Run both sides of the marketplace without the onboarding and reporting load growing with every campaign.
We automate the operations around your products - intake, checks, documents, and client communications - using the Audit, Design, Deploy, Optimize method.
What we automate
Concrete workflows for this segment. Most clients start with one and expand.
Two-sided onboarding
KYC and onboarding flows for investors and for borrowers or issuers, each with its own checks and approvals.
Campaign document assembly
Assemble offering documents and due-diligence packs from templates, routed for compliance sign-off before publishing.
Investor updates & statements
Scheduled updates and statements generated from your platform data, in your branding.
Repayment & distribution tracking
Reconcile incoming repayments and outgoing distributions, flagging anything that does not match.
Built for a regulated business
Automation that follows your policies and leaves an audit trail:
Consistent risk warnings
The risk disclosures your rules require applied to every page, email, and document automatically.
Client-money reconciliation
Daily reconciliation workflows with exceptions surfaced to your finance team.
We automate. You decide.
Decisions stay with your licensed team
ThinkX builds and runs automation for financial firms. We do not lend, arrange credit, or give investment advice; lending and investment decisions stay with your licensed team and policies.
More of Finance & Insurance
Microlending & Microfinance
Loan intake, borrower checks and repayment schedules for small-ticket lenders
ExploreRetail Investing & Brokerage
Account onboarding, KYC and client statements for investment platforms
ExploreShort-term Credit
Application intake, affordability data and compliant repayment communications
ExploreBNPL & Personal Loans
Checkout-to-servicing automation for instalment and personal-loan providers
ExploreRobo-Advice & Wealth Management
Client onboarding, reporting and meeting prep for advisers and digital wealth platforms
ExploreInsurtech & Digital Insurance
Quote intake, policy documents and first notice of loss for digital insurers
ExploreThinkX builds and runs automation for financial firms. We do not lend, arrange credit, or give investment advice; lending and investment decisions stay with your licensed team and policies.
Book a free process audit
A 30-minute discovery call where we map the top three automation opportunities in your business. No cost, no obligation - just the three highest-ROI automations we’d build first.
Book my free audit