We Focus on Ensuring Our Solutions Meet and Exceed the Needs of Our Clients.

Financial Services

Bardess has worked with major financial institutions to assess sales performance, develop senior management dashboards, create key performance & profitability metrics, and assess and reconcile contract & asset data. This has resulted in improved operational efficiencies. Bardess improved operational processes and developed improved system interfaces.


Through a recent partnership, Bardess has added over 25 years experience in the insurance industry in claims, reinsurance, premiums, underwriting, billing, commissions, agency management and TPA applications. Our team has experience developing and maintaining transaction processing systems, data warehouses, and analytical applications.

Financial Services Clients

  • A Fortune 20 Global Bank
  • BB&T
  • Federal Home Loan Bank
  • Bank of America
  • Citibank
  • EverBank
  • Cathay Bank
  • NY Community Bank
  • Huntsman Gay Global Capital
  • Sterling Capital
  • ACE Group/Chubb
  • AIG/Chartis
  • CIT
  • Citco Financial
  • DLL Group
  • Edelman Financial
  • Jackson Hewitt
  • PUB
  • PNC Bank
  • Rabo Bank
  • Wells Fargo
  • Peoples United Bank

Insurance Clients

  • Guide One Insurance
  • AIG/Chartis
  • Prudential
  • Ace Group
  • New York Life