Client portals and onboarding
Secure portals for applications, document upload, messages and statements, with identity checks through specialist providers.
Industry solutions
Financial services
Describe document workflows, reporting and integrations, including your compliance requirements.
Shape the right solution for your operation
These are possible project starting points, not published customer case studies. Describe your workflow and we can identify a suitable product or a custom project.
What we can build
Examples of systems we can design and build for this sector with the services below. The scope of each project is agreed with you in a written proposal.
Reporting and reconciliation
Bring data from your systems together for reconciliations, management reports and audit-ready exports.
Internal assistants with review
Assistants that search your procedures and draft routine documents for staff, with a person checking every output that matters.
What to plan for
- Your regulatory duties stay with youIf your firm is regulated by the FCA, it keeps its obligations when it uses new software. Infera Engine Ltd builds software; it is not authorised by the FCA and gives no financial advice.
- Identity and anti-money-laundering checksCustomer identity and anti-money-laundering checks are best connected to specialist providers rather than rebuilt.
- Security and audit trailRole-based access, two-factor sign-in, encryption and a record of who did what are part of the design from the start.
General information to help you plan, not legal or regulatory advice. Your obligations depend on your organisation, so check them with your own advisers.