Dashboards & Portals for Finance & Fintech.
Dashboards, onboarding flows and customer portals where security and clarity matter equally. Built for compliance review, audit trails and users trusting you with their money.
- Built for compliance review from day one
- Audit trails on every sensitive action
- Senior engineers, no junior bench
- Code and accounts owned by you
Technology that understands finance.
A dashboard redesign is rarely the goal in itself. What you actually need is an onboarding flow that does not lose applicants to friction, a platform that passes a compliance review without a scramble, and users who trust the product with their money. We start from that outcome and work backwards into the build.
Every engagement is delivered by a senior team who understand that in finance, security and clarity are not in tension - they are both the product. You get clean repositories, documented decisions and audit trails built in from the start.
Dashboards, onboarding flows and portals are delivered through our web development practice, with the same security and audit-trail standard applied across every build.
- WHO IT IS FOR
- Fintechs, lenders and financial services firms whose platform needs to satisfy both users and a compliance review.
- WHAT WE BUILD
- Customer dashboards, onboarding and KYC flows, portals and the audit trails and integrations behind them.
- HOW WE APPROACH IT
- Security and compliance requirements are scoped alongside the product brief, not discovered during a later audit.
- WHAT YOU OWN
- Your infrastructure, customer data and full documentation - all in your name from day one.
What we build for finance and fintech businesses.
Six ways we typically help finance and fintech clients. Most engagements combine two or three.
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Customer dashboards
Clear, dense financial dashboards that make complex data legible without oversimplifying it.
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Onboarding & KYC flows
Application and verification journeys that reduce drop-off without cutting corners on compliance.
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Customer & partner portals
Secure portals for account management, statements and communications.
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Audit trails & access control
Every sensitive action logged and access controlled by role, built to satisfy a compliance review.
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Payment & banking integrations
Integrations with payment processors, banking APIs and core financial systems.
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Marketing & investor sites
Sites that build trust and satisfy the credibility bar financial buyers expect.
The problems finance and fintech clients bring us most often.
Four patterns that come up in almost every finance engagement, and what changes once they are fixed.
- 01/ THE PROBLEM
Onboarding loses applicants to friction
WHAT WE DOA KYC and onboarding flow redesigned around fewer steps without loosening compliance requirements.
+34%MEDIAN LIFT IN COMPLETED ONBOARDING - 02/ THE PROBLEM
Compliance is discovered late in the build
WHAT WE DOSecurity and audit requirements scoped alongside the product brief, shaping the architecture from the start.
0COMPLIANCE ISSUES AT REVIEW - 03/ THE PROBLEM
The dashboard overwhelms or oversimplifies
WHAT WE DOInformation architecture and visual hierarchy tested with real users, not assumed from a template.
+40%MEDIAN TASK-COMPLETION LIFT - 04/ THE PROBLEM
Sensitive actions are not properly logged
WHAT WE DOAudit trails and role-based access control built into the architecture, not added before a review.
100%SENSITIVE ACTIONS LOGGED
A clear process from idea to launch.
The same disciplined delivery process, whichever industry we are building for.
- 01/
Discovery
We audit what exists, interview your team and agree the commercial goal before scoping anything.
DELIVERABLEWritten scope, timeline and fixed price
- 02/
Design
Flows, interface and a component system, tested with real users where it matters.
DELIVERABLEClickable prototype and design system
- 03/
Build
Two-week sprints with a staging link from day one and a demo at the end of each.
DELIVERABLEWorking software, reviewed every two weeks
- 04/
Launch & support
Migration, QA, performance and access checks, then release with a rollback plan and a monthly retainer if you want one.
DELIVERABLELive product, handover docs, training session
Technology we bring to finance and fintech.
Chosen to pass a security review as well as do the job. If a simpler tool does the job, we will say so.
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FRONT END
- React
- Next.js
- TypeScript
- Tailwind
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BACK END
- Node.js
- PostgreSQL
- Redis
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SECURITY & COMPLIANCE
- SOC 2-aligned hosting
- Audit logging
- Role-based access control
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INTEGRATIONS
- Payment processors
- Banking APIs
- KYC providers
Business impact for finance and fintech clients.
Figures from finance and fintech projects delivered in the last three years.
- +34% Onboarding completion
Median lift after a KYC and onboarding redesign.
- 0 Compliance issues
Raised at review across every finance platform we have shipped.
