Technology Services

Our Technology Services team assists clients through their digital transformation journey with best-in-class technology and a client-focused service model. The result is greater financial and operational visibility with deeper insights, enabling a stronger decision-making framework.


Benefits to Engaging Whitley Penn as Your Financial Technology Partner:

  • Industry Leading Knowledge
  • End to End Solutions
  • Outcome Focused
  • Scalable Platforms
  • Cost Effectiveness
  • Partnership Support Model

Financial Technology Implementation & Management Solutions

  • System Design
  • ERP Implementation
  • Sub-system Implementation
  • System Integrations
  • Managed System Services

How We Deliver Financial Technology Solutions

System Design

We help architect overarching system design focused on bringing information in and delivering powerful outputs.


We guide you through a best-in-class process and proven methodology designed to deliver on-time and on-specification.


We advise our clients on the integration process and either implement native integrations or work with our technology partners to deliver custom integrations.

Managed System Services

To meet the demands of the quickly evolving and complex world, we partner with clients through our managed systems service offering. This service includes training, enhanced reporting, quarterly business reviews, software release management - all to ensure systems continue to meet client needs as they change.

Meet the team

John Yeager

CAAS Managing Director

Natasha Klebba

CAAS Managing Director

Our Latest Thinking

In today's rapidly evolving business landscape, staying ahead of the competition is crucial for companies to thrive. By engaging with Whitley Penn's thought leadership content, you can stay updated on the latest trends, best practices, and emerging technologies. This not only helps you make informed strategic decisions but also positions you as an industry leader in the eyes of your customers and stakeholders. Explore Whitley Penn's extensive collection of valuable resources and discover the ones that are specifically relevant to you.

We look forward to
working together

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