Give advisers back the hours spent on admin around the advice, not the advice itself.
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.
Client onboarding & fact-find
Digital fact-find and document collection that feeds straight into your CRM and planning tools.
Portfolio report generation
Client-ready reports built from your custodian and portfolio data, in your branding and format.
Review meeting prep
A summary of each client’s history, changes, and open actions ready before every review.
Service request automation
Address changes, withdrawals, and transfer paperwork collected, checked, and routed without re-keying.
Built for a regulated business
Automation that follows your policies and leaves an audit trail:
Advice stays with you
We automate the work around your advice process; recommendations come from your licensed advisers or your own approved models.
Suitability records
Every fact-find, report, and client interaction stored with the audit trail your regulator expects.
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
ExploreP2P Lending & Crowdfunding
Investor and borrower onboarding, campaign documents and investor reporting
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