Ensuring Client Success
Through Modern Solutions

Advisory

Services

We combine regulatory experience with innovative technology solutions.

Implementation

Oversight

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

Technology

Partnerships

Our Technology Partnerships ensure our clients are being presented with the best of breed software companies.

Disclosure

Management

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

Environmental,

Social and Governance

Our ESG Solution allows for a Start Anywhere approach to ESG data collection and reporting.

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.

Implementation

Oversight

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

Technology

Partnerships

Our Technology Partnerships ensure our clients are being presented with the best of breed software companies.

Disclosure

Management

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

Environmental,

Social and Governance

Our ESG Solution allows for a Start Anywhere approach to ESG data collection and reporting.

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

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.

Technology Partnerships

Our decades of experience have taught us that partnering with the technology companies with complimentary solutions is the best approach to ensure our clients success. The technology partnerships Blue SaaS has established rank as Thought Leaders in their own respective areas of expertise.

Environmental, Social and Governance

Blue Zone ESG delivers an integrated suite of ESG solutions to support these unique requirements to provide you with access to a comprehensive view of data and analytics on ESG issues for more informed decision making.

Our comprehensive coverage across global markets combined with in-depth ESG intelligence provides financial institutions, corporations, and governments an unmatched level of clarity and confidence.

Learn more about Blue SaaS’s approach to ESG Data Collection, Analysis and Reporting:

Overview of ESG

Blue Zone ESG

ESG Services and Reporting

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

Client Success

For any questions, please contact us.

Get in touch