Cloud Transformation & ERP Expertise for Financial Services

Financial services organizations face increasing pressure to deliver seamless digital experiences, ensure compliance, and reduce IT costs — all while competing with agile fintech challengers. Customers expect mobile-first banking, real-time transactions, and personalized services. Regulators demand transparency, security, and audit readiness. Meanwhile, legacy systems and siloed data slow down innovation.



Purpose-Built Cloud Transformation for Manufacturing

In today’s competitive manufacturing landscape, agility and efficiency are paramount. Manufacturers must balance complex supply chains, regulatory compliance, global operations, and rising customer expectations — all while modernizing legacy systems. 

At Protera, we help manufacturing companies transform operations, streamline IT, and unlock new opportunities through tailored IT outsourcing, managed services, and ERP expertise. With decades of experience supporting manufacturers, we understand the pressures of global supply chains, the need for operational excellence, and the urgency of adopting next-generation technologies such as AI, IoT, and automation. 

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Cloud & UX Platform

Protera developed an industry-leading cloud and customer experience platform, CloudVantage, which incorporates automation and AI to deliver actionable performance insights, integrated security, and service orchestration across private and public clouds.

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Partner, Not Provider

Protera establishes a true partnership with our clients—we strive to become an extension of your IT team. We are not “order-takers”—we believe in proactive governance of your landscapes. Our focus is to ensure that IT powers your business growth and that your users’ overall experience with IT is a positive one.

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Challenges We Solve

 

At Protera, we specialize in IT outsourcing and ERP managed services for financial services, helping banks, credit unions, investment firms, insurers, payment processors and capital markets leaders modernize operations, migrate to the cloud, and adopt AI-driven solutions. As a trusted Managed Services Provider (MSP) for financial services, we deliver secure, scalable, and compliant IT environments that allow CIOs and IT Directors to focus on growth. 

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Digital Transformation & Customer Experience

Financial institutions must balance digital innovation with regulatory compliance. Protera helps you: 

  • Enable cloud-native platforms for mobile banking, digital wallets, and fintech integrations, resulting in faster product launches and omnichannel services. 
  • Modernize core banking and ERP applications to deliver always-available digital services that drive higher customer satisfaction and retention. 
  • Integrate CRM, ERP, and compliance systems for a single view of the customer — enabling personalized services that strengthen loyalty.

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Security, Compliance & Risk Management

Security and trust are the foundation of financial services. Protera strengthens your compliance posture by: 

  • Providing 24/7 managed services and proactive monitoring to minimize downtime and protect sensitive financial data — delivering resilient operations with continuous availability. 
  • Designing cloud and ERP environments with built-in compliance for SOX, PCI, GDPR, and industry regulations, Protera ensures audit readiness and reduced risk exposure. 
  • Using advanced analytics to detect anomalies and prevent fraud leads to lower financial losses and improved operational efficiency. 

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Generative AI & Analytics in Financial Services

AI is redefining how financial services operate, from client engagement to risk modeling. Protera enables you to lead with AI by: 

  • Deploying Gen AI chatbots and digital assistants that increase conversion rates and reduce customer support costs. 
  • Applying predictive analytics for credit scoring, portfolio optimization, and fraud detection — driving faster, more accurate decisions. 
  • Seamlessly integrating AI into SAP and financial ERP systems — enabling smarter insights and shorter innovation cycles without disruption. 

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Operational Efficiency & Cost Optimization

Rising costs and margin pressure require smarter IT operations. Protera helps financial institutions thrive by: 

  • Outsourcing IT operations and application management — resulting in lower IT costs and improved scalability. 
  • Automating workflows within ERP systems to achieve faster transaction processing and greater productivity. 
  • Using cloud-enabled reporting and analytics for real-time financial planning — enabling better decision-making and business agility. 

 

The Protera Advantage 

 

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End-to-End IT Outsourcing

From infrastructure management to application support, we reduce complexity and costs while improving performance. 

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Enterprise Application Expertise

We manage and modernize ERP, databases, and business-critical systems tailored for the financial services sector. 

