Software for the workflows your core system won't do.
Lending workflows, onboarding & KYC, advisor portals, compliance dashboards, transaction monitoring. Built around your core banking, custody, or LOS system — never replacing it.
Six places we usually start.
Loan origination workflows
Application intake, document collection, decisioning rules, e-signature, funding. Hooks into your LOS for the parts you already own.
KYC & onboarding
Identity verification, sanctions screening, beneficial owner traversal. One queue for ops; structured outputs back to your core.
Advisor & RM portals
Client book, suitability checks, household views, meeting prep packets generated by an agent the night before.
Transaction monitoring
Rules + ML scoring across your transaction stream. Alerts triaged with case-management workflow your BSA team will actually use.
Reg reporting dashboards
Call report extracts, FFIEC, BSA, HMDA support. Numbers that tie back to your GL on a button click.
Investor portals
Statements, capital calls, distributions, K-1 access. White-labeled per fund. ACH and wire instruction handling.
Your stack, not a green field.
Most engagements start by integrating with what you already run. The systems below are ones we've shipped against in this vertical — not a marketing list.
What we build to, by default.
These are the constraints your industry lives with. We treat them as guardrails from week one — not a Phase 5 panic.
Three phases, applied to your world.
Same model as every DataVisions engagement — tuned for the rhythms of financial services.
Built to plug into the tools you already run
Our custom financial software integrates with the rails your stack already relies on — Plaid and Yodlee for bank data, Stripe for payments, QuickBooks for accounting, and DocuSign for signatures — so an owned system fits your existing tools instead of replacing them.
Don’t see your tool? If it has an API, we integrate with it — and you own the connection. Ask about your stack →