Capabilities Deck · 2026

One company.
Two engines. Two modes.

INSART runs two complementary delivery modes under one roof — a Startup Studio that ships fixed-scope fintech products in weeks, and an Enterprise practice that modernizes the systems financial platforms run on. Same engineers. Same fintech focus. Different gear.

20+ Years in fintech
80+ Engineers
150+ Projects shipped
21yr Longest partnership
Mode A · Studio

Idea → paying users
in 8 weeks.

Fixed scope, fixed price, real product. For founders who need traction, not slide decks.

$10KAll-in
8wkBuild
6Programs
Mode B · Enterprise

Complex fintech,
built right.

Modernization, integration, and scale engineering for platforms 10K+ users depend on.

7Practices
9Verticals
SOC 2In progress
Drag to compare
01 · 02 The Operating Model
How we engage

Same engineering team.
Two ways to work with us.

We've built the same fintech engineering capability into two delivery models — one tuned for speed and validation, one tuned for depth and scale. Pick the lane that matches where you are.

02 · MODE A Startup Studio
For founders & product leaders

Six productized
programs. One promise:
build only what matters.

Each program has a fixed scope, a fixed price, and a fixed timeline. No scope creep, no hourly rates, no ambiguity. You know exactly what you'll have in your hand on the last day.

8 weeks · $10K

Startup-for-10K

From idea to a working fintech product with real paying users. A focused proof of concept with payment flow, conversion analytics, and validation data — the fastest path from a hunch to evidence.

  • Functional product with payment flow
  • Real users, real revenue, real data
  • Decision-ready validation
8 wks
Build
$10K
All-in
View on insart.com
12 weeks · Innovation

Innovation Proof Program

Validate new product or technology bets without risking your live platform. We build an isolated proof of concept outside your stack so your team can see what works before committing internal capacity.

  • Isolated architecture, zero core risk
  • External team — minimal internal lift
  • Decision-ready recommendation
12 wks
Sprint
PoC
Outside live system
View on insart.com
12–16 weeks · ≤ $50K

Legacy2Modern Program

Structured modernization for established software platforms. Reduce technical risk, modernize the highest-leverage components, and make your platform safe to evolve again — without committing to a full rewrite.

  • Technical audit + risk prioritization
  • Critical-component modernization
  • Risk-managed cutover plan
≤ $50K
Fixed
No rewrite
Targeted
View on insart.com
8 weeks · Revenue

Revenue Growth Sprint

Get your startup growing again. We audit growth blockers and ship the landing pages, paywalls, and conversion flows that turn interest into paying users — in two months flat.

  • Growth blockers audit
  • High-converting landing & paywall
  • Working conversion flows
8 wks
Sprint
$10K
Fixed
View on insart.com
Outbound · B2B

Client Acquisition Sprint

A predictable way to win new B2B fintech clients. Done-for-you outbound infrastructure, sequences, and meetings — pointed at the exact ICP that already knows your kind of product.

  • ICP, copy, infrastructure handled
  • Booked meetings with target buyers
  • Pipeline you can plan around
B2B
Fintech-focused
Done-for-you
Outbound
View on insart.com
New Markets · Expansion

Market Expansion Program

Test and build demand in new geographies before you commit local headcount. INSART runs targeting, localized messaging, and outbound end-to-end so expansion is guided by real buyer signal — not assumptions from the home market.

  • One new region, validated in 5–6 weeks
  • Localized messaging & reply handling
  • Pipeline proof before you hire locally
5–6 wks
First signal
Multi-market
Expansion
View on insart.com
Real proof · not slideware

Stories from the
same playbook.

Every program above maps to a startup we’ve actually shipped — concept to working product, fixed scope, real users. Five recent ones, straight from insart.com.

Startup from Scratch FutureBricks lending platform case study
Lending · Fintech 7 min read

FutureBricks: zero
to beta lending platform.