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SAP Expertise

As a trusted SAP partner, we deliver SAP hosting, migration, and optimization tailored for the financial services sector.

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AI & Automation Enablement

We help financial services firms harness AI for process automation, predictive maintenance, and supply chain optimization.

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 24/7 Managed Services

Proactive monitoring, security, and support ensure your operations never stop running. 

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The People

Everyone from our certified tech experts to our client delivery team share a primary goal: Exceeding client expectations. 

01

Discover

We run collaborative workshops with your team to understand requirements, define goals, and build a prioritized backlog for automation initiatives.

Output: Automation initiative backlog 

02

Build

Our team executes against the jointly-defined backlog using an agile, sprint-based approach to quickly deliver incremental value with visibility into progress.

Output: Automation enabled via agile delivery model

03

Discover

Regular sessions to review progress, reprioritize tasks, and incorporate new requirements for both DevOps automation and operational procedures.  

Output: Critical tasks appropriately prioritized

Real stories, real impact.

Client Stories & Helpful References

01

Discover

We run collaborative workshops with your team to understand requirements, define goals, and build a prioritized backlog for automation initiatives.

Output: Automation initiative backlog 

02

Build

Our team executes against the jointly-defined backlog using an agile, sprint-based approach to quickly deliver incremental value with visibility into progress.

Output: Automation enabled via agile delivery model

03

Discover

Regular sessions to review progress, reprioritize tasks, and incorporate new requirements for both DevOps automation and operational procedures.  

Output: Critical tasks appropriately prioritized

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Driving Financial Innovation with SAP on Cloud

Discover how a global investment leader achieved cost savings, agility, and zero downtime by modernizing SAP on AWS.

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01

Discover

We run collaborative workshops with your team to understand requirements, define goals, and build a prioritized backlog for automation initiatives.

Output: Automation initiative backlog 

02

Build

Our team executes against the jointly-defined backlog using an agile, sprint-based approach to quickly deliver incremental value with visibility into progress.

Output: Automation enabled via agile delivery model

03

Discover

Regular sessions to review progress, reprioritize tasks, and incorporate new requirements for both DevOps automation and operational procedures.  

Output: Critical tasks appropriately prioritized

01

Discover

We run collaborative workshops with your team to understand requirements, define goals, and build a prioritized backlog for automation initiatives.

Output: Automation initiative backlog 

02

Build

Our team executes against the jointly-defined backlog using an agile, sprint-based approach to quickly deliver incremental value with visibility into progress.

Output: Automation enabled via agile delivery model

03

Discover

Regular sessions to review progress, reprioritize tasks, and incorporate new requirements for both DevOps automation and operational procedures.  

Output: Critical tasks appropriately prioritized

01

Discover

We run collaborative workshops with your team to understand requirements, define goals, and build a prioritized backlog for automation initiatives.

Output: Automation initiative backlog 

02

Build

Our team executes against the jointly-defined backlog using an agile, sprint-based approach to quickly deliver incremental value with visibility into progress.

Output: Automation enabled via agile delivery model

03

Discover

Regular sessions to review progress, reprioritize tasks, and incorporate new requirements for both DevOps automation and operational procedures.  

Output: Critical tasks appropriately prioritized

01

Discover

We run collaborative workshops with your team to understand requirements, define goals, and build a prioritized backlog for automation initiatives.

Output: Automation initiative backlog 

02

Build

Our team executes against the jointly-defined backlog using an agile, sprint-based approach to quickly deliver incremental value with visibility into progress.

Output: Automation enabled via agile delivery model

03

Discover

Regular sessions to review progress, reprioritize tasks, and incorporate new requirements for both DevOps automation and operational procedures.  

Output: Critical tasks appropriately prioritized

Connect With Protera For Cloud Success

Financial services CIOs and IT Directors rely on Protera because we understand the sector’s complex challenges, including regulatory compliance, risk management, customer experience, and operational efficiency. With decades of ERP and SAP expertise, we serve as more than just a managed service provider. We act as a true strategic partner.

By choosing Protera as your financial services managed services provider, IT evolves into a driver of innovation, trust, and growth, transforming the focus from cost management to long-term value creation.