The AI Platform for Financial Product Operations
FintechOS enables banks and insurers to configure, price, launch, and evolve financial products with greater control, governed AI, and reduced core dependency.
Reduce time-to-market, simplify change, and automate high-friction work across data, documents, and workflows.
Powered by FintechOS Dex, the purpose-built financial services AI copilot that helps teams configure products, automate workflows, and innovate faster.
Dex
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Emily, Policy Operations Manager
Insurer
Introducing FintechOS 8
The new generation of FintechOS unifies product operations, data, and governed AI execution: a proven approach to core modernization and continuous evolution.
FintechOS 8 unifies product operations, data activation, and governed AI execution: a proven, forward-looking approach to core modernization and continuous improvement.
Unified Product Operations Center
Provides pre-built functional engines across the full lifecycle, from configuration and pricing to origination, servicing, and monitoring, backed by 100% API coverage.
Solutions built on the platform are highly configurable and extensible, combining contextual guidance from a purpose-trained financial services copilot with agentic orchestration that automates high-friction operational work.
AI Workflow Engine
Combines deterministic workflow execution with SOP-driven agentic orchestration to automate complex product operations safely in regulated environments. It coordinates specialized agents to execute bounded tasks with policy guardrails, full traceability, and human-in-the-loop accountability.
The result is a compound orchestration capability that delivers both the predictability of zero-code workflows and adaptive agentic execution, all within policy guardrails, traceability, and human oversight.
Data Core
Data Core solves data fragmentation at the source by decoupling how data is accessed and activated from underlying transactional systems, business applications, ecosystem providers, and enterprise data sources.
Data Core standardizes and governs reusable data products, creating the semantic foundation AI needs to operate on real business context, while providing a proven path to modernize without rip-and-replace programs.
Explore Solutions
Built with FintechOS 8
See how FintechOS 8 powers reusable solutions across the product lifecycle, reducing core dependency and delivering measurable outcomes.
Unified Product Pricing & Origination
Creates a reusable origination layer that spans products and cores, enabling banks to scale growth, embed AI decisioning safely, and reduce duplication across lines of business
Intelligent Policy Administration
Externalizes product logic, pricing workflows, and decisioning from legacy Policy Administration Systems into a flexible, governed data and AI layer, operating on top of existing cores or progressively replacing core capabilities over time.
Hear from our customers
FintechOS 8 powers product operations for some of the most ambitious companies in banking and insurance.
Averil Nolan
Head of Mortgage Strategy and Transformation, Avant Money
“With FintechOS, we created a more transparent and collaborative mortgage journey by bringing customers, brokers, and our internal teams into one shared process. That visibility across the lifecycle has helped us make decisions faster and deliver a clearer and more efficient experience without disrupting our existing systems.”
Maja Mikic
Executive Director for Digital Transformation, BRD Groupe Société Générale
“To the banks who are looking for a reliable IT partner who can help them bring the digital sales channels fast to the market in a reliable and consistent way, I would definitely recommend working with FintechOS.”
Pritpal Powar
Pet Director, Admiral
“With FintechOS we were able to meet our aggressive launch deadline, while also delivering an innovative digital pet insurance solution.”
Kevin Knorr
CIO, MHG Insurance
“FintechOS doesn’t have the limitations we’ve found with other products… FintechOS differentiates us from other companies.”
Simplifying financial technology for all
Our platform uses model-driven workflow design with configurable logic blocks and integrations, allowing teams to automate processes while keeping human oversight where needed.
Product Teams
FintechOS Studio gives product teams a single environment to design, configure, and evolve financial products. Define product structures, pricing, eligibility rules, and operational workflows, all integrated with existing core systems.
Sales
Guide customers through complex financial buying decisions. Use FintechOS to align product capabilities to customer needs and drive adoption of the right products faster with clear outcomes.
Risk & Compliance Teams
FintechOS 8 lets you embed governance, eligibility rules, and audit trails directly into product and operational workflows. Compliance stays built in without slowing down delivery.
Operations Teams
Run, automate, and optimize the operational processes behind financial products, from onboarding and underwriting to servicing and claims. FintechOS 8 centralizes workflows, rules, and operational data so teams execute consistently and at scale.
Simplifying financial technology for all
Our platform uses model-driven workflow design with configurable logic blocks and integrations, allowing teams to automate processes while keeping human oversight where needed.
Create Product Bundles and Cross-Sell Offers
Modernize Loan and Policy Origination
Launch New Financial Products Faster
Improve Servicing and Operations
Automate Underwriting and Decisioning
Integrate Data and Systems Without Core Replacement
Orchestrate Operational Processes Using Workflow Engine
Our platform uses model-driven workflow design with configurable logic blocks and integrations, allowing teams to automate processes while keeping human oversight where needed.
Trusted partners
FintechOS is the financial product engine of choice for some of the most exciting, innovative companies in banking and insurance.
We're excited to connect and explore the future of life-centric financial services
Discover how FintechOS enables financial institutions to modernize product operations, accelerate product launches, and reduce dependency on legacy core systems.