Financial Services

IT built for regulated financial institutions

Financial IT teams are expected to prove every decision, trace every change, and control every asset. InvGate gives you the operational foundation to meet that bar — no 20-day spreadsheet exercise every time an auditor walks in.

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Trusted by financial institutions across the Americas

Case study

The challenge

IT in financial services isn't a support function. It's a regulated activity.

Every system, every access decision, every change carries potential audit consequences. These are the challenges that define how IT Directors in this sector actually spend their time.

Audit traceability on demand

Regulators want complete, traceable evidence of every incident, change, and access decision. Most teams can't produce that without weeks of manual reconstruction.

Legacy tool debt

Outdated ITSM platforms require expensive specialists, charge per-upgrade fees, and break customizations. The tool has become the liability — not the solution.

Process inconsistency across branches

Banks with dozens of branches effectively have as many informal workflows. Requests arrive by email, WhatsApp, phone. No traceability. No operational data.

Vendor security scrutiny

Deploying new ITSM in a financial institution triggers a parallel infosec assessment. Vendors unprepared for this review cause projects to stall before implementation begins.

System dependency blind spots

Regulators expect banks to map critical services end-to-end. Without a dependency map, changes carry unknown blast radius and incidents cascade without clear ownership.

Hardware lifecycle gaps

ATMs, branch workstations, servers. Inventory lives in spreadsheets. Purchase orders don't connect to assets. Total cost of ownership is split across systems IT can't access.

Audit & Compliance

Compliance documentation as a daily operational state

InvGate Asset Management logs every incident, routes every change through an approval chain with a backout plan, and applies separate governance workflows per asset type. When auditors arrive, the evidence is already there.

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Change Management

Know the blast radius before anything touches production

InvGate's CMDB maps logical and physical dependencies so every change goes through approval with a full impact analysis attached. Your team configures the workflows without needing external contractors.

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Branch & Department Standardization

One platform across every branch, every department, every process

InvGate Service Management replaces informal channels — email, WhatsApp, phone — with structured workflows and a Self-Service Portal that HR, payroll, and compliance will actually use. Go live in weeks, not after a months-long implementation.

See Self-Service Portal

Hardware Asset Management

Full visibility on what you're running, what it costs, and what breaks if it changes

Every asset — ATMs, workstations, servers — tracked from procurement to decommission, with EOL alerts before they become incidents. The evidence trail compliance needs is generated automatically.

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Enterprise Security

Built to pass your infosec review before your team asks for the paperwork

SOC 2 Type II and ISO 27001:2022 certified, with a public Trust Center, native SAML 2.0 SSO, and role-based access control out of the box. No stalled implementations because a vendor wasn't prepared for the security assessment.

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Financial institutions that run on InvGate

Published case studies from regulated financial organizations across the Americas.

“In InvGate, we found a business partner that accompanies us through every step of our IT operations. I particularly appreciate the visibility into the lifecycle of each incident, which allows us to implement continual improvements in our processes.”

Eduardo Ocampo, IT Production Manager at EfectivoSí

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EfectivoSí · Financial services · Argentina

98%NPS score

22help desks unified

“We are one full support department now, which is amazing. Even though it's spanning so many groups and teams, InvGate Service Management is one place to go for help. And from an end-user perspective, that's just amazing”

Megan Engels - IT Service Desk Manager

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Peoples Bank - USA

24departments unified

75%increase in portal adoption