Finastra is a leading global provider of financial services software headquartered in London, United Kingdom. The company was formed in 2017 through the integration of Misys and D+H under the ownership of Vista Equity Partners, combining more than 180 years of collective expertise in financial technology and long-standing partnerships with financial institutions worldwide. Finastra delivers secure, reliable, mission-critical software to over 7,000 customers globally, including approximately 80 percent of the top 50 global banks, and helps underwrite an estimated $3.8 trillion in syndicated loans while facilitating the movement of roughly $7 trillion in daily financial transactions. Customers using its lending technologies can close new loan packages in as little as 2.2 seconds, reflecting the company’s focus on performance and operational efficiency. Finastra’s broad portfolio spans retail and digital banking, lending, payments, and treasury operations, with an emphasis on open, flexible technology that supports digital transformation, cloud adoption, and scalable modern architectures. Its global reach and technological depth position the company as a key partner for financial institutions navigating the evolving landscape of finance and innovation. Visit www.finastra.com

Lending Solutions: Finastra offers a comprehensive portfolio of end-to-end lending solutions that cover syndicated, commercial, consumer, and mortgage lending, designed to simplify and streamline the full loan lifecycle from origination to servicing. These solutions deliver a consistent, frictionless digital borrower experience, improve customer onboarding, reduce complexity and manual processes, and provide operational efficiency with a clear return on investment. The lending portfolio includes advanced tools and platforms that support both retail and corporate lenders, optimize decision-making, and help institutions scale efficiently in competitive markets.

US Mid-Market Banking: Finastra’s US mid-market solutions equip community banks, credit unions, and regional financial institutions with flexible digital, retail, and commercial banking software. These offerings leverage open APIs and advanced analytics to help institutions respond to regulatory change, enhance customer engagement through personalized customer experiences, and build products and services that align with evolving consumer needs. The open, agile platforms enable scalable growth, integrated front-to-back connectivity, and operational efficiency across the institution.

Payments Solutions: Finastra’s payments solutions provide scalable global payment processing built on an open, cloud-based, API-first framework. These products help financial institutions adapt to evolving technology trends, consolidate and simplify payments infrastructures, reduce costs, and accelerate deployment of new capabilities. The suite supports both domestic and international payment needs, enabling back-office efficiencies and enhanced front-end experiences for customers.

Universal Banking: The universal banking offerings deliver modern, cloud-enabled core and digital banking solutions for retail, commercial, and universal banks, as well as credit unions and Islamic finance institutions. These solutions combine deep product functionality with embedded analytics to deliver personalized customer experiences, improve targeting and service, and support innovation and growth while managing risk and operational cost.

Services

Training Services: Finastra provides tailored training and certification services led by its own experts to help customers and partners maximize the value and adoption of Finastra solutions. Training offerings include flexible self-paced online courses, instructor-led sessions both remote and in person, and customized programs developed to meet specific organizational needs. These services aim to drive ROI, reduce risk, and enhance user proficiency with current and major release functionality.

Managed Services: Finastra’s managed services offering helps financial institutions transfer the operational burden of running and maintaining their systems to an expert service model. This software-led service accelerates business agility, mitigates risk, increases resilience, and simplifies architecture to reduce total cost of ownership. Through integrated frameworks, open APIs, and automated testing, managed services support quality outcomes and ongoing innovation for lending, payments, and broader banking platforms.

Preferred Active Support: Preferred Active Support (PAS) is a proactive, subscription-based support model designed to help larger financial institutions achieve better operational outcomes from their Finastra solutions. It offers personalized and prioritized case support, proactive diagnostic and enablement services, and guidance through the software lifecycle to increase operational excellence, optimize product usage, and minimize risk. PAS is available for both corporate and retail lending products, providing high-touch support tailored to customer needs.

Corporate Lending Services: Finastra’s Corporate Lending Services enhance operational efficiency and technology adoption for commercial lending platforms. These services include implementation and upgrade support, consultative system reviews, proactive support through Preferred Active Support, and tools and training designed to help institutions optimize their use of Finastra’s corporate lending solutions and improve performance, integration, and continuous improvement.

Confirmation Matching Service: The Confirmation Matching Service automates post-trade confirmation processes to reduce operational risk and increase efficiency for banks, corporates, and fund managers. As a cloud-enabled SaaS solution with smart API integration, it automates matching, reduces manual processes, and supports secure, real-time confirmation management across SWIFT and non-SWIFT counterparties.

