT Services by Everest Group in its PEAK Matrix® Assessment 2025. Iris is also PCIDSS 4.0-certified to ensure robust cyber security and compliance for our clients involved in payment card processing or that store, process, or transmit cardholder data and/or sensitive authentication data.
Contact our team at the Summit or anytime at Iris Software Banking and Financial Services to learn more about our future-ready technology solutions. You can also read our Perspective Papers for insights on Real-world Asset Tokenization, leveraging Generative AI for Asset Tokenization and the state of Central Bank Digital Currency.
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Get in touchJoin us at the InsurTech Hartford Symposium
Join us at the InsurTech Hartford Symposium
Learn how our innovative technology solutions help insurers future-proof their enterprises.
The InsurTech Hartford Symposium 2025 is April 29 and 30 at the Connecticut Convention Center. The focus of the forum’s numerous speakers, sessions, and attendees is on innovation, and how it’s driving digital transformation and growth in the insurance industry.
As most insurers’ strategic objectives include the improvement of product line innovation, personalized customer experience, operational efficiency and security, and compliance and risk management, partnering with experienced technology service providers like Iris Software is critical to their business success.
At the Symposium, insurance leaders and innovators can meet Venkat Laksh, Senior Client Partner and seasoned InsurTech pro, to learn how insurers are applying our advanced software engineering solutions, in Application Development, Automation, AI / Generative AI, Data Science, Enterprise Analytics, and Cloud, to modernize tech infrastructure, optimize business competencies and secure their digital futures.
Connect with Venkat at the InsurTech Hartford Symposium 2025 for beneficial conversation on the latest InsurTech innovations and trends. You can also contact Venkat and our InsureTech team and get more information about our InsurTech solutions and services here: Insurance Technology Services | Iris Software.
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Get in touchEverest Group Names Iris Software a Leader in BFS IT Services
Everest Group Names Iris Software a Leader in BFS IT Services
We are proud to be recognized as a Leader in the Banking and Financial Services IT Services Specialists PEAK Matrix® Assessment 2025 by Everest Group, the first-ever for this category and for Iris!
Iris is proud to be recognized as a Leader in the inaugural Banking and Financial Services (BFS) IT Services Specialists PEAK Matrix® Assessment 2025 by Everest Group. This assessment is the first-ever for this category, and for Iris!
We were evaluated along with 29 other BFS IT service providers on our market presence, value delivery, strategic vision, innovation, technical capabilities, functional knowledge, and buyer references.
Pranati Dave, Practice Director, Everest Group, stated, “Iris Software’s expertise in capital markets and risk and compliance transformation, combined with a skilled talent pool and a strong reputation for execution, continues to drive its success with top-tier financial institutions. Clients have consistently recognized Iris for its low attrition, engineering rigor, and collaborative delivery model. Its investments in ML Ops, AI/ML, and modernization of cloud-based data and risk platforms have helped Iris earn a Leader recognition on Everest Group’s inaugural Banking and Financial Services (BFS) IT Services Specialists PEAK Matrix® Assessment 2025.”
Sunil Puri, President, Iris Software, stated, “We are honored to be named a Leader in BFS ITS by Everest Group. During our more than 30 years of growth in the BFS and other sectors, including Capital Markets & Investment Banking; Brokerage, Wealth & Asset Management; Commercial & Corporate Banking; Risk & Compliance; Retail Banking & Payments; Anti-Money Laundering & Know-Your-Customer; Insurance; Manufacturing; Logistics; Life Sciences and Professional Services, we have been a long-term partner in our clients' transformation journeys - helping to build, integrate and modernize complex platforms, systems, and applications.”
When IT matters most, clients call upon Iris to provide mission-critical software engineering and advanced application development services across AI/Generative AI, Automation, Cloud, Data & Analytics, Integrations, DevOps and Quality Engineering.
We remain steadfast in our vision of being our clients’ most trusted technology partner and thank our associates for their dedication and innovation.
Learn more about our BFS services, value proposition and client success stories and contact our team today.
Disclaimer
Licensed extracts taken from Everest Group’s PEAK Matrix® Reports, may be used by licensed third parties for use in their own marketing and promotional activities and collateral. Selected extracts from Everest Group’s PEAK Matrix® reports do not necessarily provide the full context of our research and analysis. All research and analysis conducted by Everest Group’s analysts and included in Everest Group’s PEAK Matrix® reports is independent and no organization has paid a fee to be featured or to influence their ranking. To access the complete research and to learn more about our methodology, please visit Everest Group PEAK Matrix® Reports.
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How tech can transform user experience in banking
All-round modernization with digital payment upgrades delivers greater flexibility, and enhanced security and speed.
