Providing the necessary banking tools to offer specialized financial advice and services to manage and grow your customer’s investments

Helping customers manage, protect, and grow their wealth

Our platform assists regional and community banks in providing a wide range of wealth management services to help their customers achieve their financial goals:

Digital-first experience
Actionable insights
Personalized financial advice


High net worth individuals and families who have large amounts of assets present a unique set of needs. When partnering with FinMain, banks can help these customers manage, protect and grow their wealth by providing them with the financial products and services they need, as well as access to exclusive investment opportunities and specialized financial advice.


A powerful solution to reach and engage customers, with targeted marketing campaigns that enhance customer experiences and drive growth

Customer Onboarding

Efficient and secure digital onboarding for customers

Portfolio Management

A suite of advanced investment management tools and services to make informed investment decisions, manage client portfolios, and access real-time market data

Identity Verification, Fraud & Financial Crime

Mitigate risk and protect against financial crime, with advanced identity verification and fraud detection tools

Client / Operational Data & Analytics

Analyze data, monitor key performance indicators, and make informed decisions that drive growth and improve customer experiences

Loyalty / Rewards

Empowering banks to build stronger relationships with customers through a customized rewards programs that enhance loyalty and engagement

Delivering value for banks

Cut time to value by
Reduce operational costs by
Reduce risk costs by

Industrializing digital transformation

Looking to rapidly and cost effectively enhance your digital transformation at scale?