Software for finance and insurance: integration, compliance and frictionless processes
We build custom platforms for fintech, banks, insurers and brokerages — with payment-gateway and SPEI integration, CRM on Salesforce, AI automation and cloud security. A dedicated team, code that is 100% yours and auditable processes under CMMI Level 2.
Finance and insurance live in constant tension: regulation and security leave no room for error, yet manual processes, legacy systems and data silos hold growth back. We build software that integrates your core systems with banks and gateways, unifies customer information and automates repetitive work — without losing sight of compliance or traceability. We work with a fixed budget, deliverables every 2 weeks and development practices certified at CMMI Level 2.
Common finance and insurance challenges
How we help
Custom platforms for fintech and insurance
Web and mobile apps for loan origination, policy underwriting, quoting engines, customer portals and portfolio management — modeled on your real operation, not a generic template.
Banking and payments integration
Connection to payment gateways, SPEI transfers and financial-institution APIs, with automatic reconciliation, retry handling and an auditable record of every transaction.
Unified CRM on Salesforce
We implement and build custom on Salesforce for a single customer view: sales, collections, service and renewals in one place, with automation of commercial workflows.
AI process automation
LLM assistants and agents that automate onboarding/KYC, document classification, support and reconciliation — always with a human in the loop for sensitive decisions.
Security and managed cloud
Azure and AWS architectures with role-based access control, encryption in transit and at rest, audit logs, backups and continuous observability.
Data engineering and BI
Data pipelines, a data warehouse and dashboards that consolidate scattered information into a single source of truth for regulatory reporting and business metrics.
Services for your industry
Frequently asked questions
How do you handle security and compliance?
We apply secure development practices aligned with OWASP, role-based access control, encryption in transit and at rest, and audit logs over every sensitive action. Our process is certified at CMMI Level 2, ensuring traceability, documentation and change control — essential for regulatory audits. We tailor controls to your institution's specific requirements, without promising certifications we don't hold.
Can you integrate with banks, payment gateways and SPEI?
Yes. We have experience integrating payment gateways and SPEI-style transfer processes in custom projects. We work from each institution's or provider's documentation, implement automatic reconciliation, retry handling and an auditable record of every transaction. The exact scope depends on the APIs and certifications your bank or gateway requires; we define it with you during discovery.
How do you protect sensitive customer data?
We design the system to minimize exposure of sensitive data: encryption, role-based access segmentation, masking where applicable and separation between development, testing and production environments. Production data is never used uncontrolled in test environments. Everything is documented and auditable.
Do you work with existing core or legacy systems?
Yes. We can integrate with your banking core, policy administration system or ERP via APIs, or modernize legacy systems in stages without stopping operations. We start by documenting and understanding the current system before proposing changes, to avoid hidden dependencies.
How long does a project take and what does it cost?
We work with a fixed budget defined in a discovery phase and deliver functionality every 2 weeks with live demos. Cost and timeline depend on scope — from an MVP or portal in a few weeks to a platform with multiple financial integrations over several months. We size it together before committing to a figure.
Looking for a team that understands your sector? We work as a nearshore partner from Monterrey and Texas, in your time zone. Tell us about your project and get an AI assessment in 3 minutes.
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