Financial Software Development
Build custom FinTech software solutions tailored to your specific business needs. Innovate your financial services by automating tasks, optimizing processes, and making data-driven decisions.
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- Mobile fintech applications
- Online banking software
- Fraud detection
- Trading platforms
- Generative AI
- Blockchain
- Cloud-based development
- 3rd-party integration
- Insurtech solutions
- Payment gateways
- Accessible platforms for all users
Get finance-specific software development expertise
Hire a financial software outsourcing team with deep expertise in creating fintech solutions for solving specific challenges with digital systems.
Investment firms
Offer a broad variety of services, including savings accounts, loans, mortgages, and investment products. The digital solutions for banks and financial firms need to meet regulatory requirements, keep sensitive data safe, and offer top-tier user experience.
The CodeIT team develops core banking systems, digital wallets, mobile banking apps, fraud detection software, and more, providing financial software development services.
Challenges we help solve:
- Regulatory compliance
- Legacy systems upgrade
- Fraud detection
- FinTech integration
- Data security
Investment firms
Focus on managing assets, executing trades, and managing clients’ portfolios. Implement advanced FinTech tools and gain insights with comprehensive data analysis. Also, digitize high-frequency trading (HFT), implement algorithmic trading, and streamline operations.
Build custom platforms that offer investment insights to your clients based on their needs and preferences, and implement AI advisors that are available 24/7.
Challenges we help solve:
- Real-time data processing
- Risk management
- Compliance and reporting
- Algorithmic trading
- AI adoption
Insurance companies
Handle vast amounts of client data to precisely understand their customers’ needs. The implementation of InsurTech solutions helps automate workflows, streamline claims management, and personalize insurance policies.
Develop customer self-service portals to reduce the amount of routine tasks your team members need to tackle. Implement document pre-population and automated insurance renewal.
Challenges we help solve:
- Claims processing
- Risk assessment
- Third-party integration
- Digital transformation
- Data privacy
Payment processors
Facilitate payments and enable secure transactions across different platforms, providing essential services such as credit card processing, digital wallets, and online payment gateways. Integrate CRM systems to track payment for automated order approval.
When providing financial & banking software development services, we focus on security, scalability, and compliance with global standards.
Challenges we help solve:
- Cross-border payments
- Transaction speed
- CRM integration
- Mobile payments
- Regulatory compliance
Fintech startups
Opt for flexible, cost-effective financial software development to rapidly prototype and scale their ideas into functional, secure platforms.
Develop a proof of concept (POC) to test your idea and understand how a solution works in a real-world environment. Create a minimum viable product (MVP) to test your FinTech product and collect feedback to make crucial adjustments before launching a fully-featured solution.
Challenges we help solve:
- PoC/MVP
- Feature prioritization
- Cross-platform compatibility
- Third-party integration
- UX design
Cryptocurrency and blockchain platforms
Offer decentralized financial IT solutions for transactions, asset management, and smart contracts. Develop custom solutions that ensure secure transparent operations using the advanced technologies.
The foremost solutions we build for businesses in the cryptocurrency niche include the development of exchange services, crypto-wallets, and blockchain-based payment systems.
Challenges we help solve:
- Blockchain for finance
- Smart contract security
- Scalability issues
- Energy efficiency
- Interoperability
CodeIT’s solutions to real-world challenges
Explore real-world case studies where our custom bespoke finance software solutions have made a significant impact.
Data visualization and charting software
The apps fetch real-time data and enable charting features for traders.
- iOS/Android applications
- Real-time data
- Charting and analysis tools
Mobile app for insurance offers
The system automates 90% of the paperwork burden with a CRM integration.
- Personal data auto-filling
- Insurance selection and questionnaire
- Best offers selection and renewal
Resource planning & CPQ system
The solution helps traders to monitor stocks in live time on 47 markets.
- Dashboards
- Configure-price-quote system
- CRM integration
Stock monitoring and trading dashboard
The solution helps traders to monitor stocks in live time on 47 markets.