How tech can transform user experience in banking
All-round modernization with digital payment upgrades delivers greater flexibility, and enhanced security and speed.
Retail Banking &
Payments Experience
Modernizing Payment Systems for Real-time, Data-rich Transactions
ISO 20022-compliant payment infrastructure with real-time integration to enable faster, data-rich clearing and settlement
Intelligent Cross-channel
Payment Orchestration
A unified payment orchestration engine to handle diverse payment types, validate transactions, and process cross-border and domestic payments seamlessly. Simplified channel-product integration through transaction management layers
Enhanced Payments Security
and Compliance
In-sourced AML sanctions screening and robust risk management solutions, ensuring secure, compliant, and seamless payment processing across all transaction types
Expanding Digital Payment Modes
in E-commerce
Leveraging Account-Based Payments (ABP) and customizable Buy Now, Pay Later (BNPL) workflows to provide seamless, intuitive, and flexible payment options, prioritizing convenience and enhancing customer experience
Optimizing Transaction Processing and Reporting
API-driven solutions supporting diverse payment formats, multi-currency transactions, and data integration with advanced on-demand reporting capabilities designed to enhance user experience and ensure compliance
Customer-centric Innovations
in Loyalty and Lending
Personalized experiences through micro-app-based loyalty programs offering tailored rewards and recommendations. API-led automation of broker-led mortgage processes, reducing account creation time by 95%, and driving higher customer satisfaction
Value We Provide
Strategic Expertise in Retail Banking and Payments
Deep domain knowledge and a proven track record in transforming retail banking and payments systems that optimize business operations, enhance customer experiences, and meet your unique business needs.
Innovative Technology
and Scalable Solutions
Cutting-edge, scalable solutions that are resilient, flexible, and seamless, empowering your organization to drive growth, enhance agility, and maintain a competitive edge in a rapidly evolving market.
Collaborative Approach for Sustainable Growth
A partnership model grounded in collaboration and agility, ensuring alignment with your strategic goals at every stage, while co-creating future-ready solutions that drive sustainable growth.
Client Success Stories
How Gen AI can enhance software engineering
Contact
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Integrated smart solutions strengthen AML & KYC processes
Financial institutions are empowered with AI and Big Data tools for global due diligence.
Integrated smart solutions strengthen AML & KYC processes
Financial institutions are empowered with AI and Big Data tools for global due diligence.
Anti-Money Laundering &
Know-Your-Customer Experience
Scalable Big Data Platform for
Financial Surveillance
Hadoop-based AML data ingestion platform processing petabytes of data globally, equipped with built-in capabilities for data quality, lineage, reconciliation, and standardization
Risk-driven Transaction Monitoring
and Integrated Case Resolution
Risk-based transaction-monitoring models for global cards and markets businesses, utilizing big data for suspicious activity detection. Integrations for seamless case management, investigation, and resolution
AML 360 Workbench for Advanced
Visualization and Monitoring
Centralized workbench leveraging machine learning, RPA, NLP, graph databases, and advanced analytics to enable 360-degree monitoring of parties and transactions, enhancing compliance and fraud detection
Platform Consolidation and
Modernization for Efficiency
Significant cost benefits through reduction of Mantas instances while upgrading to newer versions and eliminating point-to-point data flows
Hyper Visualization and
Precision in AML Operations
AML visualization hubs with advanced dashboards for real-time insights and cross-region collaboration. AI/ML-powered models to enhance alert accuracy and reduce false positives and negatives, enabling more effective investigations
Unified KYC for
Robust Compliance
Transition to a unified KYC framework, standardizing compliance processes across geographies and lines of business with automated real-time risk ratings, streamlined client onboarding, monitoring, and analytics
Value We Provide
Strategic Expertise in
AML & KYC
Deep industry expertise and proven track record in transformative solutions for effective risk management, regulatory compliance, and operation efficiency while minimizing financial crime and fraud exposure.
Data-driven Insights for
Smarter Compliance
Advanced analytics, machine learning, and big data help unlock powerful insights for more intelligent decision-making.
Future-ready Technology for
Scalable Growth
Technology foundation built on cutting-edge tools and modern data infrastructure, providing the flexibility and scalability needed for growth.
Client Success Stories
How Gen AI can enhance software engineering
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How AI transforms risk management, enhances compliance
Ensure snag-free operations with accurate, timely regulatory reporting and without legacy drags.
How AI transforms risk management, enhances compliance
Ensure snag-free operations with accurate, timely regulatory reporting and without legacy drags.
