A tailored build for your bespoke requirements.
We will build a full custom end to end solution.
Book a demoIntegrate with industry-leading technology and platforms
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Why bespoke?
Fully bespoke to your needs
Tailor our product features to your specific proposition requirements, including a bespoke website, application process and backend technology build.
Product integrations
We build custom technology to work synergistically with your product offering.
Project management
Lean on the expertise of our team to ensure that the project is delivered to your requirements.
What we provide
Bespoke provides three key components for your proposition.
Onboarding
- KYC and AML data capture and storage
- Automated AML
- Industry-standard application process
- Product selection process including documentation
- Payments facilitated through Truelayer
- Bespoke appropriateness assessments with automatic scoring
Customer Dashboard
- Performance reporting
- Full management of payments and withdrawals
- Complete, filterable account and transaction history
- Open new wrappers and investments or products
- Personal account and data management
- Security features
- Downloadable documents
- Support system
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Admin dashboard
- Store and view customer and prospect data
- Track all customer interactions (phone, email, secure messaging)
- Task management
- Make and receive phone calls
- Lead management
- View and track all payments, withdrawals, and transactions as well as individual account balance
- Control individual user access to the admin system via set role and adjustable permission settings
Integration architecture
The tech stack we build will include any third-party integration you may require.
