BANKING & FINANCE

Supporting Digital Transformation in
Banking & Finance

We build custom systems for the workflows your core platforms don’t handle well: reporting, internal processes, and data coordination across teams.
Our solutions extend your existing systems, automate repeatable work, and give you clear visibility into how your operations actually run.
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OVERVIEW

Claris FileMaker Solutions That Support Financial Operations

Most financial organizations rely on core systems like CRM, accounting, and reporting platforms. But the workflows that tie everything together are often fragmented across spreadsheets, email, and manual processes.

We build custom FileMaker systems that sit alongside your existing tools to manage those gaps. From internal reporting and approvals to data coordination and operational tracking, our solutions help teams work more efficiently without replacing the systems they already depend on.

WHY WE’RE DIFFERENT

Built for the Work Between Systems

We specialize in custom pragmatic, durable systems that meet the realities of banks, credit unions, lenders, wealth managers, and fintech ops teams. Our approach modernizes what you already have, integrates the tools you rely on, and supports branch and field staff. Here are a few examples of projects we’ve worked on:
 

  • Commission and bonus tracking systems across advisors and teams

  • Internal reporting workflows that consolidate data from multiple systems

  • Approval and routing systems for financial and operational processes

  • Reconciliation tools that bridge gaps between accounting and operational data

  • Custom dashboards for tracking performance, payouts, and internal metrics

  • Workflow systems that replace spreadsheets and manual coordination

 
OUR SERVICES

What We Build For Banking & Finance Organizations

End‑to‑end solutions and focused modules that slot into your stack.
 

  • Track (Specialized Operational Workflows): Custom systems for processes like commissions, internal reporting, and workflow tracking that don’t fit cleanly into standard platforms.

  • Coordinate (Data & Process Management): Systems that route information, manage approvals, and connect data across teams and tools.

  • Integrate (Extend Existing Systems): Connect your CRM, accounting, and internal tools to eliminate re-entry and improve consistency.

  • Report (Visibility & Decision Support): Dashboards and reporting layers that give teams a clear view into operations, performance, and financial data.

 
For many years, we grew successfully because of the technology tools Kyo Logic developed for us.
 
Tom Derreaux
Executive Vice President, Plowshare Group,
 

 
FREQUENTLY ASKED QUESTIONS
 

  • Discovery 1–2 weeks, pilot in ~30 days, then iterative releases every 2–4 weeks.

  • Pilots often start $15–40k depending on scope; production rollouts vary by site count, integrations, and compliance needs.

  • Both. We support FileMaker Server in the cloud or on‑prem with Encryption at Rest, roles, SSO, and audit logging.

  • Yes—via APIs/ODBC/Claris Connect. Common patterns include ACH/NACHA, statement & wire imports, credit‑bureau pulls, OFAC/PEP checks, GL sync, and CRM integrations.

 
SHAPING IDEAS

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Ready to see what’s possible?

Let’s talk about how we can help you streamline, scale, or innovate—on your terms.

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