London-based property lending marketplace. We turned a pitch deck into a working platform with KYC, e-wallet integration, and an investor dashboard — sprint-based, scope-locked, ready for real users.

Read the story →
Startup from Scratch ChalicePay billing MVP case study
Payments · Advisor SaaS 10 min read

ChalicePay: a billing
MVP advisors trust.

Stripe-based subscriptions and one-time invoices for financial advisors. Built from a Project Charter to a beta-ready product with role-aware logic, webhooks, and tokenized payments — built to be evidence, not theater.

Read the story →
Innovation Proof AI-driven field operations mobile app case study
AI · Mobile · Operations 10 min read

AI co-pilot in
workers’ pockets.

Rebuilt a thin companion app into a React Native field platform with conversational AI, geofencing, push, and predictive workflows. Six months from gap analysis to a mobile experience richer than the web one.

Read the story →
Revenue Growth Sprint SaaS onboarding revenue case study
SaaS · Conversion 7 min read

Why SaaS onboarding
costs you revenue.

A diagnostic + fix on a paid SaaS onboarding flow. We found where activation broke, rebuilt the first-run experience, and turned the leak into a conversion engine — without rewriting the product.

Read the story →
Method The 6-week build framework
Framework · Delivery 11 min read

The 6-week build
framework we use.

How the Studio actually ships. The exact sequence behind the productized programs — discovery, scope-lock, and a 6-week build cadence that turns founder ambition into a product real users can touch.

Read the story →
Fixed Scope & price — no scope creep
Fast 8–16 week sprints, not 12-month projects
Real Working products with real users
Safe Built to be evidence — not a gamble
The Common DNA

Different gear.
One engineering organization.

Whether we're shipping a $10K startup MVP or rewriting a piece of a 1,400-firm wealth platform, it's the same 80+ fintech engineers, the same delivery discipline, and the same 20+ years of focus on financial services. The mode changes — the people don't.

20+ Years in fintech
80+ Engineers · 4 locations
150+ Projects delivered
21yr Longest partnership
04 · MODE B Enterprise Practice
For fintech & financial-platform leaders

The engineering team behind complex fintech systems.

We build, modernize, and integrate the systems financial platforms run on — from legacy re-engineering to new product delivery and deep API integrations. Exclusive fintech focus. US-incorporated. 80+ engineers. SOC 2 in progress.

Section · Engineering Practices

Seven services. One delivery org.

01

Enterprise Software Engineering

Full-stack fintech systems from the ground up — backend, frontend, mobile, APIs, and cloud architecture.

Custom platformsREST & GraphQLMobile appsMicroservices
02

Legacy System Modernization

Re-engineering, refactoring, and migrating aging fintech systems to modern platforms — without stopping operations.

AuditMonolith → microservicesDB modernizationCutover planning
03

Systems Integration

Connecting custodians, CRMs, payment processors, and banking APIs into coherent, reliable workflows.

CustodiansPayment APIsCRM connectorsData feeds
04

Data & Analytics Systems

Pipelines, analytics platforms, and reporting systems that turn operational data into business decisions.

ETL/ELTBI dashboardsReal-time analyticsWarehousing
05

AI · Automation · RPA

Automating the manual, repetitive parts of fintech operations — document processing, classification, intelligent workflows.

RPADoc processingML deploymentFraud detection
06

Cloud · DevOps · QA

CI/CD, cloud infrastructure, and QA automation so your team ships faster with fewer incidents.

CI/CDAWS · Azure · GCPQA automationObservability
07

Product & Delivery Execution

End-to-end delivery — discovery, roadmap, team setup, sprint execution, and stakeholder reporting.

DiscoveryRoadmapAgile setupGovernance
Section · Fintech Verticals

Nine verticals.
Deep fintech context.

Not a generalist software firm. Every domain below is something we've built production systems in.

WealthTech & Asset Management

Portfolio platforms, advisor CRMs, custodian integrations, performance reporting, fee billing.