- Real-time updates
- Prices forecasting
- Detailed assets analysis
CRM system for payment processors
The CRM helps manage financial operations and the merchant lifecycle.
- Lead importer system
- Email validation
- Speech recognition
Anytime Caring
The service connects caregivers with individuals seeking care services.
- Real-time messaging
- Appointment scheduling
- Payments and finances
Giobikes
The online marketplace and IMS help manage most eCommerce operations.
- Online auctioning
- Inventory management
- Third-party integrations
of users make a mobile payment with their smartphones.
Financial and banking solutions
Revolutionize the way you manage finances and process payments with custom finance software development services. Automate bothersome operations, get data-rich insights, and improve customer experience.
Banking software
Digitize banking operations by developing custom software for financial institutions with a unique feature set that your clients need.
Offer secure and user-friendly access to banking services available 24/7 from any location via the Internet. Improve customer experience, enabling the opportunity for seamless transactions, account management, and faster request processing.
- Online banking software
- Cloud-based digital contact centers
- Lending & leasing systems
- Fraud detection technology
- Risk management & compliance
- Financial analytics
- Customer behavior analytics
- Online customer support
Financial services
Develop software that streamlines financial management and automates workflows. Enable full visibility of financial operations and improve decision-making.
Implement a custom budgeting tool to meticulously plan your organization’s expenses, track recurring payments, and get reports automatically generated.
- Front & middle office automation
- Trading & order management systems
- AI / ML-based data analytics
- Secure customer verification
- Governance & compliance
- Secure payments & data privacy
- Portfolio management tools
- Automated reporting systems
Mobile banking
Create an iOS/Android application, making your banking services accessible via smartphones and tablets.
Allow users to seamlessly and securely log into their personal accounts and run banking operations. Enable customers to make quick payments and send money from their mobile devices using NFC or QR codes.
- Mobile payment integration
- Multi-factor authentication
- Personalized financial insights
- Real-time transaction notifications
- Biometric security solutions
- P2P transfers & bill payments
- Mobile wallet integration
- Account management tools
- Mobile loan submission & approvals
FinTech solutions
Implement innovative financial solutions to easily manage payments, investments, and savings.
Automated financial operations, get data-backed insights for making investments, and improve security. Ensure digital systems comply with all the regulatory requirements.
- Payments / billing solutions
- Regulatory technology (regtech)
- Wealth management software
- Capital markets solutions
- Blockchain for financial services
- AWS connect powered contact center platforms
- Personal finance management tools
- Fraud detection and prevention systems
Insurance software
Streamline insurance operations by adopting advanced technologies. Automate bothersome activities like policy management, claims processing, and customer communication.
Eliminate the need for customers to interact with managers to find the best-matching insurance offers by automatically assessing clients’ needs and insurance details.
- Solutions for life insurance, property and casualty (P&C), pet insurance & InsurTech
- Underwriting software
- Employee benefits administration
- Front-end & cloud-enabled solutions
- Robotic process automation (RPA)
- Data management, transformation & tracking
- Claims management
- CRM/CMX and loyalty
Payment integrations
Accept online payments and seamlessly send money. The integration of various payment gateways helps customers choose the most convenient way to pay for products and services.
Moreover, automate payment workflows by setting recurring payments and reduce errors by enabling data pre-population. Payment integrations help ensure secure transactions and regulatory compliance.
- Payment systems integration: Stripe, Braintree, etc.
- Mobile point of sale (mPOS) systems
- Payment gateway and API development for finance
- NFC (near-field communication) apps
- Digital wallet integration (Apple Pay, Google Pay)
- Cross-border payment solutions
- Recurring billing and subscription management systems
- Payment security and encryption solutions
- Cryptocurrency payment integration
- Multi-currency payment processing software
Accounting
Simplify finance management with advanced technologies and automate budget management. Build data-sharing pipelines to automatically collect, analyze, and share data.