- +40% Dashboard task completion
Median lift in usability testing after a redesign.
- 100% Actions logged
Every sensitive action captured in an audit trail.
Technology that understands your business.
The right digital solution starts with understanding how your business works, from your customers and processes to your challenges and goals.
Discuss your project- 01/
Senior engineers on your project
The people in your kickoff call write the code. No handoff to a junior bench once the contract is signed.
- 02/
We learn your workflow before proposing anything
Discovery starts with how work actually moves through your business - who touches what, where things stall, which spreadsheet everyone secretly relies on.
- 03/
Compliance and constraints scoped early
Industry-specific requirements are identified during scoping, so they shape the build rather than forcing a rewrite before launch.
- 04/
One team across six practices
When the build needs design, SEO or an AI integration, it comes from the same team - not a new supplier.
- 05/
Honest timelines and pricing
We quote what the work takes. If a date is at risk you hear it in the next standup, not the week before launch.
Delighting clients left and right.
1,030+ projects delivered for clients around the world — here's what a few of them have to say.
“Wizard Infosys did an exceptional job on my Shopify ecommerce store. They were able to understand my vision and bring it to life with their expertise in Shopify development. Their team was prompt, professional and provided ongoing support throughout the entire process.
“The Wizard Infosys team has been a great Shopify developer for us. Very knowledgeable in all areas of web development, and quick to offer simple solutions. Very responsive, they've been a great support partner for our website.
“The Wizard Infosys team exceeded all expectations on our site. Great company to work with! Extremely happy with the service and quality of work.
“The team is professional, enthusiastic, knowledgeable, and highly communicative throughout the entire process.
“A grade service! Very happy with the development work!
“I had an excellent experience working with the Wizard Infosys team. The WordPress website was delivered exactly as requested, with a professional design, clean layout, and great attention to detail. Communication was clear and responsive throughout.
“It was a genuine privilege to work with the Wizard Infosys team. The process and the quality of the final product were nothing short of exceptional, and on several occasions they went above and beyond to meet deadlines.
“Very easy to work with. Professional, hard working and fast to respond, and it helped my business loads — brilliant service. Overall 100% will work with them again.
“Brought the Wizard Infosys team back to redesign our WooCommerce store with 1,800+ products. Communication was excellent throughout, and they worked methodically to ensure zero disruption to a live store taking orders daily.
“Exceptional team who cares about their clients and goes beyond to make the website perform and maximize results. Really enjoyed working with them — A+ recommended.
“The Wizard Infosys team has been our go-to for everything related to our website for years now, as they're reactive and do great work. This job was no exception and we look forward to working together again.
“Always a great collaborative experience. We have completed many projects together and I am sure we will be undertaking more.
“The Wizard Infosys team is an absolute powerhouse of WordPress development expertise. Whether a simple website or a complex application with dashboards to control everything, they have the skills to exceed your expectations.
“In the future, I will undoubtedly continue working with the Wizard Infosys team. As an ecommerce novice I was unsure which platform to choose — they knew precisely what to do, from payment gateways to abandoned cart recovery.
“First and foremost, their WordPress knowledge is unparalleled. They demonstrated a profound understanding of the platform, promptly tackling any challenges that arose and consistently delivered top-notch solutions.
“We have been working with the Wizard Infosys team for two years now and all the time they give the best service.
Insights.
Questions about Finance & Fintech.
Answers to what clients ask us most before a project starts. Don't see yours here - just ask.
Contact Us01/ Can you build to our specific compliance requirements?
Yes - we work alongside your compliance and legal advisors, scoping security and audit requirements into the architecture from the first review.
02/ How do you balance usability with strict KYC requirements?
By treating the same verification requirements as a design constraint, not an excuse - restructuring steps and copy rather than removing checks.
03/ Do you have experience with banking or payment integrations?
Yes, across payment processors, banking APIs and KYC providers, integrated with the same audit-trail standard as the rest of the platform.
04/ How is sensitive data protected?
Role-based access control, audit logging on every sensitive action, and hosting aligned to the compliance standard your business is held to.
05/ How long does an onboarding redesign take?
A standard onboarding and KYC flow redesign runs eight to twelve weeks, including usability testing before launch.
06/ What happens after launch?
We offer maintenance and security retainers covering monitoring, patching and ongoing compliance-driven changes.