Solutions · Finance
Secure, compliant workspaces for banks, insurers, credit unions and wealth managers, with the resilience regulators expect, delivered and managed by Altanora.
Citrix keeps customer and financial data in the data center while employees, advisors and outsourced teams work from any location through secure, monitored sessions. It supports operational resilience, simplifies audits and lets you onboard branches, vendors and acquisitions quickly.
Altanora supports banks, insurers and financial institutions across North America, and finance and insurance is one of the sectors where we run active Citrix-funded projects. Eligible projects may qualify for Citrix Funded Pro Services, with Citrix covering some or all of the services, subject to Citrix approval.
Citrix figures from published Axis Max Life and U.S. bank customer stories; $50K from an Altanora client engagement.
Security, resilience and compliance without slowing the business.
Customer and trading data stays in the data center, with watermarking, session recording and clipboard controls.
Run desktops across data centers and clouds, and recover users in minutes after an incident.
Give third parties secure access to only the apps they need, without VPN access to your network.
Bring new branches and acquired firms onto one platform quickly.
Centralized policies, logging and device checks make audits simpler.
Your Citrix license already includes monitoring, Zero Trust access and device posture tools you may be paying for separately.
Results published by Citrix and delivered by Altanora.
Axis Max Life Insurance
25%
cost reduction, with planned maintenance downtime down by up to 80% across 20,000 users.
“We can expand or spin up cloud desktops within hours.”Mukul Jain, Chief Technology Officer, Axis Max Life
U.S. bank, ~20,000 employees
~100%
VDI upgrade success rate, up from 75–80%, with 90% of persistent desktops upgraded automatically.
Insurance company
$50K
a year saved by replacing a third-party monitoring tool with Citrix Experience Insights, already included in their Citrix license.
Altanora client engagement
From Our Clients
“With the Citrix licensing deadline approaching, this was a high stress, high risk transition. Altanora turned what could have been a major disruption into a complete non-event.”Steve Vinnitsky, President & CEO, Netintegrity
Netintegrity moved to a new Citrix subscription and Citrix Cloud before a hard deadline, with zero user disruption, and now relies on Altanora for ongoing support.
2026 Citrix Evangelist Partner of the Year, with 70+ certified engineers across North America.
We show what your Citrix license already includes and which separate tools you can retire.
We deliver upgrades, Citrix DaaS moves and Zero Trust access with minimal disruption. Eligible projects may qualify for Citrix Funded Pro Services, with Citrix covering some or all of the services, subject to Citrix approval.
Monitoring, patching and 15-minute Severity 1 response through Citrix Managed Services.
Yes. Data stays in the data center, sessions are encrypted, and controls such as watermarking, session recording, clipboard restrictions and device posture checks protect sensitive information.
Citrix can run across multiple data centers and clouds, so users can be moved and reconnected quickly after an outage or incident.
Yes. Vendors and offshore teams get access to only the apps they need, without VPN access to your network, and you can revoke access instantly.
Often, yes. Citrix UHMC includes monitoring, Zero Trust access, device posture and endpoint tools, so many firms retire overlapping products. One Altanora insurance client saved about $50,000 a year.
Yes. Central policy, logging and session recording make it easier to show auditors who accessed what and when.
Book a free Citrix assessment for your branches, advisors and vendors.
Talk to a Finance Citrix Expert