Create new managed-service revenue.
Package open-banking insights, intelligent onboarding, reporting, customer support, and workflow automation as repeatable services your MSP can sell and support.
Help your financial-services customers make faster, better-informed choices.
We help MSPs build and operate secure products across open banking, investments, onboarding, reporting, customer service, and regulated data workflows.
Turn financial data and AI into services your customers will pay for.
Help customers understand their options.
Turn fragmented account, product, portfolio, and service information into clear, source-linked comparisons while keeping regulated recommendations with authorised people.
Build governance into the service.
Make permissions, consent, data lineage, human approval, audit trails, model evaluation, and escalation visible from the first release.
Financial products and workflows we help MSPs deliver.
Each service is designed around consented data, clear customer value, human accountability, and the operational controls needed for ongoing managed support.
Open-banking account insights
Connect consented account data, categorise transactions, identify cash-flow patterns, and present useful insights through customer or adviser experiences.
Investment choice and portfolio support
Explain approved product information, compare options and fees, summarise portfolio data, and prepare review material without replacing regulated financial advice.
Digital onboarding, KYC and AML support
Collect documents, check completeness, extract structured information, route exceptions, and keep compliance review explicit.
Lending and affordability workflows
Organise application data, surface missing evidence, summarise financial information, and support consistent human underwriting decisions.
Client reporting and adviser preparation
Prepare review packs, consolidate account and portfolio information, draft approved communications, and reduce manual reporting work.
Financial customer-service automation
Answer policy and account-service questions from approved sources, triage requests, and escalate complaints, vulnerability, or regulated conversations.
How we turn the opportunity into a managed service.
We work with your MSP to define the customer offer, integrate the financial data, build the product, establish controls, and prepare the service for ongoing support.
Define the commercial service
Choose the financial customer segment, workflow, user outcome, pricing logic, and support model before committing to a build.
Design data and compliance boundaries
Map consent, open-banking providers, customer systems, permissions, regulated decisions, security controls, and human approval points.
Build and validate the product
Engineer the integrations and user experience, test data quality and AI behaviour, and validate realistic failure and escalation scenarios.
Launch and operate with confidence
Deploy with monitoring, auditability, service ownership, documentation, incident processes, and measurable customer outcomes.
Built to work across the financial-services stack.
We integrate open-banking data, CRM, payments, accounting, investment platforms, analytics, and governed AI into services your MSP can operate and support.
Salesforce
Client CRM
Stripe
Payments infrastructure
Plaid
Open banking data
Xero
Accounting data
QuickBooks
SME finance
Snowflake
Data warehouse
Databricks
Data science
OpenAI
AI layer
Build the financial-services offer your MSP can take to market.
Tell us which customers you serve and where open banking, investments, onboarding, reporting, or service automation could create value. We will help define a viable first product and delivery model.