Icon

Framework

Framework

Framework

Framework

Framework

Framework

Framework

In a world where technology’s changing faster than ever before, we’re using Fintex Frameworks as a proven method to help institutions with speed, scale and profit.

Fintex Framework
01/05

A culture of collaboration.

We use a startup / challenger mindset to focus on outputs while leveraging over a decade of wealth management expertise and collaboration.

Fintex Framework
02/05

Purposful processes, seamless integration.

Through a proven delivery model of Agile methodology and collaborative integration, we help create scalable, customizable tech that integrates with your existing workflows.

Fintex Framework
03/05

Acceleration through true innovation.

Our deadline-driven delivery using accelerators and pre-built services helps you launch up to 40% faster, while reducing risk and build time.

Fintex Framework
04/05

Experienced leadership impact.

Our user-obsession and critical questioning leads to seamless end-to-end journeys, keeping delight in mind to create the right product and a cohesive experience.

Fintex Framework
05/05

An Outcomes over Output mindset.

Accelerated growth and operational efficiency will help you deliver tangible results and clear, measurable ROI. The result? Faster onboarding, improved conversion, and superior client retention.

Fintex Framework
01

A culture of collaboration.

We use a startup / challenger mindset to focus on outputs while leveraging over a decade of wealth management expertise and collaboration.

Fintex Framework
02

Purposful processes, seamless integration.

Through a proven delivery model of Agile methodology and collaborative integration, we help create scalable, customizable tech that integrates with your existing workflows.

Fintex Framework
03

Acceleration through true innovation.

Our deadline-driven delivery using accelerators and pre-built services helps you launch up to 40% faster, while reducing risk and build time.

Fintex Framework
04

Experienced leadership impact.

Our user-obsession and critical questioning leads to seamless end-to-end journeys, keeping delight in mind to create the right product and a cohesive experience.

Fintex Framework
05

An Outcomes over Output mindset.

Accelerated growth and operational efficiency will help you deliver tangible results and clear, measurable ROI. The result? Faster onboarding, improved conversion, and superior client retention.

Fintex Framework
Fintex Frameworks

This framework is a key driver in elevating outcomes while simultaneously navigating the complexity of internal stakeholder needs and legacy team culture.

Fintex
Flow

our processour processour processour processour processour process

5 key stages of our process.

Set the Vision
Budget: ~5%

Timeline: ~1–2 weeks

We start by collaborating with key stakeholders to define goals, success metrics, and the high-level roadmap by drawing on competitor insights and industry experience. No slide decks full of hypotheticals; we focus on concrete outcomes so that every subsequent phase is laser-focused on real needs.
Sketch the Experience
Budget: ~15%

Timeline: ~2–4 weeks

Next, we translate the vision into initial wireframes, user flows, and design concepts. During this period, we clarify user journeys and ensure each proposed feature has a tangible purpose to prevent “feature creep” later on.
Prototype & Test
Budget: ~5%

Timeline: ~1–2 weeks

Here, we convert sketches into high-fidelity prototypes. We then test them with actual stakeholders and potential end-users. This rapid feedback loop catches major issues before substantial costs are incurred, ensuring we only move forward with validated concepts.
Architect & Align
Budget: ~10%

Timeline: ~2–3 weeks

Once the prototype is locked in, we work hand-in-hand with your internal tech teams to finalize the technical blueprint, matching security standards, integration points, and any required compliance.

Only after this stage do we give the green light for major coding efforts, ensuring alignment on what’s being built, why it’s being built, and how it fits into your existing ecosystem. At this checkpoint—before investing the bulk of the budget—we have a validated prototype, a clear architectural plan, and stakeholder consensus. This significantly reduces risk, as the “real” coding only begins once everyone is on the same page.
Build & Evolve
Budget: ~65%

Timeline: ~8–12+ weeks (varies by project scope)

With the vision and architecture in place, we begin development. We operate in sprint cycles, refining wireframes, crafting epics and user stories, and conducting regular demos to keep feedback flowing. By flagging issues early in each sprint, we ensure timely course-correction. Once launched, we watch user behavior and gather data to guide ongoing enhancements. Because we “build light,” there’s always room to adapt and scale as your needs grow, rather than overengineering on day one.
Why it Works
Cost Control: Most of the budget is reserved for a time when everyone knows exactly what’s being built.

High-Fidelity Alignment: Prototypes, not static decks, drive real buy-in and refine product features early.

Collaborative: Frequent demos and agile sprints keep internal teams involved, surfacing issues sooner rather than later.

Flexible Growth: The final product is “just right” for launch and then grows through data-informed iterations, minimizing waste.

This blend of budget discipline, iterative design, and user-centric validation helps deliver solutions that are truly aligned with your organization’s goals: on time and on budget.

We’re dedicated partners with a proven track record of elevated outcomes while building a cultures of collaboration, empowerment and idea exchange.

Choose Your Approach:
We will seamlessly guide your project from concept to execution.
We join forces with your in-house resources to form an integrated team.

Fintex Team

A conduit for better relationships and interconnection of your people.

We build and implement wealth management technology that drives change while meeting key targets.

A New Way

A proven methodology.

Our approach allows us to lead with innovation in product development and employee engagement.

Legacy

  • Hierarchical
  • Linear
  • Fixed
  • Slow
  • Limited
fintex framework

Fintex

  • Collaborative
  • Interconnected
  • Modular
  • Agile
  • Infinite

We unite business strategy, human-centered design, and technology with our foundation in wealth management to craft scalable, resilient solutions for your business.

Banner

Key Partners

Services, Solutions and Support to drive your digital transformation.

Contact Us