We know the future,

we show you the way

We are more than technology, we guide the Financial Services and Insurance Industry towards their next chapter. Through AI, DATA & CLOUD solutions , we accelerate the digital transformation of banks, fintechs and insurance companies.

Industry leaders that trust us

FSI Industry Transformation: Strategy, Technology & Execution

At GlobalTask, we help banks, insurers, and fintechs in Latin America reach the future of the industry. We do this through specialized AI, data, and cloud solutions, designed to operate in regulated environments, modernize structures, and scale efficiently.

Strategy, technical expertise, and frictionless execution, so your organization not only solves today’s challenges but is also ready for the business ahead.

Strategic Vision

We anticipate the trends shaping the future of the financial sector in Latin America. Our AI, data, and cloud solutions are designed to address today’s challenges while preparing banks, insurers, and fintechs for continuous transformation. We support each organization in its evolution, from process digitalization to the most demanding regulatory compliance.

Technical Expertise in the Financial Sector

We have in-depth knowledge of the critical processes in the financial and insurance industries, as well as local and regulatory frameworks in markets such as Mexico, Argentina, and other LATAM countries. We design technology solutions that operate efficiently in complex environments, ensuring security, scalability, and regulatory compliance.

Agile Execution and Tangible Results

We implement solutions with agile methodologies, blended teams, and a strong focus on business outcomes. We integrate seamlessly into your operations without disruption, delivering measurable improvements from day one: cost reduction, faster turnaround times, and increased operational efficiency.

AI Solutions

We bring AI into production with a secure, structured approach—no improvisation. We apply advanced models to automate interactions, process complex documentation, and generate business insights while meeting regulatory standards.

With AI, you can accelerate processes, reduce bottlenecks, integrate innovation into your workflows, personalize client communications, and turn large volumes of information into smart decisions.

Cloud

We support financial institutions in their transition to modern, secure, and scalable cloud architectures. We migrate legacy environments, optimize resource usage, and enable a technology foundation that supports continuous innovation.

Our services align with the highest compliance and security standards in the financial sector, ensuring availability, performance, and operational efficiency.

OUR SERVICES

We merge technology and strategy

to unlock business growth.

We master technology, understand the financial and insurance industry, and partner with you not only as solution providers, but as strategic allies driving lasting impact.

Data Strategy

We design and implement modern data architectures that connect dispersed sources, improve information quality, and enable advanced analytics, artificial intelligence, and agile decision-making.

Our approach combines:
⬢ Integration of internal and external data
⬢ Governance, quality, and security
⬢ Scalable infrastructure

We work with financial ecosystem companies that want to stop seeing data as a challenge and start using it as a driver of growth.

Staffing

We help you build the specialized team you need to turn ideas into reality. Our focus is on providing validated AI professionals who bring the right mix of technical expertise and industry knowledge, so you can move from concept to execution without delays or unnecessary risks.

Whether your goal is to prototype an AI solution, scale an existing project, or embed intelligence into your core processes, we provide the talent to make it happen.

Wealth Management

Wealth Management

Improve financial asset management, analytics and personal investing with our customized fintech apps.
Insurance

Insurance

Detect fraud, process claims, underwrite processes and boost customer engagement with our fintech app development service for insurance companies.
Lending

Lending

Our development process facilitates loan approvals, online verifications and consumer eligibility checks.
Consumer Banking

Consumer Banking

No matter how big or small your bank is: our easy-to-use applications fulfil every customer’s needs.
Personal Finance

Personal Finance

Manage personal finances (from savings management to payment automation and budget planning) with our tailor-made applications.
Payment

Payment

Boost transparency across payments, build a safer ecosystem and improve your financial advisory services.

Industry-Specific Use-cases

We've helped companies in the following industries solve their most complex technology challenges.

Unleashing Success with GenAI and LLMs
Key Factors for Business Excellence

Use Case Identification

Before implementing GenAI, it is essential to identify and assess specific use cases where this technology can add value to your business. This may include task automation, customer support, content generation, data analysis, and more.

Integration with Existing Systems

Adopting LLM-based solutions may require integration with existing systems and platforms within your company. Ensure that your technological infrastructure is compatible and prepared to accommodate these new solutions.

Privacy and Security Management

When implementing GenAI, it is essential to ensure compliance with applicable data privacy and security regulations and standards. This includes protecting sensitive data and preventing unauthorized access to information.

Continuous Monitoring and Fine-tuning

After implementation, it is important to monitor the performance and outcomes of LLM-based solutions to identify areas for improvement and adjust settings as needed. Feedback from users and employees can be invaluable for optimizing the performance and effectiveness of the solutions.

Accelerate time-to-market with

wisehub

wisehub is an AI platform that automates critical processes, boosts productivity, and optimizes operational efficiency for financial and insurance companies. Using low-code tools and advanced deep learning algorithms, wisehub drives digital transformation while improving key business KPIs such as cost reduction, error minimization, faster response times, and increased customer satisfaction.

With wisehub , organizations implement intelligent solutions that accelerate innovation and deliver measurable results in their operations.