Expertise

What Expertise does

Expertise Servicios Profesionales is a Mexico City-based technology integrator and IT consulting firm founded in 2000, serving enterprise clients in the Financial Services, Insurance, Manufacturing, Retail, Distribution, Government, Healthcare, and Pharmaceutical sectors across Mexico and LATAM. The company combines a portfolio of proprietary and partner-enabled technology solutions with consulting and implementation services built on Agile, Scrum, PMI, and SDLC methodologies.

Its core product offering centers on Broker-Up, a proprietary all-in-one platform that automates insurance brokerage and commercialization processes, complemented by a Mobility Solutions product that extends enterprise systems into field operations for insurance claims, banking credit applications, retail audits, route sales, government surveys, and electronic medical records. The firm also delivers service modules in CRM/Customer Experience, Business Intelligence and Analytics, Financial Solutions (core banking and insurance systems), IT Consultancy (including BCP/ISO-22301 and IT governance), Business Process Management/Enterprise Content Management, and Disruptive Technologies covering ChatBot, RPA, and AI integration.

Expertise generates revenue through project-based IT consulting and professional services engagements, supplemented by licensing and implementation revenue from proprietary solutions like Broker-Up. Go-to-market is direct and consulting-led, with multi-year enterprise contracts and no public pricing disclosure. The company's distribution advantage is anchored by a high-profile client roster including HSBC, BBVA, Santander, MetLife, Mapfre, Zurich, Oracle, Novartis, Nissan, and Mexico's federal government. Its commercial agreements with world-leading technology providers underpin the integrated technology stack offered to financial and insurance clients.

Name

Expertise

Legal name

Expertise Servicios Profesionales

Website

https://expertise.com.mx

Company type

Private

Founded year

2000

Operating status

Operating

Headcount range

51–100 employees

Short description

Expertise Servicios Profesionales is a Mexico City-based technology integrator and IT consulting firm serving financial services, insurance, manufacturing, retail, and government enterprises across Mexico and LATAM with proprietary and partner-enabled technology solutions, including Broker-Up and mobility solutions.

Ownership category

akta.pro rank

Product category

IT Consulting Services

NAICS

Management, Scientific, and Technical Consulting Services (5416), Management Consulting Services (54161), Computer Systems Design and Related Services (54151)

SIC

Services-Management Consulting Services (8742), Services-Engineering, Accounting, Research, Management (8700)

akta.pro primary industry

ERP, CRM & Enterprise Applications Consulting (BPAHAEAI)

akta.pro secondary industries

Technology, Software & IT Services (FSABACAJ), Data, Analytics & AI Consulting (BPAHACAI), Data, Analytics & AI Consulting (BPAHAEAF)

Keywords

• IT consulting services
• Technology integration
• Insurance software solutions
• Business intelligence consulting
• Financial sector consulting

Headquarters

HQ city

Mexico City

HQ country

Mexico

HQ region

Latin America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales

Revenue model

1. IT Consulting and Professional Services: Expertise generates revenue through IT consulting services, technology implementation projects, and professional services engagements. They offer a wide range of goods and services related to Information Technology and Best Practices, supported by experienced consultants with extensive domain expertise in financial and insurance sectors.
2. Technology Solutions Licensing/Implementation: Revenue from implementing and supporting proprietary solutions like Broker-Up for insurance brokers and sector-specific technology solutions for banking and financial services clients.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

Expertise is a technology integrator and IT consulting firm that offers a wide range of goods and services related to Information Technology and Best Practices. The company combines proprietary solutions (such as Broker-Up for insurance brokerage automation) with consulting services in CRM, Core Insurance/Banking Systems, Mobility, Workflow, Business Intelligence, and disruptive technologies (ChatBot, RPA, AI) for the Financial, Insurance, Manufacturing, Retail, and Distribution sectors across Mexico and LATAM.

Product overview

Expertise is a technology integrator and consulting firm offering a portfolio of professional services and solutions for the Financial, Insurance, Manufacturing, Retail, and Distribution sectors in Mexico and LATAM. The company provides a combination of proprietary solutions (Broker-Up for insurance brokerage automation, Mobility Solutions for field operations) alongside service modules including CRM/Customer Experience, Business Intelligence/Analytics, Financial Solutions, IT Consultancy, BPM/ECM, Disruptive Technologies (ChatBot, RPA, AI), and Manufacturing/Distribution/Retail solutions. With over 40 years of professional experience and 30+ years in the Financial and Insurance sectors, Expertise acts as a technology integrator combining consulting services with an exclusive portfolio of products and commercial partnerships with leading global technology providers.

