Finance & Marketing
In today’s fast-moving technology landscape, we build reliable fintech, insurance and marketing software that helps you stay ahead, accelerate growth and comply with every industry norm and standard.
Custom Finance & Marketing Software Development Services We Offer
We are a leading fintech and marketing software development company building secure banking, lending, payment, insurance and marketing automation platforms that scale with your business. The following are the services we offer.
Custom Fintech Software Development
Secure, compliant financial platforms built around your products, customers and risk rules — designed to scale from day one.
Product discovery with finance & risk teams
Role-based portals for customers & staff
Bank-grade security & encryption
Core banking & ledger integrations
Admin dashboards & audit reports
Digital Banking & Mobile Banking Apps
Mobile and web banking apps that let customers open accounts, transfer money and manage their finances in minutes.
Digital onboarding & eKYC
Accounts, transfers & statements
Card management & controls
Biometric login & MFA
Personal finance insights
Lending & Loan Management Software
Digitise the full loan lifecycle, from application and credit checks to disbursal and collections.
Online loan applications
Credit scoring & bureau integration
Loan origination & approval workflows
EMI schedules & repayments
Collections & recovery tracking
Payment Gateway & Digital Wallet Development
Fast, secure payment experiences with wallets, UPI, cards and payouts built in.
Payment gateway integration
Digital wallets & UPI
Recurring billing & subscriptions
Merchant onboarding & payouts
Fraud checks & chargeback handling
Trading, Wealth & Investment Platforms
Real-time trading and investment apps with portfolio tracking, advisory tools and secure order execution.
Real-time market data feeds
Order management & execution
Portfolio tracking & reports
Robo-advisory & goal planning
Crypto & multi-asset support
AI & Generative AI for Finance & Marketing
Apply AI to detect fraud, personalise offers and optimise campaigns, with your team kept in control.
Real-time fraud detection
Personalised investment plans
Customer behaviour analysis
AI campaign optimisation
AI chatbots for banking & sales
Insurance (InsurTech) Software
Policy, claims and agent platforms that cut paperwork and speed up settlements.
Policy administration
Online quotes & purchase
Claims management & tracking
Agent & broker portals
Underwriting automation
Marketing Automation & CRM Development
Marketing tools and CRMs that capture leads, automate campaigns and prove ROI.
Email & SMS campaign automation
Lead scoring & nurturing
Customer segmentation
Campaign analytics & attribution
CRM & ad platform integration
Fintech Software Maintenance & Support
SLA-backed support that keeps your financial and marketing platforms secure, compliant and always available.
24/7 monitoring & alerts
Security patches & upgrades
Compliance updates & audits
Performance optimisation
Feature enhancements
Custom Solutions for Every Finance & Marketing Segment
Banks & Credit Unions
Modernise customer journeys with digital onboarding, mobile banking and secure self-service.
- Digital account opening
- Mobile & internet banking
- Core banking integration
- Customer service portals
- Regulatory reporting
Lending & NBFCs
Approve loans faster with automated credit checks, digital documents and smart collections.
- Loan origination systems
- Credit scoring & bureau checks
- Digital KYC & e-sign
- EMI & repayment tracking
- Collections management
Payments & Wallets
Launch payment products that are fast, secure and ready for high transaction volumes.
- Payment gateways
- Digital wallets & UPI
- Merchant onboarding
- Payouts & settlements
- Fraud monitoring
Wealth & Trading
Give investors real-time data, smart advice and secure trading on web and mobile.
- Trading apps & engines
- Portfolio management
- Robo-advisory
- Market data integration
- Crypto exchange platforms
Insurance
Digitise policies, claims and agent networks for faster, simpler insurance.
- Policy administration
- Claims processing
- Agent & broker portals
- Customer self-service apps
- Underwriting automation
Marketing & MarTech
Build marketing platforms that automate campaigns, score leads and show what drives revenue.
- Marketing automation tools
- Email & SMS platforms
- Lead management CRMs
- Customer analytics dashboards
- Ad & social integrations
Our Proven Fintech Software Development Approach
An agile, security-first process — from first call to long-term support.
Discovery & Compliance Review
We map your products, customers, risk rules and regulations, then define a clear product roadmap.
UX & Customer Journey Design
Wireframes and prototypes that make onboarding, payments and dashboards simple and trustworthy.
