Banking and Finance

Digital Banking Experiences | Open Banking | Payment Modernization | API Security

Building the Financial Institutions of tomorrow

Deliver personalized, accessible financial solutions.

Pick your Industry!

Banking

BANKING

Implement intelligent system for seamless customer interactions, real-time insights, cross-departmental collaboration.

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INSURANCE

INSURANCE

Empower sales with AI-driven insights and real-time data automation for innovative claims processing.

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FINTECH

FINTECH

Enhance customer connections, personalize acquisition, and streamline finance operations with world-class omnichannel experiences and analytics.

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WEALTH MANAGEMENT

WEALTH MANAGEMENT

Leverage rich client profiles, focus on personal goals and pivotal life events, foster deeper relationships with proactive outreach.

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Empower Your Financial Institution with Cutting-Edge Technology with Incepta Financial Services.

Incepta Financial Services Cloud porwered by the #1 AI CRM for financial services

Incepta Financial Service Cloud

Revolutionize your business, not just a process. Incepta Financial Services Cloud porwered by the #1 AI CRM for financial services unlocks data from core banking, wealth, and insurance platforms and unifies it around the customer. Take a holistic approach, placing the customer at the core. Activate data to personalize engagement using Incepta’s purpose-built automation with industry-specific AI. Integrate advanced technologies with streamlined workflows to empower your team and drive exceptional service—the key to business growth.

Our Solutions

Banking and Finance Solutions

  • Payment Modernization

    Customers prefer payment experiences that offer more control, security, and flexibility. Incepta enables banks and credit unions to deliver diverse payment systems that support multiple transaction types to meet customer needs.

  • Core Banking Integration

    Unlock data from core banking solutions enabling a 360 view of a customer’s financial data, delivering real-time checking & savings accounts account data and transaction history to support their relationship with service reps.

  • API Security

    APIs enable legacy systems to connect and streamline banking processes. However, many are left unsecured and are exploited by cybercriminals. Incepta helps detect vulnerabilities & misconfigurations to avoid costly data breaches.

  • Compliance Management

    Automate preparation, management, and uploading of documents needed for regulatory audits, compliance, and checkpoints and stay updated.

  • Customer Onboarding

    Create an easy customer onboarding experience. Empower consumers to apply for services digitally, accept agreements via third-party systems, and add them as customers in seamless steps.

  • Capital Market Automation

    Streamline critical areas, including trading, settlements, risk management, and trade confirmations with our Capital Market Automation.

Empower Your Bank in the Digital Age. See How Incepta Can Help You.

Case Studies

Outwork the competition

Incepta Mortgage & Lending Solutions: Streamline Your Mortgage Operations

Mortgage & Lending Solutions

Upgrading Financial Play: Why Your Bank Needs Incepta Financial Services Cloud?

The Imperative of Incepta Financial Services Cloud Adoption Is the impending digital surge posing a threat to the integrity of your financial institution?

MuleSoft Platform Assessment for FinTech Company

Learn how Incepta Solutions can perform MuleSoft Platform Assessment (MPA) for organizations and help them create future Target Architecture.

Find out how companies succeed with us. Read our case studies

OUR CLIENTS

Happy. Loyal. Satisfied

Benefits to bank on

How Digital Banking Solutions Can Help You Grow

  • Improve Delivery Speed

    Close the IT delivery gap in your company with the help of the right tools and the right knowledge. Get 80% faster delivery of APIs & integrations.

  • Reduce Cost

    Automation reduces cycle times, cuts costs & eliminates the complexity of processing applications. Improve productivity by automating processes.

  • Strengthen Security

    APIs enable seamless connections but at a cost, if not adequately protected. Digital solutions ensure regulatory compliance & strengthen security.

  • Improve Customer Service

    Get real-time access to customer information, accelerate customer request resolution, and identify additional product/service needs.

Stop wasting time and money on outdated technology. Let’s get started

Your #1 Integration Partner

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Testimonials

Quality. Knowledge. Performance

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Are you ready for a more profitable and compliant organization?

Stop worrying about technology problems. Focus on your business.
Let us provide the support you deserve.