Differentiator

Problem solved

Functional benefit

Brands

• Broker-Up: An integrated solution (all-in-one) that automates all key processes of insurance intermediation and commercialization business. Allows insurance brokers to grow profitably, offer better service to customers, and increase their competitive value.

Products and services

• Broker-Up A comprehensive all-in-one proprietary solution that automates all key processes for insurance brokerage and commercialization operations, enabling insurance brokers to grow profitably, offer better customer service, and increase competitive value.
• Mobility Solutions Mobile field solutions extending enterprise capabilities to field operations, supporting georeferenced operations, online/offline functionality, and applications for insurance claims agents, banking credit applications, route sales/promoters, field services, hospital electronic medical records, hotels, government survey collection, and retail store audits/planograms.
• Customer Experience (CRM) Customer experience and satisfaction optimization services including process design and implementation for maximizing customer loyalty and business potential, with CRM solutions for Banking and Insurance providing unified customer information on a single screen.
• Business Intelligence (Analytics) Corporate information needs detection, BI-focused business consulting, analytics design and development, views and reports for Big Data, DWH and Datamarts (OLAP), and technical and end-user training services.
• Financial Solutions Financial sector solutions integrating leading products and services that have been widely tested and used in the LATAM region, including core banking and insurance systems.
• IT Consultancy IT consulting services including IT Strategy, Project Management, Business Continuity Planning (BCP/ISO-22301), Disaster Recovery Planning, Corporate Governance, IT Governance, Enterprise/IT Architecture, and Software Development.
• Business Process Management / Enterprise Content Management (BPM/ECM) Business process improvement through establishment of Centers of Excellence (CoE) and effective application of innovative technologies, including documented, administered, standardized, predictable, and optimized process models.
• Disruptive Technologies Strategic technology alliances offering ChatBot, Robotic Process Automation (RPA), and Artificial Intelligence capabilities for CRM, processes, and claims handling.
• Manufacturing, Distribution, Retail Solutions Solutions including Warehouse Management Systems, Replenishment Management, Demand Management, Transportation Management, and Supplier Relationship Management for manufacturing, distribution, and retail sectors.

Quantifiable outcome

• Increased profitability for clients through successful projects
• +2 more outcomes

Named customers20 records

Segments4 records

Ideal customer profiles5 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

AI capability3 records

Feature4 records

Partnerships

Two partnerships are on record, tiered core.

• World-leading technology companies (unspecified)coreTechnology or IntegrationExpertise has established commercial agreements with world-leading and recognized companies at a global level to support their technology integration and consulting offerings for the Financial-Insurance sector.
• Leading Solution Providers (Financial Sector)coreTechnology or IntegrationExpertise constantly incorporates services and products that strengthen their offering to the Financial-Insurance Sector, integrating leading solutions that have been extensively tested and used in the LATAM region.

Scale indicators3 records

Recent moves5 records

Expansion highlights4 records

Broad incumbents

• Tata Consultancy Services (TCS): Indian global SI with established Mexican and LATAM delivery centers serving global banks and insurers; competes on price/scale for large application and BPO engagements.
• Minsait (Indra): Spanish IT services and digital transformation arm of Indra with deep banking/insurance vertical solutions and growing LATAM presence; broader incumbent offering overlapping CRM, core systems, and analytics work.
• IBM Consulting: Global SI with deep banking and insurance technology heritage and significant LATAM presence; broad incumbent for core banking, data, and AI transformation work.
• Infosys: Indian global SI with Mexican operations and a dedicated Financial Services practice; broader incumbent competing for digital and core systems transformation mandates in the region.
• Capgemini: Global consulting and digital services firm with a strong banking/insurance franchise and LATAM delivery capability; broad incumbent for enterprise application and data transformation programs.
• Deloitte Consulting: Big Four advisory and consulting practice with strong financial-services and insurance transformation offerings across Mexico; broad incumbent that competes for strategy-through-implementation mandates.
• Accenture: Global systems integrator with a large Mexican/LATAM delivery footprint and dedicated Financial Services practice; the dominant incumbent competing for the largest banking and insurance transformation budgets.

Direct peers

• Globant: Latin American-born digital and cognitive transformation consultancy with significant financial-services vertical exposure; competes for similar regional transformation mandates though at a substantially larger scale.
• Softtek: Mexican-headquartered global IT services and consulting firm offering enterprise applications, BPM, and digital transformation; competes directly for the same enterprise clients in Mexico and LATAM.
• NEORIS: Mexico-founded IT consulting and digital transformation firm with strong financial-services and enterprise applications practices across LATAM; the closest direct comparable in size, geography, and vertical mix to Expertise.

Market position

Strengths5 records

Weaknesses4 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/expertise_2

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Expertise