Large Platforms / Mature Technical Teams
Deep integration of wealth services into existing products and systems.
Native API Integration＋Wealth Infrastructure＋FinOne＋AI
Embed Wealth Services in Your Existing Platform
Add cash management, investment and wealth services for payment, cross-border payment and other platforms with their own users, without building complete wealth infrastructure independently.
YOUR PLATFORMExisting User ExperiencePayments · Accounts · Users
WEALTH ENTRY →
EMBEDDEDWealthProducts · Investments · Asset Services
Extend One Entry Point into Complete Wealth Services
Choose standard embedding, modular H5 or native API integration according to your technical capabilities and launch goals, with ongoing operations through a unified middle office.
Extend Value Beyond Payments
Cash management and investment products give users more options alongside existing payment and cross-border cash services.
01Payment Accounts
02CASH+Cash Management
03Investment Products
Launch Wealth Services without Rebuilding Your App
Embed onboarding, products, trading and asset services in an existing app or website through H5 or modules, preserving user journeys and brand experience.
01Your App
02H5Wealth H5
03Accounts and Assets
Make Wealth Capabilities Native to Your Platform
Platforms with mature technical teams can integrate wealth accounts, products, trading and asset data directly into existing systems through APIs.
01Platform Systems
02APIStandard APIs
03Wealth Infrastructure
Manage the Complete Wealth Business Beyond the Frontend
Use one middle office for products, users, orders and operational configuration, keeping embedded wealth services operational and scalable.
01User Frontend
02FinOneFinOne
03Products · Orders · Operations
Improve Wealth Service Experiences and Operations with AI
Bring AI into product understanding, client service and user operations to add intelligent interaction and automation.
01Client Scenarios
02AIAI
03Knowledge · Service · Operations
Choose Integration Based on Your Platform
Integration depth depends on existing product experiences, technical teams and the business validation stage; each platform can follow its own approach.
Platforms Seeking Fast Embedding
Preserve the existing platform experience and launch quickly.
Wealth H5＋FinOne＋Standard APIs
Lightweight Business Validation
Validate demand for wealth services with a smaller initial investment.
Standard Embedded Wealth Services＋Standard Product Capabilities
Bring Wealth Services into
Your Existing User Experiences
Discuss integration suited to your platform, architecture and business stage with Finloop.