Use accounting solutions to get real-time insights on custom dashboards and generate reports. Plan your expenses with data-baked forecasts and smart budgeting tools.
- Invoice management and processing
- Hedge accounting
- Payroll management
- Financial reporting
- Accounts receivable and payable automation
- Tax management and compliance
- Budgeting and forecasting tools
- Expense management systems
- General ledger accounting
- Multi-currency accounting solutions
Trading
Build trading tools that support your custom workflows. Get real-time market data and analyze data to get instant insights. Moreover, implement advanced charting tools.
Enable algorithmic trading by developing custom presets and seamlessly adjusting them.
- Trading platforms
- Financial trading solutions
- Automated trading software
- Trading mobile apps
- Analytical solutions
- Currency exchange software
- Equities systems
- Cryptocurrency solutions
- Software security
- Trading signals and pattern recognition
- Robo-advisors
- Financial information exchange workflow
- Alerting tools
Develop a custom FinTech platform to meet your evolving business needs.
Business First
Code Next
Let’s talk
They have very good resources…have effective management, and are easy to work with. Using Angular and Node.js, CodeIT helped a software firm build an iPad interface that allowed users to select and view transactions from a full audit trail.
Ali Safadi
Cofounder Zimit
After a successful first project, the relationship developed into ongoing work. Due to CodeIT’s work, the platform is attracting prospective buyers. Not only do they deliver high-quality work, but they are communicative, professional, and personable. Their excellent work is highly recommended.
Jussi Halme
Director Ludos
I have worked with CodeIT for over a year now on a complex application development project and they have been excellent. They have been flexible with scaling resources up and down as I’ve needed it, their project managers have been extremely responsive and I hear from them every day and never have to wonder where they are. Highly recommended if you’re considering outsourcing software development.
Paul Marcus
CEO PitchPersonal
Have done some work with these guys and have to say that I’m beyond impressed with their level of knowledge and professionalism. Some of the brightest IT developers in the game. We’ve worked with IT firms all over the globe and these guys have outperformed all from language barrier, skill sets, knowledge depth, and integrity. They have in house project managers and business analysts that assist in bringing a startup from an idea to the market. This was very important for us. A definite two thumbs up for these guys!
PJ Chesson
Chief Executive Officer Düzy iOD
I have been working with CodeIT for the past 4 years, and they have consistently exceeded my expectations. They are an integral part of our team, working closely with us as we define, build, and iterate a complex product in a complex industry. There is a shared sense of pride and ownership in our platform, which is not easy to find in a development partner. No matter where our business takes us, as long as there are development needs, CodeIT will be a part of our team.
Chris Riedel
Co-founder and CEO ConnectSx
This was the biggest project I’ve made so far and CodeIT helped me and our company through it in a perfect way. Working with one very skilled project manager and multiple developers and testers with him made our project fly in a very short period of time, and with a super high quality! They know how to set their minds on a project’s end-goal, its vision, and business model.
Mikael Svensson
CIO SST NET
Follow tech trends with CodeIT
Implement the most advanced technologies to deliver exceptional customer experience. Make improved business decisions based on accurate data and relevant insights.
Internet of Things (IoT)
Revolutionize the financial industry with real-time data, automation, and enhanced security.
- Biometric authentication
- Contactless payments
- Real-time data collection
- Comprehensive assets visibility
Blockchain
Implement a top-tier level of security, transparency, and efficiency in your financial operations.
- Cryptocurrency wallets
- Smart contracts
- Identity management
- Collaborative network for traders
Integrated CRM/ERP
Combine customer-centric processes with internal business operations for effective management.
- Unified data management
- Customer payment management
- Financial forecasting
- Workflow automation
AI-driven custom financial software development
Opt for AI-driven software development for financial services to optimize processes and overcome your competitors using innovative solutions. Check out the foremost implementations of AI in finance.
Retrieve financial information, including account balances and transaction details, from our database.
