Banking & Financial Services

From banking apps and insurance portals to e-commerce checkouts, payment platforms, and wealth management solutions, we help you deliver seamless, secure, and scalable digital experiences, fast.

Accelerating Quality Across Finance, Insurance E-commerce & Wealth Management

Today, customers expect frictionless, secure, and personalised digital experiences, whether they’re transferring money, buying insurance, investing online, or shopping.

Whether you’re a traditional institution, a FinTech innovator, or a modern wealth platform, Planit provides the digital assurance expertise to help you deliver quality, confidently. Planit quality engineering experts will help you modernise legacy systems, launch new digital services, or embed finance into e-commerce platforms, flawlessly.

Build Trust Through Every Digital Interaction

In today’s fast-moving financial and retail environments, businesses face growing complexity:

Adhering to evolving regulatory and compliance requirements

Increasing demand for real-time, always-on services

Integration challenges across legacy and emerging platforms

Cybersecurity threats and data privacy expectations

Pressure to innovate rapidly without compromising quality

Planit supports your transformation journey with proven strategies and advanced QE capabilities.

Expertise That Fits Your Industry

Financial Services, FinTech & Wealth Management

Core banking, investment, and payment systems testing

Compliance and risk-aligned QA strategies

Automation for digital transformation and DevOps

High-volume performance and scalability testing

Testing of digital advice tools, client portals, and reporting systems

Insurance & InsurTech

End-to-end QA for policy and claims platforms

Mobile and customer self-service testing

Data migration and legacy system modernisation

Agile enablement and test automation

E-commerce & Embedded Finance

Checkout, cart, and payment gateway testing

User experience and cross-platform consistency

API, loyalty, and third-party system integration

Scalability testing for seasonal traffic spikes

How Can We Help?

As world leaders in testing, with extensive experience in banking and financial services, we can help you optimise your practices and achieve your quality goals faster in this dynamic, fast-changing, digital environment.

Adopt New Ways of Working

Make use of new approaches to development, such as Agile and DevOps to drive quality and collaborate for a better outcome. We can work within your existing framework or provide training and coaching in the ways of adopting and adapting our frameworks for your needs.

Optimise Processes and Practices

Benefit from our years of experience in banking and implement best practice workflows and configuration tailored for your needs. We can implement workflows customised for your SDLC, or create workflows for you if you do not have any, to enable you to start doing more with less.

Make it Fast and Available

Ensuring 24/7 system availability is imperative. We can help you to run one off performance tests, or to integrate performance engineering into your delivery lifecycle. Our operational resilience services can ensure that your technology and processes are ready to handle any event, and our monitoring services can ensure you’re the first to know of any issues.

Calculated Risk in Delivery

With around 1 in 5 people having some form of digital accessibility requirement, organisations are fast embracing accessible design to ensure they are delivering a great experience to all users. Our accessibility team can help you find and fix accessibility issues on your website, and meet accessibility guidelines.

Digital Accessibility

With over a billion people worldwide living with some form of disability, access to mainstream online services such as banking is paramount. Our accessibility testing can help you build your understanding of accessibility, leverage tools and technologies, implement best practices, navigate international laws and achieve accessibility industry standards.

Market Leaders Choose Planit

Find out how our performance testing unlocked speed for a new banking platform.

Five high severity performance defects identified and solved.
$500,000 in environment costs saved with service virtualization.
$500,000 saved in core and legacy application connection cost.

“We were endeavouring to get consistency across the whole team as well as ensure a shared, basic understanding of testing methodologies. We now see a much more thorough, consistent approach to the work being undertaken.”

“Five different vendors were reviewed and Planit stood out as the best by far. Planit could be responsive because they had quality people available for us at very short notice and since then, they have worked hard to not let us down.”

Our Track Record:

Trusted by Leading Brands Across Finance and Retail to:

Modernise their insurance and wealth platforms
Strengthen QA practices to meet regulatory and compliance demands
Support global payment and investment product launches
Optimise e-commerce systems ahead of peak trading periods
Automate testing across complex, multi-channel journeys

Enquire Now

Keen to strengthen your core capabilities and deliver innovative customer experiences?

Talk to us about how we can help you improve quality, speed up delivery, and meet the growing expectations of your customers.