Home / Fintech Consulting

FinTech Consulting Services

Backed with years of hands-on experience in FinTech, we help our clients find the best technical solutions to their business challenges and maximize the return on their technology investments.

As technologies dramatically reshape the financial industry, digital transformation has become a critical success factor. According to Cornerstone Advisors’ study, 3/4 of banks and financial institutions have launched a digital transformation initiative recently. Another 15% plan to develop a digital transformation strategy in the nearest time.

Investing in financial services technology consulting enables companies to meet the growing demands of their customers, increase profitability, reduce operating costs, and identify new opportunities for growth. Whatever solution you’re working on, Itexus fintech global consultants are here to help you get a tech edge.

Fintech Consulting Services We Offer


Now, when more than half of Internet traffic comes from mobile devices and the number of active mobile Internet users has surpassed 4.4 billion, it is critical for businesses to embrace mobile technology. By developing engaging and feature-rich mobile apps, we help businesses increase their ROI, reduce customer service costs, and increase customer loyalty by enhancing their experience.

  1. mobile payments
  2. digital lending and alternative financing solutions
  3. digital banking
  4. personal finance assistants
  5. investment & stock trading apps, robo-advisors
  6. insurance apps
  7. tax filing and management apps

Business Intelligence & Analytics

Make data-driven business decisions and gain actionable insights by leveraging your traditional operational data with business intelligence and analytics.

  1. data warehouse and predictive analytics solutions
  2. operations analysis
  3. risk and fraud analysis
  4. regulatory compliance
  5. dashboards and advanced reporting
  6. performance management
  7. BI platforms migrations


We help financial organizations to implement high-security standards to eliminate vulnerabilities, reduce security risks, and ensure the reliability of their products and services.

  1. security audit & a detailed report on the security gaps
  2. penetration testing
  3. compliance audit (SOC 2, PCI DSS, GDPR, ISO 27000, etc.)
  4. protecting against DDoS, brute force, and SQL injection and cross-site scripting attacks
  5. setting up secure cloud infrastructure with Wirewalls, DMZs, encrypted connections and data etc.
  6. selection & integration of third-party AML/KYC/FCP solutions

Tech Integrations

Leverage third-party solutions to speed time-to-market and reduce development costs. Our fintech app consulting team can help you select the most appropriate and cost-effective integrations for your product.

  1. payment gateways
  2. account aggregators
  3. KYC & AML providers
  4. bank connectors & aggregators
  5. virtual card providers
  6. traders, etc.
  7. brokers and exchanges


Having hands-on experience with all modern cloud platforms, our engineers will help to turn your transition to the cloud into a fast, smooth, and secure journey.

  1. Amazon Web Services
  2. Microsoft Azure
  3. Google Cloud
  4. IBM Cloud
  5. audit and optimization of existing infrastructure
  6. building of a secure, scalable, and cost-effective cloud infrastructure from scratch
  7. migration of infrastructure to the cloud or moving it to another cloud platform
  8. Infrastructure as a Code (IaaC) implementation
  9. automated monitoring and backup/restore setup

Usability Audit and UX Consulting

To help you craft a stellar user experience and ensure you get the highest conversion possible, our specialists identify usability issues and provide an A to Z guide to improving the design of your solution.

  1. usability audit
  2. UX research and consulting
  3. A/B testing
  4. identifying systemic navigation and conversion issues
  5. product design & redesign services


Providing financial services technology consulting we address all specific challenges and help assess the need for crypto adoption and its value for your business.

  1. Wallet and crypto exchange development
  2. ICO & STO
  3. dApp development
  4. Smart contract logic and development

Fintech Consulting Deliverables

Depending on your goals, the list of deliverables may vary:
  • Vision and Scope Documents
  • Software Requirements Specification Document (SRS)
  • Software Architecture Document (SAD)
  • UI/UX design and a clickable prototype of your future product
  • Detailed work breakdown structure, workload and cost estimate, and a project plan.
With a set of artifacts in hand, you can turn to a trusted software development company to build a solution or transform an existing one.

Any questions? Drop us a line.


Our Financial Technology Consulting Services Are Recommended to:

Banks & Credit Unions

Digital transformation and process automation consulting, digital lending, credit scoring, customer analytics, digital onboarding KYC and AML solutions, mobile banking, systems integration, fraud protection, security, customer service automation, reporting and data analytics, legacy systems upgrade, investment management.

Financial Services Companies

Digital transformation and process automation consulting, wealth management solutions, investment application, customer portals, stock trading systems, robo-advisers, personal finance management, stock broker applications.

Insurance Companies

Digitalization & insurance automation, go-mobile consulting, claims management automation, legacy systems modernization & data migration, customization and enhancement of the existing insurance platforms, InsurTech.

FinTech Product Companies (ISVs)

Fintech products development, product enhancement, systems integration, security audit & improvement, cloud migration, performance improvement, code quality analysis and refactoring, user research, usability audit etc.

FinTech Startups

MVPs, feasibility study, design of the general solution architecture, fundraising materials, prototyping, requirements analysis and documentation, product management, integration analysis, proof of concept, competitors research, etc.

Venture Capitals and Tech Investors

Feasibility study, risk assessment, technical due diligence, code and architecture audit, startup consulting, competitor analysis, market research.

FinTech Accelerators & Incubators

We offer a special package for early-stage startups. It includes part-time involvement of designers and developers and, depending on the needs of a particular startup, can include discovery phase, fundraising pack creation, MVP development, proof of concept, competitive research, website design and company branding, DevOps services, merger and acquisition support, due diligence, and so on.

