Summit Services

The global leader in Summit Services for two decades

From implementation to cloud-hosted managed services, Phi has been the trusted Summit partner to the world’s leading financial institutions for over 20 years.

Bringing unmatched Summit expertise, we help you simplify, modernise and run Summit as a consumable platform – aligned to your business, not your technical debt.

Our Capabilities

Unmatched Summit Expertise

20+ years of hands-on experience across all Summit versions, modules, and delivery models – from v3.x to the latest releases.

Front-to-Back Functional Knowledge

Deep understanding of front-to-back business processes and the modules that support them, including trading, risk, operations, accounting, and regulatory reporting.

Cross-Asset Product Coverage

Expertise across fixed income, FX, rates, credit, equities and commodities.

Quant Capability

MUST expertise with pricing model integration to support structured products.

Architectural & Technical Strength

Deep experience with Summit architecture, customisation layers, real-time and batch flows, and integration patterns.

Best Practice Frameworks

Proven reference models for upgrades, migrations, cloud enablement, data archiving, operations and automation.

Cloud & DevOps Readiness

Infrastructure-as-code, performance tuning, and deployment automation — ready for private or public cloud platforms.

Summit-Centric Automation

Proprietary tools and test frameworks tailored to Summit’s architecture and delivery lifecycle.

Our Focus

Summit environments become increasingly complex, integrated and customised, while being deeply embedded in critical functions. This makes change difficult, costly, and risky. Whether you’re aiming to upgrade, reduce cost, or modernise for the cloud, we help you get there faster and with less risk:

Keep Summit current through structured, low-disruption upgrades and evergreening.

Manage complexity with confidence with expert-led delivery where no solution is out of reach.

Reduce support and change costs by streamlining operations and leveraging nearshore service hubs.

Scale flexibly with delivery models that adapt to your operational and project demands.

Minimise delivery and key-person risk by consolidating knowledge and moving to outcome-based service models.

Accelerate change with proven methodologies, test automation, and Summit-specific tooling.

Deliver greenfield implementations right the first time, leveraging two decades of experience to build scalable, resilient Summit platforms.

Our Services

Advise

  • Architecture and environment reviews.
  • Functional audits and configuration diagnostics.
  • Best practice roadmaps based on 20 years of Summit experience.
  • Cloud migration feasibility and business case development.
  • Crisis response and expert troubleshooting.
  • Bespoke functional and technical training programmes.

Transform

  • Greenfield implementations and inter-system migrations.
  • Implementation of new Summit modules, customisations or financial products.
  • Integration with real-time and batch interfacing, upstream/downstream system orchestration.
  • Integration of pricing libraries, data sources, and risk engines.
  • Regulatory compliance alignment and reporting.
  • Major upgrades with full regression support.
  • Test automation setup for evergreen delivery.
  • Migration to cloud-hosted or Platform-as-a Service models.

Operate

  • SLA-backed, full-spectrum managed services, tailored to your internal team structure.
  • 24×7 Application and business-user support (L1-L3, batch/interface monitoring).
  • Custom testing automation frameworks for batch, interface and GUI testing.
  • Testing-as-a-Service for reduced risk and time-to-market for change.
  • Upgrade-as-a-Service bringing evergreening with minimal disruption.
  • Platform-as-a-Service including cloud hosting and app-to-infra platform management.

Why Phi?

Unrivalled Summit Expertise

We bring 20 years of experience and the largest team of Summit experts in the world.

Vendor-aligned, Client-First

A global Finastra partner, independent in delivery and always aligned to client needs.

All Roles, All Versions

From business analysts to quant developers, we cover everything.

Nearshore Scale

We provide expert talent from ISO-certified centres with global coverage.

Purpose-built Tools

Our proprietary accelerators like PuriPhi and QuantiPhi reduce risk and speed change.

Platform, Evolved

We transform Summit from a legacy burden to a consumable platform – managed, automated and aligned to your roadmap.

Meet Dirk Apel

Partner, Summit Delivery

A successful Summit project requires collaboration, outstanding communication skills, and market-leading expertise. Phi’s Summit teams combine all of these time and time again. It’s a pleasure to work with the best in the industry every single day and to know our clients are happy

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