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Industry

Add investment and trading services around the core, without replacing it.

FYNXT gives banks a governed layer for investment onboarding, relationship management, bond distribution and payments, while core banking and your systems of record stay authoritative.

Core banking stays in placeBank-branded journeysBond distribution
The challenge

The core is essential, but it was not built to carry every new service.

Launching investment and trading services usually means long release cycles across the core, the CRM and several surrounding systems.

Core change is slow and high-risk

Every new product or journey waits for a release window on systems the whole bank depends on.

Customers repeat what the bank knows

Investment onboarding asks again for checks the customer passed when they opened their account.

Relationship managers work across screens

Holdings, requests and conversations sit in the core, the trading platform and email.

Bond distribution runs on paper

Subscriptions, payment evidence and certificates move by forms and email, and customers cannot see progress.

How FYNXT delivers

Add an operating layer where change needs to happen.

Start with onboarding, relationship management, bonds or payments. Connect the core and the CRM, use FYNXT where it adds value and extend without redesigning the foundation.

  1. 01CoexistCore banking and your CRM stay authoritative where they should.
  2. 02DifferentiateInvestment journeys under the bank's brand, on web and mobile.
  3. 03ControlApprovals, entitlements and evidence built into every step.
  4. 04ScaleThe same foundation reused across products, branches and entities.

Most banks start with one product line or one branch network, then extend once the journey runs.

Your operating model
  • Coexist
  • Differentiate
  • Control
  • Scale
Connected to what you keep
  • Core banking
  • Existing CRM
  • Trading platforms
Use cases

How banks run investment services on FYNXT.

Anonymised stories from banks adding investment and trading services: where they started, what they needed and what changed.

Solutions

The solutions banks deploy most.

Run one on its own or combine them around the core as more products come online.

Implementation approach

Modernise in phases, around what already works.

Launch one product line under the bank's brand, prove it, then extend to more branches, products and entities.

  1. Phase 1

    Core flow

    One product line, such as bonds or managed investments, goes live under the bank's brand, connected to the core.

  2. Phase 2

    Scale

    Add relationship manager workspaces, approvals and reporting across branches.

  3. Phase 3

    Extend

    Bring more products, entities and channels onto the same foundation.

FAQ

What banks ask us first

Short answers to the first questions we hear. For anything else, book a demo and ask us directly.

No. FYNXT runs beside the core. Customer and account data stay authoritative where they are, and FYNXT reads and writes through integrations, so new journeys do not wait for core releases.

Next step

See how FYNXT fits around your core.

Book a demo and we will map one investment or trading service onto your existing systems, from onboarding to servicing.

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