Share your end-goals and the business challenges you want to solve. We will review them carefully and then come up with a plan of action.

FinTech Center of Competence

Since fintech is our core domain, we are constantly investing in the fintech expertise of our team ensuring the on-going improvement of our services. For years, we have been building a robust internal talent pipeline by hiring specialists with university degrees in finance and economics, training them and refining their skills, investing in research, and helping them master business and technical knowledge. Now, these experts team up in the Itexus Fintech Center of Competence. This is a separate unit of seasoned expert consultants involved in each project and responsible for collecting, disseminating and managing our cumulative fintech expertise.

FAQ on Financial Technology Consulting

How does your consulting process work?

Depending on your needs and the complexity of the project, the entire process can take anywhere from a few hours to a few months. Usually, we start with a free introductory call to clarify the project details, determine the desired outcomes, assess their feasibility, and sign NDA. Then we thoroughly analyze your current financial ecosystem and processes and provide you with a step-by-step action plan aligned with your goals, timeframes, and metrics to monitor. And finally, we assemble a team of consultants, usually Software Architects and FinTech experts with relevant experience from our past projects, who perform the research and audit and create documentation according to the agreed plan.

What are the essentials while choosing a fintech consultant?

In addition to the obvious points such as a deep understanding of the specifics of your field, a proven track record, and reasonable rates, you should look for professionals with sharp communication skills and a strong work ethic who’ll be on the same page with you. We also advise you to opt for a company that offers a full cycle of fintech consulting services, so you don’t have to hire a separate employee for each new challenge.

Difference between fintech consultants and financial advisory?

In a nutshell, financial advisors help make decisions about what to do with your money, whether it’s investments, retirement planning, etc. And fintech consultants help find the best technical solution to the business challenges of financial services companies.

Are you a financial technology consulting firm or a development agency?

We are both a fintech consulting firm and a development agency with in-depth knowledge of the specifics of the fintech industry and strong hands-on experience in software design, development, and implementation.

After fintech consulting, do I have to order software development, or can I use financial services technology consulting only?

You can use consulting services only or request a consultancy before proceeding to the development phase. With the deliverables you receive as a result of our consulting services, you can either kick off a project with Itexus, go with another vendor, or pause the project until a better time.

How much does your fintech consulting services cost?

The price is custom and depends on the project scope & complexity and specialists involved. Please reach out for precise estimation – it’s free.

What do you need from me to be able to start (besides an agreement in place)?

Nothing special is required – just a positive attitude and a desire to move forward. We will begin team formation as soon as the agreement is signed by both parties and Itexus has received an agreed-upon advance payment. Shortly thereafter, our fintech consultants will come back with a plan on how we can help you and what is required of you in your particular case.

Featured Projects

All Projects

Financial Data Analytical Platform for a Large Investment Management Company

itexus portfolio case

Financial Data Analytical Platform for a Large Investment Management Company

AI-based data analytical platform for wealth advisers and fund distributors that analyzes clients’ stock portfolios, transactions, quantitative market data, and uses NLP to proc…
  • Python
  • React.js
  • Django
  • Azure

Automated Stock Trading Platform

itexus portfolio case

Automated Stock Trading Platform

  • Fintech
An automated, real-time trading system that allows administrators to configure trading strategies based on various technical indicators, and investors to invest their money in a…
  • Python
  • React.js
  • AWS

Mobile Banking App for Migrants

itexus portfolio case

Mobile Banking App for Migrants

  • Fintech
A mobile banking app for migrants designed to facilitate monetary transactions like financial help to families, getting paychecks early, microloans, etc.
  • .NET
  • iOS
  • Android
  • Swift

White-Label Mobile Banking App

itexus portfolio case

White-Label Mobile Banking App

  • Fintech
A white-label mobile banking application for a Silicon Valley-based digital banking services provider.
  • Node.js
  • Swift

Wealth Management Platform

itexus portfolio case

Wealth Management Platform

  • Fintech
Wealth management platform connecting investors with a professional wealth-advisory company, allowing investors to answer a questionnaire and receive either a recommended model …
  • .NET
  • Angular 5

Algorithmic Intraday Stock Trading System – Stock Trading Bot

itexus portfolio case

Algorithmic Intraday Stock Trading System – Stock Trading Bot

  • Fintech
Machine learning can automatically create and refresh an algorithm for solving a complex problem based on a large volume of data. It’s not necessary to search for business-impor…
  • .NET
  • React.js

Online B2B Invoicing & Billing Platform

itexus portfolio case

Online B2B Invoicing & Billing Platform

  • Fintech
  • E-commerce
  • Enterprise
An autonomous invoicing and billing web platform that enables businesses to issue and send invoices and receive timely payments.
  • .NET
  • Angular.js

Clients’ Testimonials & Awards

They’re a great group of developers who really understand the reality of business.

Andreea Vanacker CEO SPARKX5

Itexus excelled at both experimental AI and sprint-oriented UI/UX tasks. Itexus did strong project management work, too, a necessity in such a complicated project.

Jesse Dubin Senior Product Manager

The assigned team was easy to work with and they are especially strong collaborators and communicators. They demonstrated flexibility, professionalism, and trust in everything they did, and completed the work on time and budget.

Sue Wollan Fan CEO Mango Connects

Itexus’ work positions the business well for an imminent launch. They excel at managing their team, presenting frequent product demos to ensure that the project is aligned with development goals. An affordable price structure coupled with remarkable technical skill makes them an attractive partner.

Phill Osolinski CEO Ryze Rewards