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Leverage secure open source to drive business agility and accelerate innovation

Explore a collection of useful resources that will help you understand how financial institutions can leverage secure and supported open source to accelerate their digital transformation journeys.

Canonical – Trusted source of open source for financial services

Canonical helps financial institutions drive infrastructure efficiency and operational agility with multi-cloud, hybrid cloud and bare-metal solutions. Ubuntu is the leading cloud and container platform, and the best platform for devsecops, AI/ML and blockchain. Canonical provides secure and supported open source technology to financial institutions.

Here is a curated set of whitepapers, blogs, community presentations, webinars, and more. We'll guide you through what each resource is about, and add more to this page over time.

Customer case studies

To ensure the ongoing security of Ubuntu 14.04 LTS machines, ESM from Canonical provided TIM, the world's largest trade recommendations network, the freedom to upgrade within their own timeframe. This approach saved time and money for this finserv organisation.

SBI Group unlocks infrastructure automation with secure, on-premises OpenStack cloud.

Canonical's solution was a third of the price of the other proposals we'd received. But it wasn't just about cost. Canonical's engineers visited us in person, and that gave us confidence in the people that would be behind the OpenStack deployment.

Georgi Georgiev — CIO, SBI BITS


Kubernetes and Containerisation for Financial Services

A CIO's guide to unlocking success in digital transformations

Containerisation and Kubernetes have become inextricably woven into the digital transformation imperative. This white paper looks at the role of containerisation and Kubernetes in the cloud native transformation of financial services. By understanding why these technologies are so important and how best to leverage them, financial institutions can execute their digital strategy faster.

Finserv IT infrastructure: Migrating from VMWare to OpenStack

CIOs' guide to migrating your private cloud infrastructure to a more cost effective solution

To drive business agility, financial institutions will need to leverage the right mix of cloud services – a hybrid cloud strategy to maximise application performance while on-boarding innovative new capabilities.

Using cost effective open source private cloud infrastructure and placing workloads on public clouds with considerations for application performance, security and compliance, economics and consumption model shall allow financial institutions to optimise their CapEx and OpEx costs.

Embracing the next phase of digital transformation is an imperative for financial institutions to sustain and grow in a competitive environment of rising cost pressures. Given the need for rapid digitisation of their businesses, financial institutions need an architecture approach where a set of loosely coupled services can be developed, deployed, and maintained independently.

Private cloud technology allows financial institutions to drive business agility and to rapidly respond to changing needs dictated by users, regulations, and the market. A private cloud is an integral part of a hybrid multi-cloud strategy for financial services organisations. It enables financial institutions to derive competitive advantage from agile implementations without incurring the security and business risks of a public cloud.

Faced with a market transforming at the hands of new, cloud-native competitors, financial services businesses are actively engaging in their own transformation. They are adopting and integrating multiple cloud platforms and seeking to derive business value directly from emerging technologies such as artificial intelligence (AI), blockchain and container-based application architecture.

9 out of top 10 US & European financial institutions use Ubuntu

Find out why multi-cloud is fundamental to financial services transformation

Financial institutions are increasingly pressed for agility and velocity to adapt to changing market conditions, increased customer expectations while satisfying regulatory and compliance requirements.

Canonical helps financial institutions drive infrastructure efficiency and operational agility with multi-cloud, hybrid cloud and bare-metal solutions.


All Canonical blogs related to open source in Financial Services are here. This rich set of content covers everything from high-level product announcements to hands-on technical guides that dig into more complicated topics.

Latest Financial Services news from our blog ›



How Micro-branches are Changing the Face of Retail Banking

The face of retail banking is changing rapidly as the industry works to facilitate customer engagement while reducing the costs associated with building and operating traditional bank branches. One approach is the micro-branch – a fully functional bank branch that has been dramatically reduced in size. Micro-branches are cost-effective and enable banks to adapt to the evolving needs and expectations of their customers. In this episode, To the Edge and Beyond spoke with Devakumar Rajagopalan, Banking Segment Marketing Manager for The Intel Internet of Things Group, and Srikrishna "Kris" Sharma, Financial Services Industry Leader with Canonical, about the innovative technologies and deployment strategies that are making micro-branches a reality.


The Fintech Open Source Foundation (FINOS) is an independent nonprofit organisation whose purpose is to accelerate collaboration and innovation in financial services through the adoption of open source software, standards and best practices. FINOS projects are using Juju and Charmed Operators (also known, more simply, as "charms") to deliver an enterprise-grade experience for day-0 and day-2 operations in a hybrid multi-cloud environment.