Risk & Compliance
Experience
Cloud-based
Quantitative Modeling
and ML Ops
A scalable ML Ops toolkit to migrate SAS-based analytical modeling teams in Enterprise Risk to Amazon SageMaker. Automated onboarding, role management, and model lifecycle processes, significantly reducing model development and deployment timeframes while enhancing governance and scalability
Cloud Migration
and Credit Risk
Data Processing
Porting of Credit Risk data from an on-prem Netezza warehouse to AWS, leveraging S3 for data lakes and Redshift for high-performance analytics. A flexible ETL framework using DataSync, Glue ETL, and Apache Airflow, to enable faster month-end processing and supporting advanced risk modeling
Big Data Architecture
for Credit Risk
Databases
Re-engineering of legacy Sybase database for Credit Risk, to a cloud-based, big data architecture. Logical segregation of banking book, trading book, and securities finance transactions enabled parallel processing of month and quarter-end activities, improving performance by 70%
ETL Framework to
Streamline Counterparty
Credit Risk
Domain-specific Language (DSL)-based ETL Framework using domain for seamless data transformation and allowing multiple data feeds with minimal adjustments, resulting in zero downtime amid trade reference data changes, and 15% faster onboarding of new data
Modernization of
Enterprise Risk Limits
and Utilization Monitoring
Transformation of enterprise risk applications for limit management, utilization tracking, and exception handling using modernized dashboards and distributed architecture. High-performance, scalable solution with intuitive visualization and analytics for proactive risk monitoring
Intelligent Employee
Due Diligence
Re-engineering from monolith to microservices-based multilingual platform with automated employee trading analysis for conflict detection, insider trading, and misconduct. Chatbot integration to provide guidance and real-time reporting dashboards for global compliance officers
Advanced Trade
Surveillance and Market
Conduct Monitoring
Surveillance solutions to detect market manipulation, including spoofing, front running, and wash trades. Predictive analytics and behavioral indicators from transactions and communications to enhance the accuracy of alerts and streamline compliance workflows
Dynamic Data
Archival and
Intelligent Retrieval
Data archival framework to optimize cost and scalability, transitioning from a Big Data platform to IBM COS S3, reducing storage costs by 20%. Batch retrieval with validation, detailed reporting, and intuitive dashboards
Control Group System
for Conflict Clearance
and Securities Restrictions
Re-engineering of the Control Group System, replacing legacy platforms with a microservices-based cloud architecture. Streamlined integration with primary data sources, supporting conflict clearance, securities restrictions, and advanced search for compliance teams across global markets
Regulatory Reporting
and Disclosure of
Interest Compliance
In-house Disclosure of Interest solution to centralize company information impacting investment decisions. Ensuring compliance with global regulatory mandates by enabling accurate disclosure of financial holdings, enhancing transparency, and mitigating regulatory risks
Integrated Conduct Risk
Management for Trade and
Communication Surveillance
Unified platform for trade surveillance, electronic communication monitoring, and information barriers for supervisor groups. Automated rule-based workflows and targeted alert generation by leveraging country-specific predictive and behavioral analytics, strengthening global compliance
Value We Provide
Deep Expertise in
Risk & Compliance
Transformation
With extensive experience in modernizing risk and compliance ecosystems, we enable financial institutions to enhance resilience, optimize processes, and meet evolving regulatory requirements. Our solutions drive efficiency across risk modeling, surveillance, and compliance functions while ensuring seamless integration with enterprise-wide systems.
Scalable and High-
Performance
Risk Architecture
By leveraging cloud-native, distributed architectures and modern data frameworks, we help organizations transform legacy risk management platforms into scalable, high-performance solutions. Our approach enables faster data processing, enhanced risk analytics, and real-time insights for proactive risk mitigation.
Enhanced Surveillance
and Conduct
Risk Management
Our advanced surveillance solutions integrate behavioral analytics, predictive models, and automated workflows to strengthen monitoring capabilities. We empower financial institutions with targeted, high-quality alerts for insider trading, market abuse, and misconduct, improving regulatory adherence and risk mitigation.
Data-Driven Decision
Making for
Risk and Compliance
Through big data architectures, AI-driven insights, and real-time monitoring capabilities, we enable institutions to make informed, data-driven decisions. Our solutions optimize regulatory reporting, employee due diligence, and trade surveillance by providing actionable intelligence across risk and compliance functions.
Client Success Stories
How Gen AI can enhance software engineering
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Tech that delivers accurate, scalable market solutions
Electronic trading platforms with forward and backward integration ensure
seamless execution and capture of trades.
Tech that delivers accurate, scalable market solutions
Electronic trading platforms with forward and backward integration ensure
seamless execution and capture of trades.
