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Incepta > Our Solutions > By Industry > Banking and Finance

Banking and Finance

Digital Banking Experiences | Open Banking | Payment Modernization | API Security

Building the Financial Institutions of tomorrow

Deliver personalized, accessible financial solutions.

Pick your Industry!

BANKING

Implement intelligent system for seamless customer interactions, real-time insights, cross-departmental collaboration.

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INSURANCE

Empower sales with AI-driven insights and real-time data automation for innovative claims processing.


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FINTECH

Enhance customer connections, personalize acquisition, and streamline finance operations with world-class omnichannel experiences and analytics.

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WEALTH MANAGEMENT

Leverage rich client profiles, focus on personal goals and pivotal life events, foster deeper relationships with proactive outreach.

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Empower Your Financial Institution with Cutting-Edge Technology with Incepta Financial Services.

Incepta Financial Services Cloud porwered by the #1 AI CRM for financial services

Incepta Financial Service Cloud

Revolutionize your business, not just a process. Incepta Financial Services Cloud porwered by the #1 AI CRM for financial services unlocks data from core banking, wealth, and insurance platforms and unifies it around the customer. Take a holistic approach, placing the customer at the core. Activate data to personalize engagement using Incepta’s purpose-built automation with industry-specific AI. Integrate advanced technologies with streamlined workflows to empower your team and drive exceptional service—the key to business growth.

Our Solutions Banking and Finance Solutions

Payment Modernization

Customers prefer payment experiences that offer more control, security, and flexibility. Incepta enables banks and credit unions to deliver diverse payment systems that support multiple transaction types to meet customer needs.

Core Banking Integration

Unlock data from core banking solutions enabling a 360 view of a customer’s financial data, delivering real-time checking & savings accounts account data and transaction history to support their relationship with service reps.

API Security

APIs enable legacy systems to connect and streamline banking processes. However, many are left unsecured and are exploited by cybercriminals. Incepta helps detect vulnerabilities & misconfigurations to avoid costly data breaches.

Compliance Management

Customers prefer payment experiences that offer more control, security, and flexibility. Incepta enables banks and credit unions to deliver diverse payment systems that support multiple transaction types to meet customer needs.

Customer Onboarding

Create an easy customer onboarding experience. Empower consumers to apply for services digitally, accept agreements via third-party systems, and add them as customers in seamless steps.

Capital Market Automation

Streamline critical areas, including trading, settlements, risk management, and trade confirmations with our Capital Market Automation.

Empower Your Bank in the Digital Age. See How Incepta Can Help You.

OUR CLIENTS Happy. Loyal. Satisfied

Our Solutions Temenos Service Suite

Temenos Implementation

Deliver tailored Temenos deployments, including T24 Transact and Infinity, to align with your institution’s goals while ensuring regulatory compliance and minimizing operational disruptions.

System Integration

Seamlessly integrate Temenos platforms with existing systems and third-party applications, creating a cohesive IT ecosystem that drives efficiency and reduces manual effort.

Data Migration

Securely transfer legacy system data to Temenos platforms with precision, ensuring data integrity, accuracy, and minimal disruption to daily operations.

Customization & Development

Customize Temenos solutions to meet unique business needs by developing tailored modules and features that enhance operational scalability and adaptability.

Upgrade Services

Stay ahead with the latest Temenos features through planned upgrades, ensuring your platform remains compliant and operationally efficient.

Training and Support

Empower your team with specialized training on Temenos solutions and access to 24/7 technical support for seamless operations and user efficiency.

Get Started with a Free Implementation Assessment. Connect us.

Benefits to bank on How Digital Banking Solutions Can Help You Grow

Improve Delivery Speed

Close the IT delivery gap in your company with the help of the right tools and the right knowledge. Get 80% faster delivery of APIs & integrations.

Reduce Cost

Automation reduces cycle times, cuts costs & eliminates the complexity of processing applications. Improve productivity by automating processes.

Strengthen Security

APIs enable seamless connections but at a cost, if not adequately protected. Digital solutions ensure regulatory compliance & strengthen security.

Improve Customer Service

Get real-time access to customer information, accelerate customer request resolution, and identify additional product/service needs.

Latest Articles and Case Studies

Ready to redefine digital banking experiences?

Connect with our experts to discuss secure, API-driven financial solutions tailored for your institution.

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Are you ready for a more profitable and compliant organization?

Stop worrying about IT services. Focus on your business
Let us provide the service you desire.

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How Can We Help You?

Need to bounce off ideas for an upcoming project or digital campaign? Looking to transform your business with the implementation of full potential digital marketing?

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