Architecture & Security Design
Secure, scalable architecture integrated with banks, payment gateways, credit bureaus and CRMs.
Agile Development
Two-week sprints with demos, shared boards and full transparency.
QA, Security Testing & Launch
Functional, penetration, payment and peak-load testing before go-live.
Monitoring & Support
Performance monitoring, compliance updates and continuous optimisation after launch.
Our Technology Stack, Grouped by Purpose
49+ proven technologies our engineers use to build secure, scalable software for every industry, grouped by what they actually do.
Frontend Development
Responsive web apps, portals and dashboards
Backend & APIs
Business logic, APIs and system integrations
Mobile App Development
Native and cross-platform mobile apps
AI, ML & Analytics
GenAI, predictive models and business insights
Databases & Storage
Relational, NoSQL, caching and search
Cloud & DevOps
Hosting, CI/CD and infrastructure as code
Security & Compliance
Data protection and industry regulations
Testing & QA
Automated, performance and security testing
Common Finance & Marketing Challenges & How We Solve Them
Every financial and marketing business faces the same pressure — rising cyber threats, strict regulation and customers who expect instant digital service. Here’s how we address each one.
Cyber Security & Fraud
Problem
Financial platforms hold sensitive data and money, making them prime targets for fraud, account takeover and data breaches.
Solution
Bank-grade encryption, multi-factor authentication, real-time fraud monitoring and regular penetration testing.
Complex Regulatory Compliance
Problem
Rules like PCI DSS, KYC/AML and data privacy laws keep changing, and manual compliance is slow and risky.
Solution
Compliance built into the product: automated KYC, audit trails, consent management and regulatory reporting.
Integration With Legacy Systems
Problem
Core banking systems, payment gateways, credit bureaus and marketing tools rarely talk to each other.
Solution
API-first integrations that connect core systems, third-party services and CRMs in real time.
Scaling for Transaction Spikes
Problem
Salary days, market swings and campaign launches create sudden traffic that slows down or crashes platforms.
Solution
Cloud-native, auto-scaling architecture that handles high transaction volumes without downtime.
Keeping Up With Innovation
Problem
Customers expect instant, personalised digital experiences, and competitors launch new features every month.
Solution
Agile delivery with AI-powered personalisation, so you can launch and improve features quickly.
Disconnected Marketing Data
Problem
Campaign, CRM and sales data sit in separate tools, so teams can’t see which campaigns drive revenue.
Solution
Unified marketing dashboards and attribution that connect every campaign to leads and revenue.
Fintech Compliance Standards We Follow for the US and India
Every finance and marketing product we build is designed around the payment security, anti-money laundering, privacy and marketing rules that apply in the United States and India, so it is audit-ready from day one.
PCI DSS v4.0 Payment Security
Card data is tokenised and never stored on your servers, keeping payment flows within PCI DSS v4.0 requirements.
GLBA Safeguards & SOC 2
Customer financial data is protected with encryption, access controls and audit logs aligned with the GLBA Safeguards Rule and SOC 2.
BSA / AML, KYC & OFAC Screening
Automated KYC, sanctions screening and suspicious-activity monitoring support Bank Secrecy Act and anti-money laundering programs.
RBI Digital Lending Guidelines
Loan apps show key fact statements, disburse directly to borrower accounts and follow RBI rules on data collection and recovery practices.
RBI Data Localisation & Card Tokenisation
Payment data is stored in India as RBI requires, with card-on-file tokenisation and additional factor authentication.
DPDP Act 2023 & Customer Consent
Clear consent capture for financial and marketing data, purpose-limited use, easy withdrawal and breach reporting to the Data Protection Board of India.
CAN-SPAM & TCPA Marketing Rules
Email and SMS campaigns include consent capture, unsubscribe handling and sender identification, as US marketing laws require.
SEBI Cybersecurity & Cyber Resilience Framework
Trading and investment platforms follow SEBI’s CSCRF controls for access, monitoring, incident response and audits.
CERT-In Directions & IT Act 2000
Cyber incidents reported to CERT-In within 6 hours and system logs retained for 180 days, as required for platforms serving users in India.
