AAXENEN
All industries
Industry Solution

Finance

Client portals, advisory platforms and compliance-ready systems.

Secure client portals, advisory dashboards and back-office platforms for advisory firms, fintech teams and financial services.

Starting from
From €5,990
Start Project
Typical business problems

What's holding this industry back.

  • Manual onboarding and KYC processes
  • Email-heavy client communication
  • Disconnected reporting and portfolio tools
  • Compliance overhead consuming advisor time
AXENEN solution

How we solve it.

A secure client portal integrated with an advisor CRM and automated onboarding — replacing email threads with a structured, auditable client experience.

Digital solutions
  • ·Client portal with documents & reporting
  • ·Advisor dashboard
  • ·Corporate website
  • ·Onboarding & KYC flows
CRM features
  • ·Client accounts & households
  • ·Portfolio & product tracking
  • ·Compliance & task workflows
  • ·Communication history
AI opportunities

Where AI creates measurable leverage.

AI onboarding assistant that collects and verifies documents

Automated report drafts for advisor review

Meeting notes and follow-up task generation

Client-facing FAQ assistant

Recommended AI automations
AI assistant for client FAQsAutomated onboarding & document collectionReport generation from dataMeeting summarisation for advisors
Suggested technology stack

Modern, proven and edge-ready.

Next.jsReactNode.jsStripeOpenAICloudflare
Frontend
Backend
Edge & AI
Example automation workflow

Client onboarding automation

  1. 1Prospect completes intake form online
  2. 2AI assistant collects required documents
  3. 3System runs checks and flags exceptions
  4. 4Advisor reviews and approves in dashboard
  5. 5Client granted portal access and welcome flow
Expected business outcomes

What you should see once it's live.

  • Dramatically faster onboarding
  • Fewer manual compliance errors
  • More advisor time on real client work
  • A high-trust digital experience

Ready to build the finance version?

Complete the AI Project Builder and AXENEN will generate a personalised scope, timeline and production plan.

Start Your Project
Other industries
Healthcare

Digital systems for clinics, practices and medical groups.

Real Estate

Property platforms, agent CRMs and buyer automation.

Retail

E-commerce, in-store systems and customer intelligence.