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We are a collective of creative experts, dedicated to offering solutions for any
brand aspiring to make its mark in the digital realm.
How can you benefit from TechX in Fintech?
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..
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.
The Trading Journey with TechX
Onboard more verified customers
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.
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
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.
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
Access detailed transaction history
Liabilities retrieves detailed portfolio data including account balances, terms, and payment timing.
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.
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.