Hire Fintech Developers for Secure Finance & Marketing Solutions
We don’t just write code and hand it over, we own your financial or marketing platform end to end, from compliance planning and UX to launch and support. That is why banks, lenders, fintech startups and marketing teams trust our developers with the software their customers and revenue depend on.
Dedicated fintech developers ready to start in just 3 to 5 days
PCI DSS-aligned, secure code with encrypted financial data, audit logs and MFA built in
Direct access to your developers via Slack, Microsoft Teams or WhatsApp
Work with the same developers throughout your project
Complete code ownership from day one. No vendor lock-in
Developers available during US, UK, UAE and India time zones
2-week free replacement if the developer doesn’t match your expectations
Ahex Partnership Standard
3–5 days
100%
Day 1
2 weeks
4 zones
// Signed
Engagement Models
These are our engagement models for your projects. Each one is designed according to your unique needs.
FIXED BUDGET
Cost is locked in a fixed-scope model. Ideal when the roadmap is well-defined and you want budget certainty.
- Pay for specific milestones
- Pricing based on requirements
- Fixed delivery date
- Low management overhead
Billing
Fixed / Milestone
Specific, well-defined scope
Best For
A clear brief → build → ship
Dedicated Team
A dedicated pod you optimise, scale, and augment your in-house team with. Best for ongoing product development.
Best suited for teams that need predictable sprint velocity.
- Personalised team
- No lock-in
- Real-time updates
- Contributions & standups
Billing
Monthly retainer
Best For
Long-term, cost-optimised delivery
Model Fit
Team that owns the roadmap
Most Popular
TIME & MATERIAL
In this model, there is no fixed time or budget. You will pay for the actual hours worked or materials completed and used.
- Volume of your time
- Discuss and understand
- Pay per task
- Full flexibility on scope
Billing
Hourly rate card
Speed, scope, resource coordination
Best For
Evolving, flexible scope
Testimonials
Finance & Marketing Software Development Services for Top Industry Verticals
Beyond banks, fintech and marketing teams, our software expertise extends to businesses across major verticals. Here are the sectors we cater to.
Healthcare and Fitness
Our solutions for healthcare and fitness focus on developing user-friendly interfaces for fitness apps, appointment scheduling systems, and health tracking platforms, ensuring secure and efficient data management.
- HIPAA-compliant patient portals
- Cross-device fitness UI experiences
- AI-powered health dashboards
- Real-time telehealth interfaces
Real Estate
We help real estate companies build immersive property listings, interactive maps, and responsive websites that streamline property searches and improve customer engagement.
- GIS-enabled property mapping
- AR/VR property walkthroughs
- CRM-integrated listing portals
- Real-time property analytics
Automotive and Manufacturing
Our front end services help automotive and manufacturing companies build robust applications for managing inventory, tracking production, and enhancing customer engagement through intuitive interfaces.
- IoT-powered monitoring dashboards
- MES-integrated production systems
- Predictive maintenance interfaces
- Supply chain visibility platforms
Banking & Finance
We deliver secure and compliant front-end solutions for financial institutions, enhancing user experience through intuitive dashboards, transaction management systems, and mobile banking apps.
- PCI-DSS compliant interfaces
- AI-driven financial dashboards
- Secure payment interfaces
- Live transaction monitoring UIs
Travel & Hospitality
Our frontend development services for tourism and hospitality focus on creating interactive maps, virtual tours, and streamlined booking interfaces that enhance the customer journey from discovery to booking.
- API-driven booking engines
- Dynamic pricing dashboards
- AI-powered recommendation interfaces
- Multi-channel reservation systems
Entertainment and Media
We help media and entertainment companies build intuitive systems for content delivery and consumption, including real-time single-page applications and personalized content recommendations that keep audiences engaged.
- OTT streaming interfaces
- Real-time content delivery platforms
- Dynamic recommendation experiences
- Live media analytics dashboards
Technology and Software
Our expertise extends to creating modern, scalable front-ends for software applications, ensuring fast performance, intuitive navigation, and seamless integration with backend systems.
- SaaS product dashboards
- Microservices-based frontends
- API-first web interfaces
- Mobile app UIs
Retail & E-Commerce
We empower e-commerce platforms with seamless checkout processes, intuitive product navigation, and responsive designs that boost sales and customer satisfaction.
