Financial Services

Proven Centers of Excellence and CoE solutions for customer centric, specific finance needs.

Finance Is the Future

Proven Centers of Excellence, CoE solutions for customer centric, specific finance needs.

FirstAlign helps companies face challenges and explore opportunities. Organizations use our practice to enhance their financial administration. This enables them to adjust quicker and respond in real time, providing guidance for decisions with better understanding as to the business impacts.

There is a large opportunity for finance organizations to collaborate with partners. This includes taking advantage of the many digital interfaces. This facilitates the delivery of tailored advice services and enhanced customer experience, allowing financial organizations to provide their customers access to non-traditional investment strategies and opportunities.

Line Icon Circle Financial Services & Investment


With interest rates increasing and in response to the recent crisis, wealth management is encountering structural shifts as well as robotic automation.

Institutions are responding to regulatory challenges, encountering a new generation of investors and establishing partnerships. They are focusing on using automation as a driving force for new efficiencies. They are undergoing a number of changes. A new range of client behaviors and shifts in sources of profitability to new sales products and emerging business models can be seen.

Financial companies continue to open their door to innovation. However, there are concerns about the difficulties in finding the right teams and resources for the future, not to mention the potential impact of competitors.

Areas of Focus

FirstAlign offers solutions to help run your Wealth Management and Financial Administration business better, faster, and simpler. We offer comprehensive solutions for many areas across the institution that involve:

Centers of Excellence

Customer Engagement & Personalization

Digital Self-service & Robotic-Advising

Segment & Service Operating Models

Operations and Infrastructure

Science & Human Based Models

Wealth Management Operations

Capital Markets

Full Service & Brokerage

High-end Brokerage

Private Banking

Investment Advisors

Why FirstAlign

We Believe in Excellence

Providing leadership, best practices, research, support and training with a focus on technology, business concepts and skills.

We Trust in a Better Business

We do not accept the status-quo. Our conviction is that Business as Usual is an evolving state. Constant improvement produces sustainable performance and growth.

We Empower Transformation

We want to make Business better, change is in our DNA. We strive for better and longer-term innovation options while building sustainable value.

We Have Faith in Human Potential

We feel innovation is the bedrock to human potential. We believe Artificial Intelligence can improve human ingenuity.

Featured Solutions

Center of Excellence

Center of Excellence

Unifying standards & methods to

generate performance, improve

productivity, reduce cost & waste.

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Application Portfolio Management

Application Portfolio Management

Framework for managing enterprise

IT software applications and

software-based services.

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  • FirstAlign Solutions 227 W 4th Street, Charlotte, NC 28202
  • (646) 233-2555
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