Solutions

Launch plans for every operator.

Whether you are a venture-backed fintech or a global bank modernizing a product line, Methodic maps every workflow to the right modules, partners, and evidence.

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Industries
Digital banking · Trading & brokerage · Wealth & custody
Program styles
Regulated startups · Enterprise modernization · Partner launches

Playbooks

Fit-for-purpose solution profiles

Launch-ready

Fintech startups & neobanks

Customer Management
Security & Compliance
White-label Experience
Top pains
12–18 month timelines for regulated infrastructure burn runway.
Compliance evidence is mandatory before sponsors issue accounts.
Need APIs, white-label UIs or low-code integration with investor apps.
Methodic approach
Launch with pre-built onboarding, ledgers, and white-label shells. Start in a sandbox, then go live once partners sign off.
Launch-ready

Banks & brokers

Financials
Security & Compliance
Banking & FX
Top pains
Legacy cores make bespoke offerings painfully slow to deploy.
Risk teams require multi-tenant separation of duties and audit logs.
Integrations must coexist with existing treasury and reporting stacks.
Methodic approach
Adopt Methodic modules alongside existing cores. Bring your own bank/broker credentials while Financials + Banking & FX orchestrate flows.
Launch-ready

Wealth & advisory platforms

Investments & Portfolios
Customer Management
Security & Compliance
Top pains
Portfolio rebalancing, tax reporting, and statements cross too many tools.
Manual exception handling stalls contributions and payouts.
Expansion into new domiciles repeats the same integration work.
Methodic approach
Use Investments & Portfolios plus Guard to automate client onboarding, rebalancing, and reporting in every market.

Beyond the core

Emerging use cases

FX desks

Opportunity
Spot and forward programs with Banking & FX, controls and treasury automation.

Travel & savings cards

Opportunity
Multi-currency wallets, instant funding, and merchant controls on top of APIs or White-label experiences.

Teen & family investing

Opportunity
Guardian approvals, goal-based portfolios, and education workflows managed via Customer Management.
Enterprise programs

Need an enterprise rollout plan?

We align risk, compliance, and engineering stakeholders, then deliver a joint blueprint with responsibilities and evidence requirements.

Stakeholder matrix spanning risk, product, ops, and partners.
Evidence and control mapping per domicile.
Recommended launch sequence with hand-offs and SLAs.

Typical timeline

< 6 weeks

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