SOLUTIONS FOR FINANCIAL SERVICES

Modern Identity for Modern Finance

Deliver secure, seamless, and compliant digital banking experiences that protect assets and build lifelong customer loyalty.

Trusted Identity Experiences for Wealth Management, Banking, and Fintech

In the financial sector, identity is the foundation of every transaction. Whether managing high-net-worth portfolios or providing retail banking apps, financial institutions need robust, secure, and frictionless identity experiences that mitigate fraud while meeting the highest regulatory standards.

50+ Million Identities Managed

ecurely migrated, integrated, and maintained over 50 million customer records for global brands

Trusted by Leading Enterprises

Partnered with 20+ major organizations to transform their identity strategy and operations

Serving Clients Across Continents

Delivered CIAM solutions in multiple countries with local expertise in the US, Brazil, and the Philippines

Hundreds of Applications Migrated

Seamlessly transitioned hundreds of applications to modern CIAM platforms—on time and on budget

Identity is Critical to Modern Financial Services

Financial institutions are facing a digital-first revolution—from open banking initiatives to AI-driven wealth management. Without a modern identity layer, digital transformation leads to security gaps and customer churn.

Common CIAM Challenges in Finance

Outdated authentication and fragmented user data erode customer trust, invite regulatory fines, and increase operational risk.

High Friction Onboarding

Lengthy KYC processes and disjointed registration flows cause potential customers to drop off before their first deposit.

Sophisticated Fraud & ATO

Credential stuffing and social engineering bypass weak MFA, leading to financial loss and brand damage.

Regulatory Compliance Burdens

Navigating evolving requirements like PSD2, SCA, and Anti-Money Laundering (AML) laws across different jurisdictions is complex.

Siloed Customer Data

Managing separate identities for retail banking, loans, and investments prevents a 360-degree view of the customer.

Compliance & Policy Gaps

Failing to meet identity-related standards (e.g. NIST, FedRAMP, GDPR-equivalent local regs) poses serious regulatory and reputational risk.

System Downtime & Latency

Identity system failures prevent customers from accessing funds, leading to immediate reputational crisis.

CIAM SOLUTIONS FOR FINANCE

How We Help Financial Institutions

Next Reason brings deep expertise in modernizing identity for public-sector institutions—helping agencies streamline access, protect data, and serve citizens more effectively.

CIAM Modernization & Migration

Replace rigid legacy systems with agile, cloud-native platforms that scale during market volatility.

Frictionless KYC & Onboarding

Integrate identity verification seamlessly into the sign-up flow to speed up account opening while remaining compliant.

Advanced Fraud Orchestration

Implement risk-based authentication and bot detection to stop threats before they reach the transaction layer.

Open Banking & Ecosystem Integration

Securely share data with third-party providers (TPPs) through robust consent management and API security.

Results That Matter

Protect your assets, stay compliant, and deliver a superior digital banking experience.

Unmatched Expertise in Key Areas

Your trusted customer identity partner, we excel in all critical CIAM topics to provide exert customer identity services. From intricate challenges to tailored requirements, we deliver unmatched expertise in every facet of CIAM.

Frictionless and Secure Authentication

Users expect fast, seamless logins—especially on mobile—but businesses also need to protect against fraud.

Key features: Passkeys, Passwordless login, biometrics, adaptive MFA, social login.

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Identity Verification and Fraud Prevention

Verifying user identities during registration or high-risk actions helps prevent fake accounts and account takeovers.

Key features: KYC integrations, document scanning, risk-based verification, bot detection.

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Consent and Privacy Mgmt

Compliance with privacy laws (GDPR, CCPA, etc.) is mandatory and customers care about how their data is handled.

Key features: Granular consent tracking, data portability, user dashboards for managing preferences.

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Scalability and Performance

Businesses need identity systems that can handle millions of users with low latency across regions and devices.

Key features: Cloud-native architecture, edge authentication, elastic scaling.

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Personalized User Experiences

Identity data can drive better UX and revenue through personalization and segmentation.

Key features: Progressive profiling, identity-driven recommendations, custom onboarding flows.