For more than two decades, Expero has built its reputation on designing “unforgettable” user experiences across industries. But after helping financial firms quietly modernize platforms and workflows behind the scenes, the company is now making it official: Expero is repositioning itself as a financial services-focused powerhouse, with AI at the center of its strategy.

The shift isn’t just a marketing play. Expero has already partnered with more than 40 financial firms, including marquee names like Morningstar and IPC, as well as three of the top five Canadian banks. Its solutions have touched everything from wealth management and brokerage platforms to AI-powered tools for asset managers overseeing more than $1 trillion in AUM.

“Our work has always centered on understanding the user’s world and using that insight to make possible what was impossible before,” said Sebastian Good, CEO and Co-Founder of Expero. “In financial services, that means mastering high-stakes, high-volume workflows—and now AI is redefining what’s possible.”

Why the Pivot Makes Sense

Financial services are notoriously complex: workflows span multiple systems, datasets are fragmented, and user demands are high-stakes. A misstep in design or functionality doesn’t just mean frustration—it can mean millions lost in trades, compliance violations, or reputational damage.

Expero’s expertise lies in distilling vast, disparate datasets into actionable insights and designing interfaces that anticipate how finance professionals actually work. Its approach is less about flashy UI, more about designing tools that fit seamlessly into traders’ terminals, wealth managers’ dashboards, or retirement plan sponsors’ workflows.

This strategic focus aligns with where the industry is heading. As firms race to harness AI for efficiency and decision support, user experience is becoming the bottleneck. Poor interfaces mean wasted AI potential. Expero’s bet is clear: if AI is going to reshape finance, it needs a user experience layer purpose-built for finance pros.

A Case Study: Sun Life Canada

One telling example comes from Sun Life’s Group Retirement Services, which manages workplace savings plans for Canadian employers. Tasked with modernizing its digital tools, Sun Life needed a platform that was faster, more intuitive, and more inclusive.

Expero stepped in to design and build a modern interface that simplified plan decision-making, streamlined analytics, and ensured secure, compliant fund reporting. The result: plan sponsors can now make smarter decisions more quickly, without getting lost in clunky systems.

“It was mission critical for us to provide clients with relevant information to help them make informed investment decisions,” Sun Life’s Investment Solutions Team said. “Expero delivered.”

Expero in Context: Rivals and Trends

Expero’s repositioning puts it in the orbit of fintech firms like FIS, Temenos, and nCino, which build financial platforms, and UX-focused consultancies like IDEO and Publicis Sapient. But Expero’s edge is its vertical specialization: instead of spreading across industries, it’s choosing to go deep on financial services workflows.

The move also reflects broader trends:

• AI in finance is accelerating. From JPMorgan’s AI-powered research tools to BloombergGPT, the industry is investing heavily—but usability remains a barrier.
• Banks are modernizing legacy platforms. Canadian banks, in particular, have been racing to refresh dated systems. Expero’s work with three of the top five shows it’s trusted where the stakes are highest.
• Wealth management is under pressure. As Gen Z investors demand digital-first experiences, firms need modern tools to stay relevant.

The Road Ahead

Expero’s refocus signals it wants to be more than a behind-the-scenes design partner. By branding itself as a financial services UX and AI specialist, it positions itself as a go-to ally for banks, asset managers, and brokerages facing modernization and competitive pressure.

In a market where fintech startups chase disruption and incumbents cling to legacy systems, Expero’s sweet spot may be helping the “middle”—large financial firms that need to innovate fast, but can’t afford costly mistakes.

Bottom line: Expero isn’t just polishing screens. It’s designing the glue that binds AI and finance workflows together—and that may prove to be some of the most critical infrastructure in the next wave of fintech innovation.