Example: A dynamic financial dashboard that responds to user queries with relevant data.
Aggregate financial data from various sources, getting real-time insights for informed decision-making.
Example: A system assists in providing customized advice to clients, taking into account real-time market data.
Ask financial questions and get answers in natural language.
Example: A chatbot allows customers to quickly access their account information and get financial advice.
Provide personalized financial services by analyzing customers’ preferences, behaviors, and account histories.
Example: An app analyzes how users spend money and invest, and then suggests personalized financial advice.
Quickly find and access relevant documents and instructions of your organization.
Example: A system helps financial analysts find information needed for making investment decisions.
Use a financial knowledge base to respond to financial questions with relevant information.
Example: A virtual chatbot advisor that provides guidance on interest rates and tax benefits.
Access accurate and relevant information from extensive financial knowledge bases.
Example: A system helps quickly find information about financial products, account management, and regulatory compliance.
Harness the power of AI with CodeIT
Business First,
Code Next.
Let’s talk
Build best-matching infrastructure for your business
Develop on-premise, hybrid, or cloud-based financial software to provide the best user experience for your clients.
On-premise
Configure and maintain servers installed in your office. Gain complete control over the hardware, software, and data, which is often critical for organizations operating in highly regulated sectors.
- Full control & customization
- Complete data ownership
- Top-tier flexibility
Cloud
Use a dedicated server owned and operated by an external provider. Access scalable computing resources, reducing the need for costly in-house infrastructure.
- Scalability & flexibility
- Cost efficiency
- Rapid deployment & innovation
Hybrid
Combine both on-premise and cloud-based infrastructure to achieve your business goals. Maintain sensitive data on-premise while utilizing the cloud for scalable operations.
- Flexibility & balance
- Optimized cost & performance
- Compliance & agility
Financial software development services
Hire a financial software development company that provides a full range of services. Increase efficiency, reduce errors, and make data-driven decisions.
Get expert insights into your business and discover what digital solutions can streamline your financial operations. Outline project requirements and create a personalized solution development plan whether you’re running a startup or an established business with financial software consultancy.
Our experts will thoroughly analyze your business and identify points of growth and opportunities for digital innovations.
- System analysis and requirements elicitation
- Technology and implementation roadmap
- Regulatory compliance and security measures
- Scalability planning
Develop a minimum viable product (MVP) to validate your idea and create fully functional finance industry software solutions. Build custom tools that perfectly align with your business needs, workflows, and goals.
At CodeIT, we think business before we code. We are dedicated to building platforms that address unique challenges and help enable points of growth.
- Custom software development for financial services
- UI/UX design and customization
- MVP/PoC development and refinement
- Third-party system integration
Improve your existing system and switch to using different technologies to future-proof your software. Solve the limitations of the existing tech stack and optimize the overall performance, enabling growth opportunities.
Our team of software engineers thoroughly assesses legacy systems, helps select the best technologies for a smooth transition, and develops new features.
- Legacy system analysis
- Technology upgrades
- New features development
- Data migration
Enable seamless connectivity between systems developed by different vendors and automated data sharing. Integrate payment gateways and external CRM systems. Connect your software to a single database to use a centralized tool for operations management.
Our experts will develop secure, compliant, and optimized integrations, allowing you to expand your system’s capabilities.
- Payment gateway integration
- API development & integration
- CRM and ERP integration
- Data synchronization
Our main strengths
At CodeIT, we strive to exceed our clients’ expectations by offering innovative solutions, leveraging our expertise, and maintaining a strong commitment to their success.
Security
Implement the latest security tools and technologies, including machine learning for fraud detection, to address potential vulnerabilities related to personal data privacy and financial information security.
Integrations
Integrate financial software solutions with commonly used payment gateways, existing accounting systems or other third-party platforms, to keep your business constantly improving and optimizing.
Regulatory compliance
Meet defined requirements and security standards with regulatory compliance software. We create custom financial software solutions that are GDPR, PCI DSS, SOX, and GLBA compliant with automated monitoring.
