Discover & prioritize.
Understand customer needs, operational friction, and system constraints. Agree on the opportunity, priorities, measures of success, and a sequenced roadmap.
Finance & insurance. Reimagined.
Define the change.
Make it real.
We help financial services and insurance organizations turn business ambition into new products, better experiences, and connected operations. Strategy, design, and engineering—shaped around your business and carried through to implementation.
Explore how we helpStrategy · Experience · TechnologyScroll to explore
What we do, and why
Transformation starts
with the whole business.
A loan application needs documents, a review process, and a servicing system. An insurance portal needs policy data and a clear handoff to operations. Disconnected systems make those journeys difficult to build.
Firefly brings business and technology into the same conversation. We assess the current journey, define the target experience and operating processes, and turn those decisions into a practical roadmap. Then we design, build, and integrate the capabilities that make it work.
The sectors we help transform
Financial products.
Connected operations.
For banks, lenders, insurers, and businesses building financial services. Start with a specific product, process, or system you need to change.
Banking & financeBanking platforms.
Banking platforms.
Lending journeys.
Accounts, payments, and lending applications, connected to customer journeys and the teams who manage them.
Explore bankingInsuranceInsurance portals.
Insurance portals.
Servicing workflows.
Customer and broker experiences, document handling, and claims-related workflows connected to your policy systems.
Explore insuranceThe capabilities that turn direction into delivery
Transformation strategy & solution design
Diagnose the friction, prioritize opportunities, and define the experience, operating processes, and technology roadmap.
Customer portals & operational applications
Design and build the screens, journeys, and workspaces your customers, partners, and internal teams need.
AI applications & workflow automation
Extract information from documents, retrieve business knowledge, and coordinate tasks with explicit human review.
Architecture, integration & modernization
Define service boundaries, connect existing systems, and implement new capabilities in stages.
Transformation in practice
Real needs.
New possibilities.
From everyday friction to new propositions. Explore the kinds of challenges we help frame, design, and implement—each shaped around your organization.
One connected view of the business, the experience, and the technology behind it.
Illustrative engagements, tailored to your needs.01Banking & lendingFrom application to a clear next step.
The need
Customers repeat information while operations chase documents and move requests between systems.
How we approach it
Map the onboarding or lending journey end to end. Redesign the handoffs, connect identity and document services, and give customers and reviewers a shared view of progress.
What we shape together
Journey blueprint · Application experience · Review workspace · System integrations
02Insurance operationsMake the claims journey easier to navigate.
The need
A claim notification can become a chain of missing information, manual follow-ups, and unclear ownership.
How we approach it
Design a guided intake and evidence collection journey. Connect it to policy data and review queues, with explicit responsibility for exceptions and decisions.
What we shape together
Service blueprint · Guided intake · Case workspace · Status and handoff flows
03AI-assisted operationsPut AI to work inside a defined process.
The need
Teams spend time reading documents and finding procedures, while isolated AI experiments lack a route into everyday work.
How we approach it
Select a bounded task and establish evaluation criteria. Connect approved information sources, show supporting evidence, and route uncertain results to people before any consequential action.
What we shape together
Use-case assessment · Evaluated prototype · Permission model · Integrated review workflow
04New financial propositionsBring financial services into the experience.
The need
A new account, payment, or lending proposition needs a coherent customer journey and a clear division of responsibilities across providers.
How we approach it
Define the proposition and service model. Map the partner, banking, and operational dependencies, then connect the application to the relevant APIs and business controls.
What we shape together
Proposition scope · Partner integration map · Customer experience · Operational tools
05Core modernizationChange the core in deliberate stages.
The need
Dependencies on existing systems make it difficult to introduce new capabilities without disrupting day-to-day operations.
How we approach it
Assess the current architecture and identify a bounded first capability. Define coexistence, data reconciliation, migration, and rollback before expanding the change.
What we shape together
Capability roadmap · Target architecture · Integration boundaries · Transition plan
06Customer & partner experienceGive every channel a connected service.
The need
Customers, brokers, and internal teams see different information and must repeat work when a request changes hands.
How we approach it
Design the service across roles and channels. Build tailored portals and operational workspaces around shared business rules, access boundaries, and a consistent view of the request.
What we shape together
Experience strategy · Role-based journeys · Design system · Connected portals
Firefly core banking
Our own core banking.
Open to build on.
We developed Firefly: an open-source platform organized into accounts, ledger, payments, cards, and lending services. Inspect the source, understand the architecture, and discuss the integration and custom development your banking model requires.
Discover Firefly core bankingCustomer experiencesBusiness rules & APIsExisting systems
Independent services, composed around your banking model.
How we work with you
From strategic direction
to everyday operation.
Engage us to shape a transformation roadmap, redesign a critical journey, or deliver a new capability. We connect the decisions from each stage, so the business intent survives the move from strategy to implementation.
About our approachDesign the future state.
Bring journeys, responsibilities, business rules, and architecture into one service blueprint. Prototype the experience and decide what to build, reuse, or connect.
Deliver & enable.
Build and validate in increments. Prepare the data transition, team workflows, runbooks, and handover. Review the result against the agreed business and technical acceptance criteria.
Why we invest in open source
Shared technology.
Tailored solutions.
We founded the Firefly Software Foundation to develop and maintain open-source initiatives, including core banking and Firefly Framework. These projects make the underlying engineering available to inspect and extend. Your application, business rules, and integrations are designed for your organization.
Discover the ecosystemPerspectives
Decisions behind
the transformation.
Our perspective on modular architecture and open source—and what those choices mean for the systems you build.
Discuss your next move
What needs
to change?
Tell us where you want to take your business and what stands in the way. We can help frame the opportunity, shape the roadmap, and define a practical first step.
Start a conversation