Lending Cloud Service: Finastra’s Lending Cloud Service (LCS) delivers key lending and trade finance functionality as a cloud-based managed service. Built in partnership with leading technology providers, LCS accelerates deployment of new capabilities, enhances automation and compliance, and supports robust, scalable operations with ongoing updates and service agility. This cloud solution enables institutions to focus on core competencies while benefiting from enterprise-grade infrastructure and continuous feature improvements.

“Finastra’s Islamic Banking stands out for its exceptional flexibility, reliability, and robust automation of Islamic Profit Distribution (IPD). The platform supports multiple pools and product types, along with customizable distribution rules, and fully automated IPD processes. This flexibility ensures seamless compliance with local laws and international standards, positioning the system as a leader in Islamic banking technology.”- Sheikh Monirul Islam, EVP & Head of Core Business Team, AB Bank PLC

“Finastra’s open platform approach, deep banking expertise and commitment to co‑innovation make them a standout partner in our digital journey.”- I G W Anantayoga, General Manager of Wholesale Product Transaction & Value Chain Division, BNI

“As we have matured, the functional, operational and architectural capabilities of Finastra Essence have become critical to help us launch new products and services and increase efficiencies to translate growth into profitability.” – Greg Krasnov, President & CEO, Tonik

“So now, when actually we are saying these 1400 uposhakhas and branches is giving me $4.8 billion deposits and $4 billion loans, the growth has happened 100% from 2019 to this point. Technology was one of the key aspects for this growth, and the technology integration has worked well.” – Monitur Rahman, Deputy Managing Director and Chief Information Officer, IFIC Bank

“We have worked with Finastra for many years and deeply value its team’s proven experience implementing instant payments services not just in the United States, but across the globe. Finastra Payments To Go gives us access to the same payment processing technology used by big banks, enabling us to provide our customers with state-of-the-art payment services in addition to the experience they have come to expect from us.” – Sarah Booker, Senior Vice President, Deposit and Card Operations Manager at Jefferson Bank

“Finastra is a market leader in trade services globally, which plays to our ambition of being the best trade finance provider in GCC, with the highest standards of risk mitigation and compliance.” – Hussam Alkokhon, Head of Trade Finance at CQUR Bank

For more information, visit here.

Helen Cook recognized as Woman Leader of the Year

Chris Walters, Chief Executive Officer

Chris is a seasoned CEO with extensive experience leading technology and data-driven businesses. Responsible for guiding Finastra’s strategic growth and innovation, he is passionate about delivering exceptional customer experiences. He has a proven track record of driving revenue growth through building talented teams and developing scalable, innovative products across both public and private sectors. Prior roles include CEO at Pluralsight and Avantax, where he fostered strong cultures and received ‘Great Place to Work’ certification. His background also features senior leadership at Bloomberg, The Weather Company, and Encompass Digital Media, as well as advisory roles at McKinsey and Activate Consulting. He serves on the Board of PrizePicks and holds an MBA from the University of Chicago Booth School of Business. 

Don Baptiste, Chief Operating Officer

Don is an experienced operations executive and transformation leader with a proven track record of enhancing performance across global organizations. At Finastra, he manages analytics, customer insights, cross-selling, partnerships, sales operations, and strategic programs to ensure consistent strategy execution. Prior to this, Don led large-scale transformation projects at two PE-backed tech firms, focusing on revenue growth and operational efficiency. He also worked at McKinsey’s Transformation Practice and successfully led the turnaround of Trax Technologies as CEO. Additionally, Don co-founded Bloomberg Government, a SaaS business unit of Bloomberg LP. He holds an MBA with honors from the University of Chicago Booth School of Business and a B.A. in Economics from UMass Amherst. 

Andrew Bateman, Executive Vice President, Lending

Andrew is the head of Finastra’s Lending Business Unit with nearly 30 years in financial services. He specializes in modernizing technologies with agility to support customer growth and is passionate about promoting inclusion, diversity, sustainability, and workplace wellbeing. His past roles include leadership positions at FIS and SunGard, notably as Head of Sales for Corporates and International Banking at FIS in London, where he drove transformation in banking, payments, and treasury solutions. Andrew started his career at Rolls-Royce plc and has worked across Asia, South America, the US, and the UK. He holds a Physics degree from the University of Nottingham and certifications from the Association of Corporate Treasurers.

Siobhan Byron, Executive Vice President, Universal Banking

Siobhan oversees Finastra’s Universal Banking business, including market leading core banking and digital solutions globally. She has deep technology industry expertise, and more than 25 years of experience in IT and channel management, as well as leading and growing prominent technology companies across a range of sectors such as financial services, insurance, manufacturing, and public sector. She’s passionate about innovating to drive growth and unlock new revenue opportunities. Siobhan is a highly regarded technology executive and transformative leader.

