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Fintech Automation, LLC

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FinTech Automation, LLC is a Dallas-based technology firm specializing in digital transformation solutions for small to medium-sized financial institutions, including wealth management firms, insurance agencies, and banks. By integrating front-end experiences with an API-driven, microservices backend, FTA enables these institutions to automate processes and workflows, enhancing client engagement and operational efficiency. Key Features and Functionality: - UniFi Platform: Offers banking, trust, and wealth management services through a unified core system, eliminating the need for custom platform development or coding. - Acceleration Cloud™: A middleware API platform that enhances core record-keeping systems by enabling seamless communication and data management with third-party applications. - Managed Services: Provides comprehensive outsourcing for daily business operations, including back-office processing, marketing, and customer support, allowing in-house teams to focus on strategic initiatives. - Pre-Integrated API Marketplace: Facilitates rapid innovation by offering a selection of pre-integrated partners, allowing institutions to enhance their services without extensive coding or technical debt. Primary Value and Solutions Provided: FTA addresses the challenge of digital transformation in the financial sector by offering scalable, cost-effective solutions that automate administrative tasks and integrate industry-specific technologies. This approach enables financial institutions to focus on client relationships and business growth without the burden of managing complex technology infrastructures. By reducing time-to-market for new products and services, FTA empowers clients to stay competitive in a rapidly evolving industry landscape.

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