Businesses We Serve

Financial Institutions

Workflow automation and API-driven sales for institutions dealing with pensions, investments and insurances.

Streamline your operations

Our platform provides a means for operational teams to manage their workflow and respond to requests directly from advisors and consumers.

We automatically route requests to the relevant team and automate tasks across your back-office:

Tasks we automate

Letters of Authority
Change of Agency
Switch Requests
Retirement Options & Leaving Service Option Requests
Withdrawal Requests
Retirement Instructions
Onboarding for new business

Integration models

Single tenancy arrangements
White label options
Embedded integration to existing customer-facing technology
Employee benefits platform integration

Sales via API

We provide consumers with a fintech experience and easy onboarding. Our embedded quotes and new business integration to Financial Institutions ensure faster pipeline conversion and oversight — without manual overhead for the advisor and operations teams.

We support requests for single tenancy arrangements, white label options, and embedded integration to existing customer-facing technology and employee benefits platforms.

Ready to Modernise Your
Operations?

See how Finerty can help you streamline operations and better serve your customers.