Helen Cook, Chief People Officer

Helen takes global responsibility for the People organization and advancing Finastra’s aspiration to be the most inclusive and diverse employer in the fintech industry. She is particularly passionate about building a curious and well-tooled workforce, supporting employees to develop skills which keep them relevant, engaged and growing. Developing the company’s global talent and ensuring a truly inclusive workplace is her priority. Helen was previously at Natwest Group, where she was a member of the Executive Team and held the position of Chief Human Resources Officer. She has an incredible wealth of expertise including extensive global exposure in all aspects of people strategy. Her career spans more than 25 years in financial services, including experience at Deutsche Bank and Morgan Stanley.

Simon Dowler, General Counsel

Simon began his career as an attorney in private practice working for a leading firm of lawyers in the City of London before moving into industry where he held senior roles in a number of well-known international technology-focused businesses before joining the company in 2008. Simon is involved in all aspects of Finastra’s business, drawing upon his broad business management skills as well as his extensive experience in managing commercial transactions with international technology customers, suppliers and partners.

Carissa Kell, Chief Financial Officer

Carissa is the Chief Financial Officer for Finastra and is responsible for leading the Finastra global finance organization and key supporting functions, including Financial Planning and Analysis, Treasury, Accounting, Tax, Investor Relations, Finance Transformation and Procurement, as well as Sales Operations. Carissa joined Finastra as Senior Vice President, Head of Finance in July 2020. She brings 20 years of finance, accounting, mergers and acquisitions, sales operations and global leadership expertise to the company.

Barry Rodrigues, Executive Vice President, Payments

Barry is responsible for Finastra’s payments organization. An experienced senior leader, he has a compelling track record of working in both early stage and growth businesses, spanning digital banking, credit cards, buy now pay later, merchant acquiring, corporate/virtual cards and networks. Barry has built his 35-year career in financial services around the world in leading companies. Most recently he was a Senior Advisor at Boston Consulting Group. Prior to that, he was Chief Executive Officer at Barclays Cards and Payments where he oversaw the digital banks and credit card divisions in the US and Germany, as well as merchant acquiring, corporate card and point of sale businesses in the UK. He brings deep payments knowledge and strong leadership expertise to his role at Finastra.

Elona Ruka-Wright, Chief Risk & Compliance Officer

Elona heads up Finastra’s global risk management and governance practices and is the company’s key liaison with regulatory bodies and auditors. She is accountable for Finastra’s Enterprise Risk Management framework, strategy and governance, as well as regulatory compliance, enterprise policy governance, client and third-party due diligence, business resilience, crisis management and internal audit. As Finastra’s Chief Risk Officer, Elona has played a pivotal role in safeguarding their employees, clients, and operations, particularly through changes related to COVID-19. She believes that a culture of openness and awareness is the foundation for balanced risk-taking, and strong governance. 

Mike Stawchansky, Chief Technology Officer

Mike is responsible for Finastra’s technology strategy, focusing on resilience, security, and innovation with emerging technologies like AI. He oversees Product Development, Security, Infrastructure, Data Office, and Enterprise IT, bringing over 25 years of experience in modern tech stacks and cloud transformation. He is passionate about Gen AI and its transformative potential for finance, aiming to develop customer-facing solutions that harness its benefits. Previously, Mike was SVP at Collibra and held various roles at Salesforce, leading cloud transformation efforts. He also managed data center migrations at WebMD. Mike earned his B.S. in Information Technology with Magna Cum Laude honors from Southern Polytechnic State University.

Finastra enhances commercial loan origination with cloud-native LaserPro Evaluate: Built to support institutions currently relying on non-banking solutions or manual tools such as spreadsheets, LaserPro Evaluate reimagines the origination and processing experience for today’s digital-first lending environment (Read).

Finastra’s User Connect 2025 highlights modern lending innovation: The event series emphasized strategic insights into how financial institutions can leverage lending technology, such as LaserPro and Mortgagebot, to meet evolving market demands and regulatory challenges (Read).

FintechOS partners with Finastra to simplify digital and in-branch client onboarding for financial institutions: FintechOS, integrated with Finastra Phoenix core and MalauzAI Digital Banking, makes the account opening process faster, simpler, and more secure, whether applying digitally or in-person at a branch (Read).

Finastra showcases Nexus integration solution to transform trade and supply chain finance at Sibos 2025: Designed to streamline and accelerate the adoption of its Trade Innovation software, it simplifies interoperability between bank systems and the broader fintech ecosystem for trade and supply chain workflow automation, easy and scalable integration management, and enhanced data and business visibility – empowering banks to innovate faster (Read).

