Technical Diagnostic
Map Your Technical Roadmap
Use our 60-second diagnostic tool to evaluate your tech stack, identify regulatory vulnerabilities, and determine your exact implementation scope.
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What type of financial firm are you?
Wealth management (RIA, advisory, broker-dealer)
Banking or credit union
Insurance (carrier, brokerage, or MGA)
Lending (mortgage, auto, consumer, or commercial)
Other financial services firm
Not a financial firm — I have different needs
Where is your primary architectural gap?
Compliance Overhead — Manual KYC, audit prep, CIRO/SEC pressure
Off-Channel Risk — Unlogged texts, WhatsApp, mobile calls
Legacy Systems — Outgrown spreadsheets or disconnected CRMs
Integration Silos — Custodians and portfolio tools aren't connected
Client Experience — Need digital onboarding or portals
Revenue Leakage — Manual fee management and billing
Not sure yet — exploring options
Where is your primary architectural gap?
Regulatory Reporting — Audit readiness, KYC, AML
Customer 360 — No single view across products and branches
Loan Origination — Manual processes, slow onboarding
Digital Banking — Need modern client/member portals
Integration Silos — Core banking, lending, and CRM disconnected
Not sure yet — exploring options
Where is your primary architectural gap?
Policy & Claims — Manual tracking, slow processing
Broker Productivity — Scattered tools, no unified workspace
Customer Experience — Onboarding, self-service portals
Regulatory — Audit trails, reporting, data privacy
Integration Silos — Admin, claims, and billing disconnected
Not sure yet — exploring options
Where is your primary architectural gap?
Loan Origination — Processing is too manual and slow
Borrower Experience — Need digital application portal
Compliance — KYC, disclosure management, audit readiness
Integration Silos — LOS, CRM, and documents disconnected
Not sure yet — exploring options
Where is your primary architectural gap?
Compliance — Too much manual work, audit prep
Communications — Off-channel risk, recordkeeping
No Unified Platform — Need CRM or FSC
Integration Silos — Systems are disconnected
Client Experience — Portals, digital engagement
Revenue — Fee management & billing
Not sure yet — exploring options
What is your strategic priority for this initiative?
Automate operations to scale without adding headcount
Achieve total regulatory permanence and audit readiness
Consolidate onto a single, enterprise-grade architecture
Modernize the digital experience for our clients
Secure ongoing, expert management for our existing Salesforce org
Map our technical roadmap — we need architectural guidance
Diagnostic Complete
Your Architectural Recommendation
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Enterprise Solutions
We hear you — and we can still help.
The Toronto Group specializes in financial services, but our parent company, Ethical Tech Solutions (ETS), engineers architecture for governments and enterprises across sectors.
Ethical Tech Solutions
ETS is a Canadian technology firm with capabilities spanning government technology, national infrastructure, security systems, and enterprise consulting. If your needs are outside financial services, ETS is the right fit.
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