Ensuring Client Success
Through Modern Solutions

Advisory

Services

We combine regulatory experience with innovative technology solutions.

Evaluation

and Selection

Our guidance leverages over 50 years of experience in technology to reduce risk and help avoid costly mistakes.

Procurement

Assistance

Blue SaaS helps clients procure the right technology for their current and future initiatives.

Disclosure

Management

Blue SaaS brings over 30 years of experience developing solutions and addressing Disclosure Management needs.

Implementation

Oversight

We guide project implementation through financial, operational, risk and regulatory lenses to ensure client success.

We assist financial institutions in their evaluation, procurement, and implementation of technology through the lens of deep regulatory insight. Together with our strategic partners at IBM and other technology firms, we provide financial services clients with customized, tech-based solutions that offer full compliance with today’s regulatory requirements.

Clients benefit from our unique service offerings in two ways: They have access to our top-tech vendor relationships, and they draw on the full financial services domain and regulatory expertise of the Secura/Isaac Group, our parent company.

We assist organizations of all sizes in their evaluation, procurement, and implementation of technology through the lens of maximizing ROI. Together with our strategic partners at IBM, Fluence Technologies, SAP Fioneer, DFIN and other best of breed technology firms, we provide our clients with customized, tech-based solutions that address the evolving needs across the organization.

Clients benefit from our unique offerings in multiple ways: They have access to our top-tech vendor relationships, benefit from over 50 years of collective experience delivering successful technology solutions, and they draw on the full financial services domain and regulatory expertise of the Secura/Isaac Group, our parent company.

What we do

Ensuring Client Success
Through Modern Solutions

Advisory

Services

We combine regulatory experience with innovative technology solutions.

Evaluation

and Selection

Our guidance leverages over 50 years of experience in technology to reduce risk and help avoid costly mistakes.

Procurement

Assistance

Blue SaaS helps clients procure the right technology for their current and future initiatives.

Disclosure

Management

Blue SaaS brings over 30 years of experience developing solutions and addressing Disclosure Management needs.

Implementation

Oversight

We guide project implementation through financial, operational, risk and regulatory lenses to ensure client success.

What we do

Clients benefit from our unique offerings in multiple ways: They have access to our top-tech vendor relationships, benefit from over 50 years of collective experience delivering successful technology solutions, and they draw on the full financial services domain and regulatory expertise of the Secura/Isaac Group, our parent company.

How we deliver value

Our parent company is the preeminent strategic advisor and partner of choice for banks and FinTech participants in the domestic and global financial sector. Secura/Isaac offers a suite of independent advisory services for these institutions and the government agencies and prudential authorities that govern them. A centerpiece of our work is helping clients navigate the complex regulatory landscape and implement important industry initiatives. The Blue SaaS team bridges the gap between regulatory domain experience and technology to drive better outcomes for our clients.

Solutions for our Clients

Advisory Services

Blue SaaS technology professionals and Secura/Isaac’s financial services experts work with client teams to understand and document key business imperatives and associated regulatory impact. Our holistic focus on people, business processes, and technology is key to finding the best solution for clients and their customers.

Our areas of expertise include:

Enterprise Modernization and Transformation
Digital Consumer Experience
Extended Planning and Analytics
Governance, Risk, Compliance and Financial Crimes

Evaluation and Selection

Evaluating, selecting, and implementing technology solutions across all industries and sectors require a continuous focus on governance, regulatory and risk impact. Our experts work closely with clients to provide guidance for technology that considers an organizations existing investment in technology, key initiatives and future growth plans. We align key business initiatives with industry-leading technology partners throughout the evaluation and selection process. Our teams work to ensure presentation and proof steps align with our clients’ business objectives and stated goals. We assist our clients in validating fit-for-purpose concepts throughout the evaluation process, and we identify and coordinate implementation options.

Procurement Assistance

Our Blue SaaS—Secura/Isaac team works with your procurement department to negotiate pricing and licensing options for your technology spend, including Professional Services. Our team of experts reviews your current license entitlements to provide guidance on modernizing or shifting to Cloud deployment, while our financial services domain experts work to ensure regulatory conformity.

Implementation Oversight

Throughout implementation, our team of experts offers checkpoints to ensure your projects are meeting the agreed upon scopes of work and when needed comply with regulatory requirements. Our guidance utilizes a variety of frameworks and operational experience to reduce risk, avoid costly mistakes and ensure the goals of our clients are achieved.

Disclosure Management

In addition to Blue SaaS’s solution for ESG Reporting, we also have over 30 years of experience in Disclosure Management, and partner with world class software companies to help organizations become more efficient, compliant, and effective in Disclosure Management.

Areas of Disclosure Management that we help solve:

ESG Reporting
Narrative Reporting
Board Books
SEC Filings/Regulatory Filings
XBRL Tagging

For any questions, please contact us.

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