Finastra launches modern ACH solution, helping banks with a future-proof alternative: With this release, Finastra becomes one of the major providers to support all US payment clearings—including ACH, wires, and real-time payments, within a unified payment hub, Finastra’s Global PAYplus (Read).

ZB Financial Holdings transforms banking experience in Zimbabwe with Finastra: One of Zimbabwe’s most diversified financial services groups, has implemented Finastra Essence on cloud and a comprehensive suite of digital services. By upgrading its core banking infrastructure with the next-generation solution, ZBFH has consolidated its operations while increasing automation, system availability, speed to market, and resource availability to drive innovation (Read).

Finastra and NTT DATA Expand Lending Cloud Service to Transform the Banking Experience: Financial institutions across the region are set to benefit from faster deployments, smarter automation, and a more agile lending experience. NTT DATA will now lead application lifecycle management for Finastra’s Lending Cloud Service, driving scalability, standardization, and operational efficiency across the platform (Read).

Finastra to sell Treasury and Capital Markets division to Apax Funds: “This sale marks an important milestone for Finastra that will help further launch our next phase of growth with a focused suite of mission-critical financial services software,” said Chris Walters, CEO at Finastra. “It will provide capital to accelerate our strategy and reinvest in our core business, while providing our award-winning TCM platform with the backing of an experienced, long-term technology investor to support its continued success moving forward (Read).

Finastra and i2c Inc. announce strategic partnership to offer debit card issuance and digital wallet solutions to North American financial institutions: Under the partnership, Finastra’s bank and credit union clients will have access to i2c’s robust suite of card processing and value-added services. Clients that move their processing to i2c will be able to offer their customers popular digital wallets such as Apple Pay, Google Pay, and Samsung Pay, as well as improved features such as cardholder alerts and controls (Read).

Finastra has raised a total of $5.3 billion in funding over four rounds, with its most recent financing secured through a debt financing round on August 15, 2023. The company is backed by five investors, with Blue Owl and Oak Hill Advisors among the most recent participants. Finastra’s notable financing history includes a debt financing round in August 2023 involving investors such as Blue Owl, HPS Investment Partners, and Oak Hill Advisors, a grant from the BIRD Foundation in February 2021, a venture round in April 2022 that raised $800,000, and a venture round in January 2020 with an undisclosed amount from Invus Opportunities. In addition to its funding activity, Finastra has completed five acquisitions, with the most recent being the purchase of Malauzai Software on June 18, 2018.

Finastra embeds sustainability into how it operates, innovates, and partners with customers, driving positive impact for people, the environment, and long-term business performance. The company believes that developing programs and policies to address material sustainability risks and opportunities is an integral component of creating long-term value for investors, employees, and customers. Finastra’s approach to people and community focuses on unlocking human potential by providing an environment where employees can develop and grow their careers while positively impacting their local communities. The company maintains comprehensive programs supporting talent attraction and development, employee experience, benefits, wellbeing, and compensation. It also empowers employees to deliver social impact through fundraising and volunteering time, supporting financial inclusion, youth and social mobility, environmental volunteering, and community impact programs. In the most recent reporting period, 41 percent of employees were women, with 32 percent of senior leadership roles held by women. Employees contributed 9,923 total hours of volunteering, alongside employee donations of $132,000 and corporate donations of $624,000.

Governance and risk management are integral to Finastra’s operations and strategic direction. The company’s governance framework ensures robust oversight, accountability, and ethical conduct, complemented by comprehensive risk management practices to safeguard assets and reputation. These practices collectively support Finastra’s commitment to its customers, sustainable growth, and long-term value creation. Key governance metrics include 100 percent completion of annual compliance training, 79 percent of employees who felt comfortable and safe speaking up, a 90th percentile Ecovadis assessment ranking (Silver medal), and zero bribery cases requiring investigation.

Finastra’s environmental strategy aims to reduce the greenhouse gas (GHG) emissions footprint of the financial services industry, starting with Finastra itself. The company’s strategy defines its GHG emissions reduction ambition and explains how it measures and offsets its emissions footprint, as well as how it drives environmental sustainability across the organization to reduce that footprint. Finastra believes addressing environmental risks and opportunities makes it more resilient, helps drive cost savings, ensures regulatory compliance, and supports evolving customer demands. Beyond reducing its own footprint, Finastra is committed to enabling customers in the financial sector to become more environmentally sustainable through the development of new software solutions. As part of these efforts, Finastra has achieved a B CDP score, reflecting progress in environmental disclosure and management.