Lay the foundation for your dream financial software.
Business First,
Code Next.
Let’s talk
How we build financial software
Our financial software development company thoroughly analyzes the needs of clients and delivers the right solutions our clients need to achieve their goals. We always think business before we code.
Initial consultation
Initiate a secure collaboration by sharing your business vision and project requirements with our team.
- Send a message to the CodeIT team
- Contact with a responsible manager within 24 business hours
- Sign a non-disclosure agreement (NDA)
- Share your project requirements
Planning and analysis
We assess your vision and requirements, crafting a strategic plan for successful financial software development.
- Project and technical requirements analysis
- Tech stack definition
- System architecture development
- Definition of done (DoD) description
- Key performance indicators (KPIs) definition
- Team composition
- Backlog of tasks creation
UI/UX design
Our specialists create and refine designs to ensure an intuitive and effective user experience that aligns with project goals.
- Business requirements analysis
- Wireframes development
- User interface creation
- Change request processing
- Design validation and approval
Development and testing
CodeIT experts develop and refine the solution through iterative processes, ensuring functionality, scalability, and reliability.
- Sprint planning and implementation
- Minimum viable product (MVP) development
- Iterative feature development
- Code review and product testing
Deployment
We prepare the solution for launch, ensuring smooth deployment, and provide essential documentation for users and support.
- Live server configuration
- Minimum viable product release
- Iterative feature development
- Technical documentation creation
Maintenance
Get ongoing support to address emerging challenges and enable future adjustments.
- Technical issues troubleshooting
- Change requests processing
Benefits of financial software development
Get a strategic advantage for businesses with custom financial software development. Implement cutting-edge technology while minimizing costs and risks.
Get a strategic advantage for businesses with custom financial software development. Implement cutting-edge technology while minimizing costs and risks.
Automate processes with digital solutions to reduce the number of bothersome tasks your employees need to tackle daily and eliminate the usage of isolated solutions. Streamlined workflows and automated data sharing help cut operational costs. Also, tailor-made software helps eliminate errors and labor-intensive tasks.
Safeguard your customers’ sensitive data with encryption, multi-factor authentication, and biometric login. Maintain customer trust and meet stringent regulatory requirements by implementing real-time fraud detection systems. Moreover, the usage of custom solutions provides complete data governance, enabling automated information backup and recovery procedures.
Keep your financial software compliant with various regulations by using automated checks and reporting to align your operations in a timely manner if legal and regulatory standards change. It helps improve the security of your software and reduces the risk of fines and penalties.
Understand how data in your organization is collected, analyzed, and stored. Implement digital tools for automated information validation and transformation. Moreover, implement advanced analytics tools for extracting insights from your datasets to make informed decisions, optimize processes, and predict market trends to stay ahead of competitors.
Create software designed to meet specific business needs to automate complex processes and reduce the number of activities required for performing job tasks. Implement automated data transformation and pre-population. This allows businesses to operate more efficiently, reducing bottlenecks and accelerating the pace of service delivery.
Rapidly develop and deploy new financial products with investment software development. Access the pool of business analysis and software development services. Validate your idea, analyze the market, and assess your competitors to create an exceptional solution. Pick the right technologies and pre-built systems to rapidly create a prototype and minimal viable product (MVP).
Make a well-thought user experience (UX) interface, enabling access to intuitive, and secure platforms. By delivering personalized services and support, businesses manage to improve customer satisfaction, which leads to increased loyalty. Improved customer retention rates help secure long-term growth and profitability.
Hire a financial software development firm to create a tailor-made system with scalability in mind. Make the architecture of your software easy for adjusting and adding new functionality even when different technologies are used without major overhauls or disruptions to existing systems. Adjust your infrastructure if the amount of data and the number of operations expands.
