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Digital Experience Platform for Financial Services

Build Better Financial Services Experiences

The Kinetic Experience Platform empowers financial institutions to create seamless digital experiences that unite legacy systems with modern innovation. Connect your entire financial ecosystem while maximizing existing technology investments and ensuring regulatory compliance.

Navigate Financial Services Challenges

Today's financial institutions face unique obstacles in delivering digital excellence:

System Integration: Legacy platforms create operational bottlenecks

Regulatory Compliance: Complex and evolving compliance requirements

Customer Expectations: Growing demand for seamless digital experiences

Security Requirements: Increasing cybersecurity and data privacy demands

Market Competition: Pressure to match fintech-level innovation

Operational Efficiency: Manual processes slow service delivery
 

Create Experiences That Drive Value

The Kinetic Experience Platform enables you to optimize across key operational areas:

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Digital Transformation

  • Create unified digital experience portals for customers and staff
  • Implement secure digital workflows across financial operations
  • Enable seamless data integration for comprehensive insights
  • Deploy automation that enhances service delivery

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IT and Digital Operations

  • Enhance service management and ITSM
  • Track assets and infrastructure efficiently
  • Centralize records across product lines

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Global Business Services

  • Automate shared services across departments
  • Centralize business operations globally
  • Create unified digital experiences that scale

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Cyber Security and Risk Management

  • Protect critical financial infrastructure
  • Strengthen incident and risk management
  • Maintain secure digital workflows

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Intelligent Automation

  • Rapidly develop financial solutions
  • Create automated process workflows
  • Enable secure integration capabilities

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Build Without Boundaries:
Core Components of the Kinetic Experience Platform

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Success Story: Greenstate Credit Union

"We manage access to upwards of 100-200 different systems, and not everybody needs access to everyone. One of the challenges before is we were doing that manually. A lot of that information lived in our heads... We wanted to systematize that and get that into the system." - Chris Troyer, IT Business Partner

Kinetic Data implemented a talent management solution for GreenState Credit Union that transformed their manual employee services processes into an automated system. The platform streamlines onboarding, transfers, and system access management for their 900+ employees.

Key features:

  • Automated task generation and system access based on employee roles
  • Integration with HR systems and comprehensive audit trail for compliance

Take the Next Step

Ready to Transform Your Agency's Digital Experience?

Ready to enhance your financial institution's digital experience?

Your unique processes deserve more than off-the-shelf solutions. The Kinetic Experience Platform gives you the power to create experiences that work exactly the way you do.