Company Profiles

Metro Orlando is home to an emerging base of national leaders in the financial services and financial technology industry. Below are overviews of just a sampling of those companies operating in the region:

BNY Mellon
BNY Mellon, with nine business units in Orlando, reflects the company's strong growth here since establishing its southeast regional office in 2001. BNY Mellon originally had two business units with over 300 people in Central Florida. However, after seeing the success of the relocated divisions, additional units located here. The two largest operations being Pershing, LLC and BNY Mellon Investment Management Services. Today, BNY Mellon’s Central Florida operations employ more than 1,100, with additional growth occurring over the next two to three years.

The employees at this location primarily perform securities and mutual fund servicing functions that rely upon state-of-the-art processing and telecommunications systems. In addition to being an operations center for these services, the facility also serves as a contingency site for the bank’s operations in the Northeast.

The Bank of New York Mellon, founded in 1784 by Alexander Hamilton, is the United States’ oldest bank and is the principal subsidiary of The Bank of New York Mellon Company, Inc., a financial holding company. The company provides a complete range of banking and other financial services to corporations and individuals worldwide through its basic businesses: Securities Servicing and Global Payment Services, Corporate Banking, BNY Mellon Asset Management and Private Client Services, Retail Banking, and Global Market Services.

Charles Schwab
Charles Schwab provides a broad array of financial services to over seven million individual investors, independent investment managers, retirement plans and institutions around the world. The company serves its customers domestically and internationally through a network of over 400 branches, offices, automated phone services and telephone service centers, including one in Metro Orlando that employs over 900.

Chase Card Services
Chase is the largest issuer of Visa credit cards. The company offers high-value credit cards for consumers and businesses. These partners include some of the leading corporations, universities, sports franchises, affinity organizations, and financial institutions in the United States. Chase employs 2,000 locally and provides customer service and collections from its Lake Mary location.

Convergys Corporation
Convergys is a global leader in integrated billing and customer/employee care services. The company serves top companies in communications, financial services, technology, employee care and other industries in more than 40 countries. Supported by fully integrated, multi-channel customer contact centers and state-of-the-art data centers – including one of each in Metro Orlando – Convergys offers a "high tech, human-touch" approach that couples highly-skilled customer service representatives with advanced customer and information management technologies.  The Metro Orlando facility employs 1,800.

EnableSoft
EnableSoft provides solutions for data management and business efficiency that benefit financial institutions, manufacturers, insurers and healthcare providers around the world. By matching workflow automation with its powerful Foxtrot Data Scripting Technology, EnableSoft's solutions help move, merge, manage and maintain data. Among EnableSoft's clients are a full one-third of the top 50 performing financial institutions in the U.S.

FIS
FIS (NYSE: FIS), a Fortune 500 company, is a leading provider of core processing for financial institutions, card issuer and transaction processing services, and outsourcing services to financial institutions and retailers. FIS has processing and technology relationships with 40 of the top 50 global banks, including nine of the top 10. FIS is a member of Standard and Poor's (S&P) 500(R) Index and has been ranked the number one overall financial technology provider in the world by American Banker and the research firm Financial Insights in the annual FinTech 100 rankings. FIS maintains a strong global presence, serving more than 13,000 financial institutions in more than 80 countries worldwide, and employing 800 in Metro Orlando.

In 2009, FIS acquired Metavante, positioning FIS as the largest technology provider to the global financial industry.  In combining the two companies, FIS and Metavante have come together to provide a vast breadth and depth of products, an unrivaled market offering and a strong international presence to bring clients unprecedented levels of expertise and service.

Fiserv
For nearly three decades, Fiserv Inc. (NASDAQ: FISV), a Fortune 500 company, has been a leader in the financial information software and processing services industry. Fiserv's Orlando location employs over 650. From its origin serving Florida's financial industry, Fiserv's Orlando presence has grown into a diversified, global provider of advanced and affordable information processing solutions that now include:

  • Financial industry software and data processing
  • Mortgage banking software and data processing
  • Loan origination software
  • Revolving credit data processing
  • Information security software for Unisys A-Series enterprise servers
  • Electronic report archival (COLD) systems
  • File-folder document imaging systems
  • Electronic banking services, including ATM processing and card-production services, voice response systems, Internet access services, and home-banking services
  • Complete item processing, bookkeeping, and back room services

Harland Financial Solutions
Harland is a wholly-owned subsidiary of Harland Clarke Holdings Corp. and M & F Worldwide Corp., (NYSE: MFW). The company supplies software and services to thousands of financial institutions of all sizes, offering its solutions in both in-house and service bureau environment. It is a leader in core systems, item processing, enterprise content management, branch automation, customer relationship management, business intelligence, origination and document solutions, risk management, compliance training, financial accounting, open documents, mortgage solutions, electronic funds transfer (EFT), electronic banking and advisory services.   Harland Financial Solutions is headquartered in Lake Mary and employs 275.

The Hartford Financial Services Group
The Hartford Group is one of the largest investment and insurance companies in the U.S., providing annuities, mutual funds, college savings plans – as well as life insurance, group and employee benefits, automobile and homeowners insurance, and business insurance.  The Hartford has two Metro Orlando locations employing over 650.

NCR Corporation
NCR (NYSE: NCR) is universally acknowledged as the global leader in assisted and self-service solutions and comprehensive support services addressing the needs of retail, financial, travel, healthcare, food service, gaming and public sector organizations in more than 100 countries.  Success has been achieved through continuous technology innovation and a strong commitment to understanding the needs of their customers.

Following the successful 2004 acquisition of Orlando’s Kinetics, a travel self-service leader, NCR further strengthened its self-service portfolio by acquiring Orlando-based Galvanon, a leading provider of solutions for the healthcare industry.

Optria
Optria provides a suite of personalized customer communications – tech solutions for financial institutions. Founded by former execs of banking software leader Fiserv, Optria’s suite of products and services include customer data tracking and personalized and timely sales programs.

Temenos USA, Inc.
Founded in 1993 and listed on the Swiss Stock Exchange (SIX: TEMN), Temenos Group AG is the market’s leading provider of banking software systems to retail, corporate, universal, private, Islamic, microfinance and community banks. Headquartered in Geneva, and with more than 60 offices in 41 countries, Temenos serves over 1,500 financial institutions in more than 125 countries across the world.