Talk to Keel

The platform partner for modern financial firms

We design, build, and run Microsoft-based platforms that financial firms depend on.

Bringing discipline, clarity, and execution to the systems that matter most.

Most firms do not fail because of bad strategy. They fail because the platform underneath the strategy cannot support it.

Keel exists to fix that.

What We Do

Keel partners with financial services firms to take ownership of the platforms that run the business.

We work across accounting, wealth management, and insurance firms to design and operate firm-wide Microsoft platforms that are cohesive, secure, and built to scale.

Our work focuses on the systems that determine whether decisions actually hold up in practice.

01

Platform Architecture

We design Microsoft-first platforms that align identity, data, documents, security, and workflow into a coherent firm-wide system.

This is not configuration. It is architecture that reflects how the firm actually operates.

02

Platform Execution

We build and integrate the platform with hands-on execution. No half-implementations. No vendor handoffs. No orphaned decisions.

We stay accountable until the platform works in the real world.

03

Platform Operations

We help firms run the platform with discipline over time. Governance, evolution, and operational clarity are treated as part of the work, not an afterthought.

The goal is durability, not constant rework.

Why Firms Work With Keel

Financial firms usually bring us in when:

  • Microsoft has been adopted but never unified
  • Systems work individually but not together
  • Teams rely on workarounds instead of platforms
  • Vendors advised but no one owned execution
  • Growth is outpacing the firm's operational foundation

We take responsibility for the platform layer where most transformations quietly break down.

Our Philosophy

Platforms are not products you install. They are systems you commit to.

Keel believes strong platforms are:

Designed to evolve, not be replaced

Flexible without being fragile

Structured without being rigid

Strengthened through use, not patched through exceptions

Execution is what gives advice credibility. Ownership is what makes platforms hold.

Who We Work With

Keel partners with financial firms that:

  • Are committed to Microsoft as a strategic platform
  • Want fewer tools and clearer systems
  • Value execution over theater
  • Expect partners, not presenters

If your firm wants ideas, there are plenty of advisors. If your firm wants a platform that actually works, there is Keel.