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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 complete portal.

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

Four ways to reach the client, one set of operations.

Choose the channel per journey, not per vendor. Web, mobile, embedded and headless experiences all run on the same rules, states and controls.

A complete destination on your domain.

Give clients, advisers and partners one branded place for accounts, funding, documents and requests.

  • Client, adviser and partner portals
  • Accounts, wallets and statements
  • Requests and notifications
Building blocks

Everything a client journey needs, ready to compose.

Use the blocks inside a full portal, one at a time inside your own channels, or through APIs behind your own front end.

Client portal

Accounts, wallets, statements, documents and requests in one branded destination.

Digital onboarding

Adaptive forms, identity verification and suitability checks by jurisdiction and client type.

Digital Onboarding

Funding

Deposits, withdrawals and transfers with the methods each market expects, routed behind the scenes.

Payment Orchestration

Documents

Uploads, agreements, statements and evidence kept against the client record.

Partner and adviser portals

Hierarchies, referrals, clients and reports for partners, introducers and advisers.

Incentive Management

Mobile experience

App-led journeys that share the web's rules, states and controls.

Notifications

Email, SMS and in-app messages triggered by what happens in the journey.

Localisation

Languages, content and journeys configured per market and per brand.

Branded and white-label

Your brand on every screen, down to the domain.

Run one brand or many. Each brand gets its own look, domain, content and journeys, while operations, controls and data stay shared on one platform. Clients only ever see you.

  • Your domains, logos, colours, typography and content
  • Journeys per brand, entity, product and jurisdiction
  • Languages and content per market
  • Operations, controls and data stay shared underneath
What changes for the business

Journeys that evolve module by module.

The client sees one consistent brand. Behind it, product and operations teams can change a journey without waiting for a rebuild.

TodayWith FYNXT
One portal forced on every client typeJourneys that fit each audience, product and jurisdiction
Web and mobile behave differentlyConsistent journeys across channels
Front-end changes wait in a development queueProduct and operations teams adjust journeys themselves
A new brand is a new projectNew brands reuse the same operations underneath
Continue through the platform

Where to go next.

See how journeys are configured, what runs underneath them, and where they are used.

Next step

Design the client experience your strategy calls for.

Show us the journeys you run today and the ones you want next. We will walk through them on FYNXT, branded as yours.

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