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Customer stories

Built for teams who know capital markets.

FYNXT runs client, partner, payment and trading workflows for firms across capital markets. Every story on this page is anonymised: we name a client only when they approve it.

Trusted by regulated firms across capital markets
Decision context

Proof is not a logo wall. It is operational fit.

The question that matters is whether a platform adapts to real hierarchies, products, approvals and integration constraints without losing control.

  1. 01

    Every operating model has meaningful variations

    Entities, products, partner structures and approval chains differ from one firm to the next.

  2. 02

    Integrations must survive daily volume

    Trading platforms, payment providers and verification services are connected every day, not only at launch.

  3. 03

    Commercial rules need transparent calculation

    Partners, introducers and finance should reach the same number from the same rules.

  4. 04

    Teams need control after go-live

    The people who run the operation should be able to change it without a new project.

Stories by industry

Domain depth, configured around the institution.

Our customer work spans partner management, trading operations, onboarding, client experience and connected financial workflows. Every story follows the same shape and names no client; named stories are published only with approval.

Multi-Asset Brokers

Deposits that route around a failing provider

Starting point

A Multi-Asset Broker spread deposits across several payment providers, with routing hard-coded per country. When a provider declined or went down, the client saw a failed deposit and finance reconciled the rest by hand.

What FYNXT did

Payment orchestration now sits in front of every provider: rules route each deposit by country, method and amount, and a declined attempt cascades to the next provider.

What changed
  • A decline falls back instead of failing
  • Routing rules change without a release
  • Finance reconciles from one view
Multi-Asset BrokersPayment OrchestrationFinancial CRM
Multi-Asset Brokers

Bulk account changes without the manager terminal

Starting point

A Multi-Asset Broker's dealing team ran MT4 and MT5 across several servers. Group moves, leverage changes and swap-free requests went through the manager terminal one account at a time.

What FYNXT did

TradeOps Control Center runs on both platforms: bulk changes from one screen, a second approval for sensitive changes, and holiday sessions scheduled once for every server.

What changed
  • Bulk changes replace one-by-one edits
  • Every change has an owner and an audit trail
  • Holiday hours are set once and applied everywhere
Multi-Asset BrokersTradeOps Control Center
Banks

Trading services launched under the bank's own brand

Starting point

A bank wanted to offer trading and investment services to its customers without replacing its core banking system or sending customers to another brand.

What FYNXT did

FYNXT runs onboarding, the client portal and the trading connections under the bank's brand, connected to the core system that keeps the customer record.

What changed
  • One brand from sign-up to first trade
  • The core system stays the system of record
  • New services without a core replacement
BanksDigital OnboardingFinancial CRM
Banks

Investment onboarding that reuses what the bank knows

Starting point

Existing customers opening an investment account were asked again for documents and details the bank already held.

What FYNXT did

Digital onboarding reads verified customer data from the bank's systems and asks only for the extra suitability and product checks.

What changed
  • Customers are not asked twice
  • Suitability follows the product requested
  • Every decision is on record
BanksDigital Onboarding
Securities & Derivatives

One client portal across several licensed entities

Starting point

A firm with licences in more than one jurisdiction ran a separate client area for each entity. Every change shipped several times, and clients with accounts in two entities had two logins.

What FYNXT did

One Financial CRM and client portal, configured per entity: each regulator's disclosures, products and payment methods reach the right clients from one build.

What changed
  • One login across entities
  • Entity rules are configured, not coded
  • One release instead of one per entity
Securities & DerivativesFinancial CRM
Securities & Derivatives

One onboarding journey for every product line

Starting point

Each new product line came with its own application, appropriateness test and review queue, so the same person was checked several times.

What FYNXT did

One application collects identity checks and documents once, appropriateness questions branch by the products a client asks for, and every case lands in one compliance queue.

What changed
  • Clients are verified once
  • Checks follow the product requested
  • Compliance works one queue with one audit trail
Securities & DerivativesDigital OnboardingFinancial CRM
Wealth Management

Pooled strategies without month-end spreadsheets

Starting point

An asset manager ran pooled strategies for investors, with allocations, fees and statements prepared in spreadsheets at month end.

What FYNXT did

PAMM / Copy Trading runs allocation and fees on written rules, and investors join, follow and leave strategies from the portal.

