Onboarding by paperwork
Forms, scans and emails slow down every new client and invite mistakes.
Finance & Banking
Financial software that feels simple and trustworthy.
Client portals, digital onboarding, fintech apps and internal dashboards, built on established payment and identity providers and designed around security.
The problem
What gets in the way today.
Clients want answers now
People expect to check balances, documents and progress on their phones, any time.
Disconnected systems
Customer data sits in several tools, so staff copy it between screens.
Risk checks by hand
Teams review risky activity by hand, without clear queues or history.
Manual checks and reconciliations
Teams match payments and records by hand in spreadsheets.
Security expectations
Customers and partners expect strong security and clear data handling.
What we build
Finance & Banking software we can build for you.
Client portals
Documents, statements, messages and progress in one secure place.
Digital onboarding
Step-by-step applications with identity checks through established providers.
Fintech mobile apps
Clear, fast apps for accounts, payments or savings goals.
Internal dashboards
Pipelines, approvals and reporting for operations and compliance teams.
Case and review queues
Clear queues for checks and reviews, with notes and audit history.
Payment and transaction views
Clear transaction history, statements and alerts for customers.
Reconciliation tools
Match payments and records automatically and flag the exceptions.
Secure messaging
Encrypted messages and document requests between clients and advisers.
Solutions
Where most finance & banking projects start.
Three common starting points. Most products grow to include more than one, and every scope is shaped around your needs.
Customer app and portal
- Simple onboarding
- Accounts and statements
- Alerts and notifications
- Secure sign-in
Back-office tools
- Case and review queues
- Reconciliation
- Audit logs
- Role-based access
APIs and integrations
- Payment provider connections
- Open banking where it fits
- Webhooks and data feeds
- Partner dashboards
How we work
What we take care of in finance & banking.
Every sector has its own rules and habits. These are the things we plan for from the first workshop, so they do not turn into surprises before launch.
Technology that suits this work
- React and Next.js
- React Native
- Node.js
- PostgreSQL
- Stripe or your payment and identity providers
Security first
Strong sign-in, role-based access, audit logs and encryption in transit and at rest.
Trusted providers
Payments, identity checks and open banking through established, regulated providers.
Your compliance team in the loop
We document data flows so your compliance and risk teams can review them.
Clear language
Plain words and clear fees, because trust is part of the product.
What changes
What good software gives your team.
Fewer drop-offs
Shorter, clearer onboarding.
Less manual matching
Exceptions flagged automatically.
Strong security
MFA, encryption and audit logs.
Clear records
Every action is logged.
Better service
Customers find answers themselves.
Ready to grow
Add products without rebuilding.
Trends
Where finance & banking is heading.
- 01
Embedded finance
Payments, lending and accounts are built into non-financial products.
- 02
Open banking
Customers share account data with permission, enabling new services.
- 03
AI for risk and service
AI helps sort cases and answer questions, with people overseeing decisions.
- 04
Real-time payments
Customers expect money to move and show up instantly.
Why CrowdApps
How we work with finance & banking teams.
Scope agreed in writing
Before any work starts you get a written scope, timeline and price, so everyone knows what is being built.
Working software every week
Weekly demos of real, working features. You see progress and can change direction early.
You own the code and IP
Everything we build is yours: source code, designs and accounts, handed over in full.
NDA before we see your idea
We sign an NDA before you share details, and the same senior team stays with you from start to finish.
Our process
From first call to launch and beyond.
- 1
Intro call
A short call about what you need, who will use it and what is in the way today.
- 2
Written scope
Features, timeline and price in writing, with an NDA signed first if you need one.
- 3
Design
Clickable screens you can test with real users before we build.
- 4
Build and weekly demos
Working software every week, so you can steer as it takes shape.
- 5
Test and launch
Testing on real devices, then release to the web or the app stores.
- 6
Support and grow
Monitoring, fixes and new features in planned releases.
How our work carries over
The pieces a finance product needs, such as secure portals, role-based access, document handling and integrations with third-party providers, are what we build in our other projects, and we are happy to talk you through how they carry over.
Talk to us about your project →Questions
Asked by finance & banking teams.
Do you build the payment or identity checks yourselves?
No. We integrate established, regulated providers for payments, identity and open banking, so sensitive checks are handled by specialists.
Can you work within our compliance rules?
Yes. We document how data moves through the product and work through your security and compliance review before launch.
Do you handle regulated activity?
We build the software. Regulated activity stays with you or your licensed partners, and we design the product to support your compliance team's requirements.
Which payment or identity providers do you use?
We work with established providers that fit your market and requirements, and we agree them in the scope.
How much does a project like this cost?
It depends on scope: the number of user types, features, integrations and platforms. After a short call we send a written scope with a fixed price or a monthly team cost, so you can decide before anything starts. You can also get a first range from our project estimator.
How long does it take to launch?
A focused first version usually takes a few months, and smaller tools can be faster. We agree the timeline in the written scope and show working software every week, so you can see it taking shape.
Who owns the code?
You do. The source code, designs, documentation and app store or cloud accounts are yours, and we hand everything over in full.
Do you support the product after launch?
Yes. We offer ongoing support, monitoring and updates, and we can keep adding features in planned releases. You can also take the code to your own team at any time.
Other sectors
Explore more sectors.
HealthcarePatient apps, portals and sexual health servicesSocial careCommunity platforms for older adults and carersLogistics & TransportationDispatch, scheduling, crews and field appsSolar & EnergyMonitoring and installation workflowsAutomotiveVehicle care and service booking appsAgritechTools for farms and supply chainsE-commerce & RetailStorefronts, member apps and offersEducation & E-learningLearning platforms, courses and institution portalsSaaS & StartupsMVPs in weeks, then multi-tenant platformsBusiness & Professional ServicesClient portals, internal tools and white-label buildsInsuranceQuote, policy and claims portalsReal EstateProperty portals, CRMs and tenant appsTravel & HospitalityBooking, guest apps and operations toolsMedia & EntertainmentStreaming, content and community platformsTelecommunicationSelf-service apps, portals and field toolsManufacturingProduction tracking, quality and dealer portalsPublic Sector & GovernmentAccessible citizen services and case tools
Tell us about your project.
Share your requirements with our team. We'll review your enquiry and get in touch to discuss the next steps.