Provide clients with the opportunity to access your financial services 24/7 by using automated platforms, self-service portals, and AI-driven assistants, removing traditional barriers associated with banking hours and in-person visits. Also, the use of digital solutions enables the opportunity to collect feedback effectively and continuously improve the quality of provided services.
Provide financial services that are perfectly aligned with the needs of your customers. Create custom dashboards so that your client can access the most relevant data and services. Moreover, AI and machine learning (ML) can be utilized to offer personalized financial advice, investment strategies, and custom products based on individual preferences.
Eliminate waiting time in live chat and reduce the average response time for support requests. Create tools for message analysis and response template suggestions to facilitate the work of first-line support agents. Also, develop AI chatbots capable of providing online assistance and processing user requests when integrated with other solutions.
Improve customer experience by eliminating the need for clients to use isolated solutions in their workflows. Enable seamless financial systems integration across various devices and platforms. Also, sync customer data on various platforms and devices so that users can rapidly switch between using diverse devices without exporting/importing their data manually.
Automation and data pre-population helps streamline processes and reduce the time and efforts needed to send money. Moreover, implement smart algorithms that eliminate the need for manual input to complete a transaction, ensuring maximum security. Faster transactions and real-time processing of payments improve customer satisfaction.
Build intuitive user interfaces, enabling clients to navigate seamlessly without referring to instructions or assistance. A seamless user experience helps reduce the number of errors, reduce frustration, and increase performance. Moreover, it reflects the overall satisfaction with the interaction with digital financial services.
Simplify onboarding procedures with digital solutions and automated data retrieval. Enable the opportunity for clients to open accounts and access services without the traditional paperwork or long waiting periods. Implement digital identity verification and automated checks for fast and secure user sign-up and account configuration.
Workflow automation and AI implementation help reduce operational costs, which translates into fewer fees that clients need to pay when using services. Furthermore, bespoke finance software solutions help eliminate bottlenecks and inefficiencies, enabling the opportunity for businesses to update their pricing policies and make them more attractive to clients.
Partnerships options for your success
Achieve remarkable results through CodeIT’s personalized cooperation model.
Staff augmentation
Strengthen your FInTech software development team with advanced industry practices and expert talent.
CodeIT can assemble a specialized team that your business needs to develop a new solution.
- Smooth onboarding
- Technical skills matching
- Adjustable team configuration
Custom development
Choose CodeIT to manage the full process from FinTech software concept to realization and beyond, led by our experienced software engineers.
Get a fully customized system precisely matched to your business’s operations and needs.
- FinTech development expertise
- Business-centric focus
- Participation and control
FAQ
Yes, at CodeIT, we can integrate new financial software with your existing systems. We specialize in third-party system integration, ensuring seamless connectivity between different software solutions. This includes integrating payment gateways and external CRM systems and connecting your software to a single database for centralized operations management.
CodeIT’s pricing model for financial sector software development is based on factors such as:
- Project complexity—the size and scope of the project will significantly influence the cost.
- Features and functionalities—the number and complexity of features will affect the development time and resources required.
- Integration requirements—integrating with existing systems may increase the project’s complexity and cost.
We emphasize security as a top priority in our financial software development. Our developers implement robust security measures to protect sensitive financial data, including:
- Encryption—using encryption to protect data both at rest and in transit.
- Multi-factor authentication—requiring multiple forms of verification for access to sensitive information.
- Regular security audits—conducting regular security assessments to identify and address potential vulnerabilities.
- Compliance with regulations—adhering to industry standards and regulations such as GDPR, PCI DSS, and SOX.
At CodeIT, we’re committed to delivering top-tier solutions, emphasizing the following practices to ensure the quality and performance of FinTech software:
- Iterative development—the usage of an iterative approach allows for continuous testing and refinement.
- Rigorous testing—conducting thorough testing throughout the development process to identify and address issues early on.
- Performance optimization—the focus on optimizing software performance to ensure efficient and responsive operation.
- Maintenance—ongoing support and updates help ensure the software remains up-to-date and performs optimally.