What changed
  • Allocation and fees run on rules
  • Investors see their own share in the portal
  • Month-end work moves off spreadsheets
Wealth ManagementPAMM / Copy Trading
Wealth Management

Introducers paid on the fees their investors generate

Starting point

A wealth manager relied on introducers but worked out their share of management and performance fees by hand every quarter.

What FYNXT did

Incentive management pays each introducer on the fees their investors generate, with plans configured per introducer and statements they can follow.

What changed
  • Plans are configured, not calculated by hand
  • Introducers see the same numbers as finance
  • Payouts follow a schedule
Wealth ManagementIncentive Management
Prop trading firms

Challenge accounts created and graded by rules

Starting point

A prop trading firm created every evaluation account by hand, tracked drawdown and profit targets in spreadsheets, and moved passing traders to funded accounts one ticket at a time.

What FYNXT did

The challenge lifecycle runs in Financial CRM: a purchase creates the account in the right platform group through TradeOps, each phase is judged against its written rules, and a pass moves the trader on.

What changed
  • Accounts exist the moment a challenge is bought
  • Every phase is judged by the same rules
  • Traders follow their status in the portal
Prop trading firmsFinancial CRMTradeOps Control Center
Prop trading firms

Affiliates paid on every challenge they sell

Starting point

Most of a prop firm's sales came from affiliates and trading creators, paid from spreadsheets at month end. Disputes were common and every new deal took weeks to set up.

What FYNXT did

Incentive management gives every affiliate tracked links and codes, pays per challenge sold or per funded trader, and shows partners their referrals and earnings in their own portal.

What changed
  • New deals are configured, not built
  • Partners see the same numbers as finance
  • Commissions pay out on schedule
Prop trading firmsIncentive Management
Digital Asset Firms

Verification that keeps up with every sign-up wave

Starting point

A digital asset firm saw sign-ups arrive in waves around market moves, and a manual review queue that fell behind each time.

What FYNXT did

Digital onboarding connects the exchange's verification providers and routes each application by risk: straightforward cases move on, the rest land in one review queue.

What changed
  • Verification keeps pace with sign-up waves
  • Reviewers see the cases that need them
  • Every decision is on record
Digital Asset FirmsDigital Onboarding
Digital Asset Firms

A fiat on-ramp no single provider can stop

Starting point

An exchange depended on one provider for card and bank deposits, so every provider outage stopped new funding.

What FYNXT did

Payment orchestration routes fiat deposits across several providers by country and method, with cascading retries when one declines.

What changed
  • A decline falls back to another provider
  • Routing changes without a release
  • One view of every fiat transaction
Digital Asset FirmsPayment Orchestration
Inside the firm

The teams that work on FYNXT.

The same platform serves every team that touches a client, an account or a partner, so each story starts in one team and reaches the next.

Onboarding and compliance

Applications, verification, appropriateness and reviews in one queue with one trail.

Digital Onboarding

Payments and treasury

Deposits and withdrawals routed across providers, reconciled in one view.

Payment Orchestration

Partners and introducers

Programmes, commissions and partner portals configured instead of calculated.

Incentive Management

Dealing and trading operations

Bulk platform changes with validation, approvals and an audit trail.

TradeOps Control Center

Sales and client service

One client record across accounts and platforms, with workflows your team can change.

Financial CRM

Portfolio and investment

Pooled and copied strategies with allocation and fees on written rules.

PAMM / Copy Trading
What to evaluate

Operational progress you can see.

What to look for when you compare these stories with your own operation.

Technology shaped by operating reality

Objects, rules and journeys that match how the firm actually works.

Delivery around existing dependencies

Trading platforms, providers and core systems stay where they are and get connected.

Configuration that stays usable after launch

The operating team keeps changing the platform once the project team has moved on.

Continue evaluating

Test the operating case.

Move from this page into the most relevant platform, solution or industry context.

Case studies

Stories by industry and team

Explore the case studies library, including the stories our clients have approved for publication.

Services

From first outcome to operating momentum

How our teams scope, deliver and expand a FYNXT rollout around one business outcome.

Why FYNXT

Build your difference, not the industry basics

A domain foundation, configuration tools and ecosystem connections in one platform.

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Your operating model, configured.

Show us where your team works around its tools today. We will show you the same journey on FYNXT.

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