Software for financial services

We develop applications and integrations for financial services. The Smith & Smith project presents mobile money transfer apps; the BRD project presents an AI assistant connected to banking knowledge. We define security and integration requirements with your team.

iOS + AndroidCustomer applications
APISystem integration
AIKnowledge access
Financial market charts on trading screens
ISO 27001
Information security management

From our project portfolio

15+ Years of consulting & engineeringISO 27001 Information security
BRD Groupe Société GénéraleB&H Photo VideoSelgros Cash & CarryPPCCouncil of EuropeDatecsPayJerry's PizzaChristian Tour
Smith & Smith: a mobile channel for international money transfersFintech
Case study

Smith & Smith: a mobile channel for international money transfers

Native iOS and Android apps connected to the existing transfer system, with biometric authentication, tracking and notifications.

Read the case study
What we build

Applications connected to financial operations

We start with the user journey, the systems involved and each team’s responsibilities. Together we define what needs to be built and verified.

Customer applications

Mobile journeys for accessing financial services and following operations, connected to company systems.

System integrations

Connecting applications to existing APIs and services, with explicit rules for data exchange and error handling.

Access and traceability

Roles, permissions and operation logs defined around project requirements.

Document assistants

Conversational interfaces connected to knowledge sources, with answer evaluation and human review.

Other industries

FAQ

Frequently asked questions

How do you approach security and compliance requirements?

We define them with the client’s technical and compliance teams: controls, access rules, data processing and required checks. ISO 27001 certification concerns information security management at UP2DATE; each product’s requirements are assessed separately.

How do you estimate a fintech project budget?

We assess workflows, integrations, volumes and security requirements. The proposal specifies deliverables, assumptions and costs; the estimate depends on the agreed scope.

How do you set the launch timeline?

We define the first release, external dependencies and required checks, then agree delivery stages. Timing depends on integration access, requirements and client acceptance.

Can you integrate the application with existing systems?

We assess available APIs, data access and system responsibilities, then define the connectors and data flows needed.

What example of AI in financial services can you show?

The BRD study describes an assistant connected to a knowledge base. It retrieves relevant documents for answers; source coverage and evaluation affect quality, and specialist decisions require human review.

Building a fintech product?

Tell us what you want to build or improve. In a free initial 30-minute conversation, we clarify the requirements and the next steps for your project.

UP2DATE

From an idea to a clear budget

What would you like to build?

An app, a platform or a simpler process? Tell us what you have in mind and let’s work out the next step.

  1. Your idea
  2. Project scope
  3. Our estimate

We prepare your quote after clarifying requirements, integrations and priorities.