Finance software: equal parts best practice and black magic
Software in finance is its own beast. Behind many shiny front ends lurk ancient systems and security processes equal parts best practice & black magic.
That service that provides a single API to submit applications to multiple insurance carriers should make life easier, right? Except it has thousands of fields, and every carrier uses them differently.
Think going multi-custodial will be a smaller lift after mastering one custodial bank? The next custodian’s integrations will function completely differently, and the forms will have hundreds of slight variations in how they need to be filled out.
Got that Schwab API working in your sandbox despite minimal documentation? Congrats! Now enjoy the security approval gauntlet...
This started out as a rant, but I’d be remiss to not mention that my Codality co-founders and I have spent years in this occulted realm of finance crafting solutions despite the baked-in obstacles. And because, frankly, we're lazy, we excel at solutions that require the least possible development effort. So if those struggles sound familiar, let's talk about how we might able to lessen your team's stress level.
#Fintech #SoftwareDevelopment #APIs #FinancialServices #Codality
Jessie Grenfell
Jessie has spent 20+ years architecting and delivering software for organizations where complexity is the norm — financial services, insurance, nonprofits, and regulated industries where getting it wrong isn't an option. She specializes in the hard problems: unique operational workflows, cross-system integrations, and the kind of compliance requirements (HIPAA, CCPA, SOC 2) that most developers treat as someone else's job.
At Codality, she leads every principal engagement from discovery through delivery — because she's seen what happens when that thread gets cut.