FintechOS Documentation

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  • LAUNCH

  • SERVICE

  • EXPAND

  • FINTECH OPERATING SYSTEM

    • Define Personalization

      Create personalized content and business-tailored segments of audience (customer personas) to further create effective sales or administrative campaigns.

    • Define Products

      Define, adjust, and maintain banking and insurance, together with offers for building new commercial conditions over existing products, creating bundles of different products and services.

    • Define Digital Journeys

      Create and customize digital journeys, visual representations of every experience (path) users take when contracting financial products.

    • Digital Experience Portal

      Streamline the experience of your users by customizing the login screen, apply your own branding and theme, show tooltips, use custom icons.

    • Analytics

      Use built-in indicators to get insight on the performance and statistics of your launched products and digital journeys.

    • Data Core

      Connect to external systems and implement Enterprise Integration Pattersn (EIP) via a standardized and streamlined API-based integration framework.

    • Legacy Accelerators

      Use highly contextualized digital journeys aligned to various financial products to help your customers easily complete onboarding and self-servicing processes.

    • Legacy Connectors

      Use data point connections to external Saas providers to enrich customer data through customer identity verification and data validation, and help with onboarding and risk decision.

    • Distribution Management

      Manage third-party entities (agents, brokers, insurers, etc.) registered with the financial institution to intermediate the selling of various banking products to customers.

    • Loan Management

      Manage records and processes for customers, including lending with underlying limits and collaterals, deposits, minimum current accounts capabilities, third-party management, or credit facilities.

    • Policy Administration

      Support back-office policy administration for the life cycle of a contract, manage renewals and multi-object/person contracts, lapsing, and cancel policies.

    • Subledger

      Effectively perform financial transactions and gather the specific accounting information needed for ledger reports and other financial statements.

    • Claims Management

      Automate business steps that users follow through, from registering loss notifications, documenting claims, validating claims to, scheduling payments, in a timely and accurate manner.

    • Billing and Collection

      Automate invoice generation, direct debit processing, premium payments collection, and allocation.

    • Service Extension Apps

      Use app data forms to create digital apps with flexible navigation for middle and back office operations.

    • Utilities Package

      Test FintechOS banking solutions during implementation using sample data.

    • Customer 360

      Collect, aggregate, and process customer data for legal entities and private individuals in order to have easy access to the customer's profile and accelerate the onboarding process.

    • Task Management

      Organize allocation, prioritization, and oversight for workflows that operate with tasks.

    • Campaigns

      Create effective and user-tailored ways of interacting with the customer, automate completely personalized campaigns, populate unique emails for each individual, ensuring personalized communication with your customers based on their needs.

    • Security

      Set up an organizational structure by creating the business units, security roles, and assigning users the appropriate security roles to map the job-related responsibilities with the required level of access privileges.

    • Advanced (ProCode)

      Use HTML, CSS, and JavaScript in forms at source code level, create and use scripts in digital journeys and forms, create script libraries to avoid writing the same lines of codes repeatedly and more.

    • Embedded Automation

      Create advanced solutions that automatically validate identity documents, use face recognition, co-browsing, generate customized contracts and agreements that customers can sign.

    • Evolutive Data Core

      Use the data persistence layer where the information processed by FintechOS digital solutions is stored and managed as the foundation for creating customer journeys.

    • CI/CD

      Control the ownership, versioning, deployment, and import/export of all components that fulfill a specific business need (such as a digital journey) by organizing them into digital assets.

    • Reporting

      Aggregate data from various sources and have a centralized view of, for instance of a table with debtors with outstanding loans, together with the remaining payments and the duration since the last payment was received.

    • Integration

      Get access to a variety of API connectors for customer journeys, to connect to external APIs where you could for instance, use a credit reporting agency's API to automatically check the creditworthiness of an applicant.

    • Admin

      Use a set of administrative configurations to manage the platform, including system parameters, localization, application languages and more.

Getting Started

Get familiar with the FintechOS ecosystem.

Introduction to FintechOS

Release Notes

Read detailed technical descriptions of latest features part of each release.

Release Notes

Knowledge Base

Customize the UI

Read Tutorial

Integration Patterns

Read Article

Personalize Journeys

Read Article

 

View all tutorials

FintechOS Academy

The Academy has all the resources and support to take your career to the next level. Empowering you with the skills to be at the forefront of digital transformation and shape the future of financial services.

 

Browse the FintechOS Academy