Capital Markets & Investment
Banking Experience
Master and Reference
Data Management
A centralized framework for managing client, book, product, instrument, account, and hierarchy data, ensuring consistency across front, middle, and back-office operations. Integrated entitlement and permission services streamline access control, reducing redundancies and improving operational efficiency
Real-time Pricing
and E-trading
Seamless ECN and exchange connectivity enable real-time market data ingestion, dynamic tiered pricing models, and automated quoting. AI-driven predictive pricing for enhanced liquidity management, advanced order execution, and negotiation algorithms to optimize trading strategies for FI and FX markets
End-to-End Trade
Processing and STP
Automation
Integrated workflows for voice IOIs, RFQs, sales trader workflows, and manual trade capture. Automated matching, reconciliation, and trade allocation for seamless processing across electronic venues, middle office, and post-trade systems, minimizing operational risk and improving trade lifecycle efficiency
Advanced Risk
and P&L Analytics
Real-time and end-of-day risk and P&L analytics across credit, rates, and municipal securities. Aggregated risk views at desk, book, issuer, and sector levels, with intelligent risk bucketing based on maturity, duration, security type, and benchmarks for deeper exposure analysis
Trade Operations
and Regulatory
Compliance
Comprehensive trade reconciliation, supervisory oversight, and post-trade regulatory reporting for CFTC, ESMA, and MiFID compliance. Integrated settlement and middle-office solutions for equities and global back-office functions, ensuring adherence to global regulatory requirements
Front-to-Back Data
Integration and Capital Markets Big Data Warehouse
Hydration of 2,000+ entity types across asset classes in a Cloudera-based data lake, leveraging Dremio for query acceleration and AI-powered data visualization. Custom reporting modules to enhance decision-making, regulatory reporting, and operational intelligence
Value We Provide
Data-driven Capital Markets
Transformation
We enable seamless data management and integration across the trade lifecycle, ensuring high-quality reference and trade data. By consolidating and distributing critical data in real-time, we enhance operational efficiency, improve decision-making, and ensure regulatory compliance.
Scalable and Resilient
Market Infrastructure
Our solutions optimize trading workflows, risk management, and post-trade processes, leveraging scalable architectures and cloud-based platforms, ensuring better performance, adaptability to market fluctuations, and improved system resilience across asset classes.
Domain-driven expertise
in Capital Markets
With extensive experience across asset classes, trading workflows, and market structures, we provide domain-driven solutions tailored to the evolving needs of capital markets. Our expertise in risk, pricing, liquidity management, and post-trade operations enables firms to navigate complexity, optimize strategies, and stay ahead in a competitive landscape.
Client Success Stories
How Gen AI can enhance software engineering
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How advanced
digitization elevates
customer interactions
Modernization of platforms and services ensures speedy, accurate handling of high-volumes of transaction data.
How advanced
digitization elevates
customer interactions
Modernization of platforms and services ensures speedy, accurate handling of high-volumes of transaction data.
Brokerage, Wealth & Asset Management Experience
Seamless Digitalized
Client Onboarding
Modern client onboarding platforms leveraging advanced digital technologies to deliver seamless, end-to-end onboarding processes, with a strong focus on enhancing customer experience
Transformative Advisor
Portal Experience
Scalable, future-ready platforms leveraging microservices and cloud solutions to enable seamless integration with third party tools for smoother workflows, data access and comprehensive insights
Holistic Portfolio Analysis,
Insights and Reporting
On-demand access to investment performance, characteristics, and trends combined with actionable insights and recommendations to drive decision-making and streamlined reporting
Efficient, Technology-driven
Money Movement
Advanced money-movement systems utilizing modern technologies to support ACH, wire transfers, and more, with imaging features for discrepancy detection enhancing operational efficiency
Next-generation Trading
and Wealth Platforms
Re-engineered platforms built on microservices and high-availability architectures to support growing trade volumes and evolving client needs, featuring real-time trading, seamless third-party integrations and robust mobile applications
Intelligent
On-demand Analytics
Comprehensive and automated solutions for agile management of payments processes and treasury inflows and outflows
Value We Provide
Specialized Industry
Expertise
In-depth industry knowledge and tailored, high-impact solutions designed to optimize business performance.
Innovative Technology and
Superior Solutions
Expertise in cloud, microservices, and data-driven technologies to build flexible, scalable and resilient solutions that evolve with your business and drive innovation.
Collaborative
Partnership
Collaborative approach and agile execution that aligns with your strategic goals, delivering value at every stage and fostering a seamless partnership that drives operational excellence.
Client Success Stories
How Gen AI can enhance software engineering
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Company
Bring the future into focus.