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Client experience

Your client experience, not a prescribed portal.

Design one journey, a complete branded portal, a mobile app or a headless capability. FYNXT meets the client wherever your strategy puts them, on the same operations underneath.

Web portalMobileEmbeddedHeadlessWhite label
The problem

A portal is not a client experience strategy.

Securities & Derivatives need different journeys by brand, product, client type and jurisdiction. A fixed front end either constrains the model or becomes another long customisation programme.

Different audiences need different journeys

Retail, professional, corporate and partner clients do not onboard, fund or get served the same way.

Mobile and web must share operational truth

Two front ends with two sets of logic give the same client two different answers.

Single modules may need to live inside existing channels

Sometimes you only need onboarding or funding inside the site or app you already run.

Brand and policy change at different speeds

A new jurisdiction's rule should not wait for a redesign, and a rebrand should not touch compliance.

The client journey

One journey, from the first form to everyday service.

Compose the exact experience you need from reusable components and builders, connected to the same operations underneath. Each step can be used on its own or as part of a <a href="https://staging.fynxt.com/">complete portal</a>.

Step 01
Onboard
  • Individual, joint and corporate
  • Identity and AML checks
  • Suitability assessments
  • Save and resume

Tell us what your business is trying to launch, and we will show you how it gets configured on FYNXT.