Banking has a history of adapting to meet the ever-changing demands of its customers, security risks, and the strict regulations of the industry. To be a leader in banking, you must not only have an innovative technology strategy but also a trusted partner to help you execute it. As a leading IT and Engineering services provider, Brooksource assists our partners in staying at the forefront of the industry and the practices listed below.

CRM & Salesforce Services

Digital Experience

Cloud Adoption & Scalability

Enterprise Tools & Infrastructure

Data Optimization

CORE Modernization

CRM & Salesforce Services

As a certified Salesforce Partner and fellow user, Brooksource helps banks unify their products and services to improve user experience and customer loyalty. From advisory support to project execution, and even workforce transformation services that build out your internal Salesforce resources, Brooksource has the experience to be a one-stop service partner for all your Salesforce needs.

Product Implementations, Customizations, & Integrations

Classic to Lightning Version Upgrades

Financial Services Cloud, Sales Cloud, Service Cloud, Marketing Cloud, Einstein GPT, & MuleSoft

Digital Experience

Today’s customers have not only adopted digital banking products into their daily habits but have grown to expect them. Simply offering these services is no longer enough to differentiate yourself from competitors. By partnering with Brooksource, we can help you develop and optimize the digital experience that your customers demand.

Web & Mobile Applications

Chatbot/Virtual Assistant Integration

Financial Literacy Gamification

Test Automation

API Development & Integration

Robotic Process Automation

Cloud Adoption & Scalability

Our banking partners are focused on effectively and securely migrating to the cloud. However, variables like what platform is the best fit, the current state of your cloud journey, and future-state goals, are all unique to your organization, and thus you deserve solutions that are tailored to these needs. As a certified service partner for the top cloud platforms, Brooksource provides vendor-agnostic cloud assessments and the niche resources needed for short and long-term ROI.

Certified Cloud Partner

Cloud Strategy Advisory

Migration & Optimization Assessments

Lift & Shift or Refectory Services

Enterprise Tools & Infrastructure

Throughout history, the banking industry has acted as the foundation for economic growth and innovation. As technology continues to rapidly increase the complexity and volume of transactions, banks must simultaneously modernize their infrastructure to respond to this hyper growth and the new threats it creates.

Network Infrastructure Enhancements

Data Center & Cloud Services

Hardware Refresh

Data Optimization

Providing customized financial products has been a staple of the banking industry since its inception. Recent innovations in data have opened a whole new world of personalization possibilities, but this data is only as valuable as the insights you can pull from it. Brooksource assists our clients through data model assessments, advisory services, and building high-performing teams to ensure effective data management strategies and full optimization of your investments.


Data Warehouse Modernization

Data Engineering

Data Analytics

Data Visualization & Reporting


CORE Modernization

Despite the digital revolution transforming financial products and services, these innovations are still being limited by legacy-based mainframe systems, especially CORE deposit and payment systems. The long-anticipated time for CORE modernization is here! Brooksource has the expertise and experience to handle migration efforts while maintaining the legacy systems throughout the multi-year modernization.

Real-Time Banking

Legacy & Mainframe Support

API integration

SaaS & Cloud Native Systems

FIS Alliance Network


As a recognized member of these technology company partner ecosystems, we are currently offering consulting services related to specific technology products.

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National Vertical Manager - Banking Services

Since joining Brooksource in 2006, I have assisted our partners with complex initiatives, niche resource strategies, and human capital innovation. Living in Charlotte, NC, the second-largest banking city in the nation has kept me at the forefront of banking and given me an inside look into the digital revolution taking over the industry. Brooksource has played a vital role in supporting these modernization efforts. Please feel free to reach out with any questions, I look forward to partnering as we continue building the future of banking!

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