Finance
Run Fintech in Finance without losing the last handoff
Fintech teams usually stall when fintech client documents arrive as email attachments. Omni Group gives Finance operators a client portal fintech buyers can actually log into, starting from Launch at €79 / $89 per month. When Fintech needs a done-for-you step, start with Technical audit: A written view of stack risk before you add more tools.
- • Finance teams see that fintech fee quotes stall while someone hunts the latest rate card
- • Finance teams see that fintech workpapers and the filed pack sit in different drives
- • Finance teams see that clients ask for fintech status because there is no portal
Launch
€79 / $89
Start on Launch for Fintech. If this finance niche needs a scoped pack next, Technical audit is the usual fit — A written view of stack risk before you add more tools.
Growth
€249 / $279
Start on Launch for Fintech. If this finance niche needs a scoped pack next, Technical audit is the usual fit — A written view of stack risk before you add more tools.
Scale
€429 / $469
Start on Launch for Fintech. If this finance niche needs a scoped pack next, Technical audit is the usual fit — A written view of stack risk before you add more tools.
Vertical package
Ready to buy€349/mo
Monthly industry pack: CRM setup, automations, and AI support for this niche — scoped deliverable, not a custom rebuild of the whole practice.
Buy nowRecommended deliverables
How we deliver
- 1. Client KYC packet
record
- 2. CRM onboarding ledger
create-contact
- 3. Quote + invoice
invoice
- 4. Reconcile payment
run
- 5. Notify unlock
send
- 6. Exception queue
create