See how firms like yours run on FYNXT.

The broker faced two pressing issues: trading activity among clients had plateaued, and the cost per acquisition was rising due to dependence on affiliates and paid advertising. To remain competitive, the broker needed a solution.

A client has banking customers asking for online trading, but no trading operation of its own and no appetite to replace its core banking system to build one.

FYNXT delivered the client journeys, onboarding and back office on one foundation, under the bank's brand and connected to its existing systems.

• A new service without a core replacement
• The bank's brand on every screen
• A back office ready from the first customer

A client has licensed entities in several jurisdictions and desks for securities, commodities and metals.

FYNXT replaced the separate tools with Financial CRM and one client experience configured per entity.

• One record per client across entities
• Entity rules are configured, not coded
• One release instead of one per entity

A client has money managers running pooled strategies for investors.

FYNXT deployed PAMM / Copy Trading.

• Allocation happens on every close
• Fees settle by the written rules
• Investors see their own statements

A client has a fund raising from accredited individuals and family offices.

FYNXT rolled out Digital Onboarding in front of the fund.

• Packs are completed in one journey
• Outstanding items are visible, not chased
• Classification evidence sits on the record

A client has applicants sending forms, policies and certificates by email to several people.

FYNXT rolled out Digital Onboarding for membership.

• Applications are tracked, not chased
• Applicants see their own status
• Evidence sits on the participant record

A client has a large minimum piece on most new issues, so client orders were pooled into one street-side ticket in a spreadsheet.

FYNXT captures orders against the issue on the client record, pools them for the street-side ticket, and applies the allocation actually received back across clients, keeping the working with each fill.

• Pooling happens on the record, not a spreadsheet
• Scaled allocations apply back automatically
• Every fill keeps its calculation

A client has trading challenges running on MT5.

FYNXT set up the challenge lifecycle in Financial CRM.

• Accounts exist the moment a challenge is bought
• Every phase is judged by the same rules
• Traders follow their status in the client area

A client has sign-ups arriving in waves after every listing and campaign.

FYNXT put Digital Onboarding in front of the exchange.

• Clean applications pass without manual review
• Officers see only the cases that need a decision
• Every decision is on record for the regulator