The AI Platform for Financial Product Operations
FintechOS is a unified product operations platform that lets financial institutions design, price, launch, run and evolve financial products by moving product logic out of core into a configurable, auditable operational layer.
Institutions modernizing product operations gain durable advantages in speed-to-market, efficiency and experience consistency by reducing core dependency and using AI to automate high-friction work across data, documents and workflows.
Dex
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Emily, Policy Operations Manager
Insurer
Introducing Fintechos 8
The new generation of FintechOS unifies product operations, data activation, and governed AI execution: a proven, forward-looking approach to core modernization and continuous evolution.
Launch new or evolve existing offerings on a unified financial product operations backbone, powered by data and governed AI. Scale across any business line, product lifecycle stage, and customer segment
Unified Product Operations Center
Start with 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 across data, documents, and workflows.
AI Workflow Engine
Combine deterministic workflow execution with SOP-driven agentic orchestration to automate complex product operations safely in regulated environments. The platform orchestrates specialized agents to execute bounded tasks under clear policies, with end-to-end traceability and human accountability.
The AI Workflow Engine delivers a compound orchestration capability that pairs the predictability of zero-code deterministic workflows with adaptive agentic execution, so you can handle both structured processes and real-world exceptions in one operational model.
Data Core
Solve 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.
✦ Generative Configuration
Configure financial products in minutes using AI — no manual setup.
- Natural language product setup
- Automated eligibility logic
- Dynamic pricing & bundles
- Built-in governance
- Natural language product setup
- Automated eligibility logic
- Dynamic pricing & bundles
- Built-in governance
- Natural language product setup
- Automated eligibility logic
- Dynamic pricing & bundles
- Built-in governance
- Natural language product setup
- Automated eligibility logic
- Dynamic pricing & bundles
- Built-in governance
- Natural language product setup
- Automated eligibility logic
- Dynamic pricing & bundles
- Built-in governance
✦ Generative Configuration
Configure financial products in minutes using AI — no manual setup.
- Natural language product setup
- Automated eligibility logic
- Dynamic pricing & bundles
- Built-in governance
- Natural language product setup
- Automated eligibility logic
- Dynamic pricing & bundles
- Built-in governance
- Natural language product setup
- Automated eligibility logic
- Dynamic pricing & bundles
- Built-in governance
- Natural language product setup
- Automated eligibility logic
- Dynamic pricing & bundles
- Built-in governance
- Natural language product setup
- Automated eligibility logic
- Dynamic pricing & bundles
- Built-in governance
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
Banking
Unified Products & Pricing Origination
Explore how banks and insurers use FintechOS to launch products faster, automate operations, and continuously optimize product performance.
Banking
Unified Products & Pricing Origination
Explore how banks and insurers use FintechOS to launch products faster, automate operations, and continuously optimize product performance.
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.
Teams can define product structures, pricing, eligibility rules, and operational workflows while integrating with existing systems.
Sales
Leads customer acquisition by engaging financial institutions and guiding them through complex buying decisions. Focuses on aligning FintechOS capabilities to business outcomes, navigating multi-stakeholder environments, and driving adoption of Product Operations transformation.
Risk & Compliance Teams
An operations team uses FintechOS to execute, automate, and manage the operational processes that support financial products throughout their lifecycle—from onboarding and underwriting to servicing, claims, and case management.
Operations Teams
Run, automate, and optimize the day-to-day processes that support financial products—from onboarding and underwriting to servicing, claims, and case management.
The platform centralizes workflows, rules, and operational data so teams can execute processes 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 show you the future of banking.
Discover how FintechOS enables financial institutions to modernize product operations, accelerate product launches, and reduce dependency on legacy core systems.
