Fintech

Seamless Journey to Accumulate
Wealth

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Trusted by Pioneers in the region

We are a collective of creative experts, dedicated to offering solutions for any
brand aspiring to make its mark in the digital realm.

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66%

of investment app users have
given up on signing up for an
app because
the process was too
complicated

87%

of investment app users are more likely to use an app when they can sign up and access it instantly

53%

of retail investors are likely to invest more if they had access to automated advice or a robo-adviser

How can you benefit from TechX in Fintech?

Wealth the Problem
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The Problem

In order to thrive in the present landscape, digital wealth platforms must provide customers with immediate market access and personalized financial guidance. Nevertheless, obtaining a comprehensive understanding of customers’ financial situations can pose difficulties, and enabling quick access to funds can put wealth platforms at risk of fraud or payments returns..

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The Solution

TechX builds digital wealth platforms for our clients including user experience, tailored advice,payment integration, onboarding process in order to increase the customer lifetime value and journey experience in addition to fighting fraud–all on a single platform. Plus, with Tex’s best-in-class conversion, it’s easy to increase customer lifetime value.

Wealth the Solution

The Trading Journey with TechX

Onboard more verified customers

Advanced AML Compliance

Quickly verify identities

Our customized basket ensures that your customers enjoy a personalized and tailored shopping journey. From product selection to checkout, we prioritize user.

Client Security

Stay AML compliant

The integration brings a sleek and modern design to your basket, providing a visually appealing and user-friendly interface.

Fund accounts instantly and securely

Enhanced Identity Verification

Instantly authenticate accounts

Keep your customers informed with real-time updates on their basket contents. Whether they add, remove, or adjust quantities, the basket updates dynamically.

Secure Data Encryption

Accelerate access to funds

Our customized basket is designed to work seamlessly across various devices, ensuring a consistent and reliable shopping experience for your customers.

Unlock tailored financial advice

Real-Time Market Data Access

Access detailed transaction history

Liabilities retrieves detailed portfolio data including account balances, terms, and payment timing.

Secure Communication

Understand customers’ investments

Investments provide a comprehensive overview of a customer’s investment accounts, encompassing account balances, holdings, and transactions that result in changes to a holding.

Real-Time Market Data Access

Know Your Portfolio

Transactions provide an extended transaction history spanning up to 24 months, empowering you to assist customers in managing their cash flow and minimizing expenditures.

Wealth unlock tailored financial advice
Let us help

Talk to one of our experts and get free consultancy

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