- Dynamic product recommendation widgets
- Headless commerce frontends
- Omnichannel shopping interfaces
- Real-time inventory dashboards
Education
Our front-end services for education include developing interactive learning platforms, online course management systems, and student portals that enhance engagement and accessibility.
- LMS-integrated learning portals
- AI-based learning dashboards
- Interactive virtual classrooms
- Gamified learning interfaces
Related Case Studies
Cryptocurrency Trading & Exchange Platform
Tokenize Exchange
Ahex Technologies Pvt. Ltd. developed a client-facing mobile app with geolocation features as well as an intranet portal for employees. They provide ongoing support for any updates that need to be made.
Loan application tracking system
Southwest Funding
Southwest Funding is a Dallas-based mortgage lender founded in 1993 — serving 50,000+ home loans across 29 states with Conventional, FHA, VA, and USDA programs through 1,200+ licensed loan officers.
- Lead-to-Loan Pipeline
- Role-Based Dashboards
- Credit Report Integration
- SMS/Email Notifications
Email Automation Tool for a Digital Marketing Company
Digital Marketing Company
A custom email automation tool for a digital marketing firm that schedules campaigns, manages large email lists, personalises content and tracks performance in real time.
- Automated Campaign Scheduling
- List & Data Management
- Personalisation & Dynamic Content
- Real-Time Campaign Analytics
BLOGS
According to Bank of America, 20.6 million users interacted with Erica, its AI virtual assistant, over 700 million times in
In today’s fast-paced world, effective investment management is crucial for individuals and businesses alike. With the growing complexity of financial
Frequently Asked Questions
Customized software development involves creating tailored software solutions to meet the specific needs and challenges of the Finance and Marketing sector. Off-the-shelf software might not fully address the complexities of financial transactions, data analytics, and marketing automation. Customized software ensures that businesses in the Finance and Marketing industry receive personalized solutions, such as financial management systems, CRM platforms, marketing automation tools, and data analytics software, that streamline operations, enhance customer engagement, and drive business growth.
Our customized software solutions offer numerous advantages to businesses in the Finance and Marketing sector. With our tailored approach, we can create secure and efficient financial management systems, CRM platforms for effective customer relationship management, marketing automation tools for targeted campaigns, and data analytics solutions for data-driven insights. By implementing our solutions, businesses can optimize financial processes, enhance marketing strategies, and make informed decisions based on accurate data analysis.
Yes, our agency has extensive experience in developing software solutions that cater to both finance and marketing aspects of businesses. We have worked with financial institutions, investment firms, marketing agencies, and businesses across various industries. Our expertise spans across both domains, allowing us to create comprehensive solutions that seamlessly integrate finance and marketing functionalities.
Data security and compliance are of utmost importance to us. We adhere to industry best practices and implement robust security measures, such as data encryption, access controls, and compliance with financial and privacy regulations like GDPR and CCPA. Our software solutions prioritize data integrity and confidentiality, ensuring that sensitive financial and marketing information remains protected.
Absolutely! Our team is adept at integrating customized software solutions with existing finance and marketing tools. Whether you have an existing financial accounting system, marketing automation software, or customer database, we can seamlessly integrate our solutions to work harmoniously with your current infrastructure, ensuring data continuity and enhanced operational efficiency.
Our agency’s customized software development services stand out due to our deep understanding of the unique requirements of the Finance and Marketing sector. We combine technical expertise with domain knowledge to create software solutions that address the specific needs of businesses in these industries. Our customer-centric approach involves close collaboration with your team to ensure that the final software solution aligns perfectly with your business goals and supports your finance and marketing strategies.
Yes, we offer comprehensive post-development support and maintenance for our customized software solutions. We understand that business continuity is vital in the Finance and Marketing industry. Our dedicated support team is available to provide timely updates, address any technical issues, and ensure that your customized software solution remains reliable and up-to-date.
Getting started is simple. Reach out to our team by phone or email and we will schedule a free consultation to understand your products, customers, compliance needs and goals. We then propose a solution, timeline and engagement model that fits your business, and guide you from concept and design through development, launch and ongoing support.
Looking for a Solution? Let's Talk
- sales@ahex.co.in
- (India) +91 - 8885564224
- (USA) +1 - 6503197394
DEVELOPERS
YEARS IN OPERATION
GLOBAL CLIENTS