PortfolioAdvisor CRMCustodian

Payments & Money Movement

Payment processing, transaction orchestration, multi-rail connectivity, reconciliation, fraud.

OrchestrationSettlementFraud

Lending & Credit

Loan origination, underwriting automation, servicing platforms, borrower portals.

OriginationUnderwritingServicing

Banking Infrastructure

Core banking integrations, digital banking platforms, account management, treasury operations.

Core bankingDigitalOpen banking

Risk · Compliance · RegTech

AML, KYC workflows, regulatory reporting, audit infrastructure, compliance monitoring.

AMLKYCRegReport

Trading & Capital Markets

Order management, trade processing, market data integrations, back-office automation.

OMSTrade opsMarket data

InsurTech

Policy management, claims processing, underwriting systems, agent portals for insurers.

PolicyClaimsAgent portals

Financial Data Platforms

Aggregation, enrichment pipelines, financial data APIs, enterprise data warehouses.

AggregationEnrichmentWarehousing

Open Banking & APIs

Open banking connectivity, API gateways, consent management, PSD2/FDX compliance.

PSD2FDXConsent
Section · Capabilities

Specific systems we build.

Not a generic service list — these are the actual fintech components we've built for enterprise clients.

01Client onboarding & KYC
02CRM systems & integrations
03Client portals & dashboards
04Back-office & admin systems
05Workflow automation & RPA
06Financial transaction systems
07Document management & analysis
08Reporting & business intelligence
09Billing & invoicing
10Regulatory & security systems
11Data pipelines & warehousing
12API management & gateways
Section · Proof

A few of the teams
we ship with.

Across wealth, payments, banking and nonprofit-tech, INSART has been the engineering partner behind platforms that financial institutions, advisors, and fundraisers depend on every day. A snapshot:

Trusted by
Accel KKR
Franklin Templeton
ACI Worldwide
Bonterra
Equifax
Anthropic
Google
aws

Plus AdvisorEngine, Snappy Kraken, Salsa Labs, Enmark, FutureBricks, ChalicePay, ZimpleMoney, Couplr.AI, Smart Grant Solutions, and 500+ fintech integrations across our partner catalog.

Two we can talk about in depth

Long-running partnerships
worth a closer look.

WealthTech 6+ year partnership · 26yr combined

AdvisorEngine

Built and scaled a wealth-management CRM platform serving 1,400+ advisory firms.

Outcomes
  • Platform serving 1,400+ advisory firms
  • Acquisition by Franklin Templeton in 2020
  • Junxure CRM acquisition supported by INSART-built capabilities
  • Faster, more reliable releases via CI/CD
Nonprofit Tech 9+ year partnership · 21yr combined

Bonterra

Long-term platform engineering for one of the largest nonprofit-tech companies.

Outcomes
  • 20,000+ customers including 16,000+ nonprofits
  • 50%+ of Fortune 100 served through the platform
  • Full fundraising toolset: P2P, fraud detection, insights
  • Optimized scalability for peak workloads
In their words

INSART's contribution to our technology played a key role in the Junxure acquisition and in achieving Franklin Templeton Investments acquisition metrics.

Rich Cancro Founder & CEO · AdvisorEngine

One of the main reasons we trust INSART with our business is the process transparency the team has established. The amount of features and suggestions was just awesome.

Bradley DeLoatche Founder, CTO · Snappy Kraken

It seems as if INSART was with us from the very beginning. The team invests the same effort in what we do as anyone at Salsa Labs. One of our best experiences with fintech solution providers.

Alex Sukhenko CTO, Enmark · ex-CTO, Salsa Labs
05 · The AI Layer Across both modes
AI is not a separate practice — it's the fabric.

Every product we ship today
has AI woven through it.

Whether you're a founder shipping an MVP in eight weeks or a financial-services CTO modernising a 15-year-old platform, AI is no longer a side project. We design, build, and operate AI features as production systems — same engineering rigour as the rest of our work, integrated into the systems of record your business actually runs on.

