FinanceOS / Financial Services

Keep client relationships and financial workflows connected.

Organize onboarding, requested documents, review meetings and service progress in a customized client experience.

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Financial Services office or workplace

A connected experience on both sides.

Client onboarding

Customize client onboarding for your operating process, with appropriate client and staff access.

Document checklists

Customize document checklists for your operating process, with appropriate client and staff access.

Review appointments

Customize review appointments for your operating process, with appropriate client and staff access.

Client requests

Customize client requests for your operating process, with appropriate client and staff access.

Service tracking

Customize service tracking for your operating process, with appropriate client and staff access.

Reporting integrations

Customize reporting integrations for your operating process, with appropriate client and staff access.

Investment custody, regulated advice and financial transactions are outside this administrative demonstration.

A CUSTOMER EXPERIENCE THAT GOES WITH THEM

Your business.
In your customers’ pocket.

Give clients a branded mobile experience they can return to for appointments, messages, documents, invoices and progress updates. Your business becomes easier to reach—and easier to come back to.

Turn updates into action.

With permission, notifications can remind customers about appointments, ready-to-review work, outstanding requests and service renewals.

A place on their home screen.

An installable web app can put your branded portal alongside the apps they use every day, on supported devices.

Stay useful between visits.

Make the next booking, payment or conversation convenient. Keep customers connected with timely, relevant updates.

Interactive concept with fictional data. Push notifications require customer opt-in and supported browser/device installation. A native App Store app is a separately scoped option. This example does not send real notifications. Assistant responses are scripted examples; AI is an optional configured add-on.

CUSTOMER MOBILE APP · INTERACTIVE DEMO
9:41▰
Your BusinessClient app

YOUR CUSTOMER PORTAL

Welcome back, Jordan

Everything you need, in one place.

Website projectDesign review
55% · fictional project
Your project

Design review is ready

Next appointment

November 4 · 10:00 AM

Invoice AP-1042

Sample balance · $450

Try the tabs. Preview a notification.
See how your clients stay connected.

AVAILABLE AS A SCOPED UPGRADE

AI Agent & Automation. When you’re ready.

Extend your website or platform with approved customer assistance, intake, reminders and staff handoffs. Plan access permissions, knowledge sources, usage costs and human review before activation.

Explore upgrade options →

Readiness and compliance requirements are assessed per deployment. Upgrade scope and any provider usage costs are confirmed in your proposal.

Your implementation, clearly scoped.

We map your existing subscriptions and identify workflows that can move into your own platform. Your team reviews requirements, designs and acceptance criteria before launch.

Every FinanceOS implementation can be customized further following a consultation. Public demonstrations simulate workflow concepts and contain no customer information.

REPLACE SUBSCRIPTIONS. SAVE MONEY. TAKE OWNERSHIP.

Let’s map your next platform.

Identify the workflows to replace, the data to migrate, and the capabilities your customers need. Scope, costs and ownership terms are agreed before development.

Plan your platform →