Industry · Finance & Fintech
Client dashboards and compliance workflows for finance firms that don't fit the template.
Finance businesses tend to have one or two things no off-the-shelf product models properly. Maybe it's a product structure your CRM can't represent. Maybe it's a compliance trail that currently lives in email. You can pay for heavy customisation of someone else's tool, or you can build the piece you need. We build client dashboards, compliance tools and reporting systems that fit your regulatory setup and what your clients expect to see.
Discuss your projectThe problems we see most often
- Client reports stitched together by hand from several data sources
- Compliance documents scattered across email threads and shared folders
- No client portal, so clients call the team every time they need a document
- Product structures your CRM simply can't model
- Reporting cycles that take days because someone is aggregating manually
- Data sitting in tools that don't talk to each other
What we build for finance businesses
- Client dashboards with live portfolio and account views
- Compliance workflows with document management and an audit trail
- PDF and Excel reports generated on a schedule or on request
- Integrations with banking systems, the GST portal and payment gateways
- Role-based access that separates client-facing and internal teams
- Data pipelines that pull several sources into one view
Related
Have a finance project that needs a custom system?
Tell us what you’re dealing with. We’ll tell you honestly whether it’s something we can help with — and what it would take.