LLM

LLM-powered agents & copilots

Domain-aware assistants for advisors, ops teams, and end customers — wired into your CRM, ledger, and policy data with grounded retrieval and audit trails.

Anthropic · OpenAI · LangChain · MCP
DOC AI

Document AI & KYC automation

Smart onboarding platforms that read statements, IDs, and contracts; flag fraud patterns; and turn weeks of manual review into hours — with human-in-the-loop where compliance demands it.

Document AI · Vision · KYC pipelines
PRED

Predictive analytics & risk scoring

Credit scoring, churn prediction, and risk forecasting models running on real customer data — built to be explainable, monitored in production, and retrained on a cadence your risk team can sign off on.

PyTorch · Snowflake · Databricks
RAG

Knowledge platforms & RAG

Retrieval-augmented systems over policy, regulation, and operational knowledge — so the right answer comes back with citations, not hallucinations. Multi-tenant, permissioned, and version-aware from day one.

Vector DBs · Hasura · GraphQL
DATA

AI-ready data platforms

The unsexy work that makes everything else possible: clean pipelines, unified identity layers, real-time event streams, and the warehouses your models and dashboards both pull from.

Kafka · dbt · Airflow · Snowflake
DEV

AI-assisted engineering

We build with AI ourselves — MCP servers, agent-driven test generation, AI code review, and prompt-aware CI. That's part of why we ship faster than the line item suggests.

MCP · Claude Code · Cursor · CI agents
How it lands in each mode

Same AI engineering team. Different shape per engagement.

Mode A · Studio

AI-native MVPs in eight weeks.

Founders don't ship AI as a feature in 2026 — they ship products where AI is the product. We build those MVPs the same way we build any other one: fixed scope, fixed price, real users.

  • AI-first onboarding & conversational interfaces
  • LLM agents wired into payment & ledger systems
  • Document AI for instant KYC, intake, and approvals
  • Production-grade from day one — not a prototype
Mode B · Engineering Partner

AI integrated into systems of record.

Established financial platforms can't bolt AI on the side — it has to live next to the data, the compliance trail, and the production runtime. That's the work we do every week.

  • RAG over regulation, policy, & advisor knowledge bases
  • Predictive risk & credit models with explainability
  • AI assistants embedded in advisor & ops workflows
  • SOC 2 / PSD2-grade observability and audit trails
Stack we ship Anthropic Claude OpenAI LangChain MCP AWS Bedrock Google Vertex Snowflake Databricks Kafka Airflow dbt Vector DBs Hasura GraphQL
AI in production

Six AI systems we shipped
this year. Same team.

Three from inside fintech where we live every day; three from the industrial side, where we proved the same engineering plays anywhere data, sensors, and decisions need to be wired together.

06 · Together Why INSART
What both modes share

Deep in fintech.
Not boxed in by it.

Twenty years of fintech is the bedrock — but the engineering bench ships in adjacent domains too, from logistics AI to industrial computer vision. Six things hold true across all of it, $10K MVP or 5-year enterprise engagement.

Fintech-deep engineering

Twenty years inside financial services has shaped how the team thinks — about money, trust, compliance, and edge cases. That instinct travels well into adjacent domains.

We build — not just advise

Our value is in working software. We're a delivery organization, not a strategy firm. The difference shows in every engagement.

Deep integration expertise

Custodians, CRMs, payment rails, banking APIs — built across dozens of fintech platforms.

Long-term partnerships

Our longest client relationships span 20+ years. We stay through product generations and organizational change.

Security built in

Multi-level security — consultant, code, project, company, resource levels. SOC 2 in progress. US-incorporated.

80+ engineers · 4 locations

Ukraine, Poland, Romania, Uruguay. Experienced teams you can scale up or down without losing continuity.

Start the conversation

Two paths.
One company.
Pick the lane that fits today.

We respond to every inquiry within one business day. Tell us where you are, and we'll point you at the right delivery mode.