Welcome to Fincision

Fincision specialises in financial services e-commerce projects. We have many years experience of the financial services industry, and our team consists of highly-regarded business & technical consultants, and award-winning interaction designers.

We can help you identify key user experience elements that will enhance your online proposition, assisted by our deep understanding of both the UK and US online financial services market, which includes relationships with cutting-edge start-ups and more established 3rd party vendors. We know the people, the services they provide, and what they are capable of building for you.

Our design & prototyping services are driven by a focus on interaction. Our award-winnning specialist interaction designers ensure that your users both understand and physically engage with your online proposition. And our technical consultants keep things real, making sure that the technology is available to deliver your proposition.

Promoting Innovation

“recognised thought leader in financial planning tools for advisers and consumers ”
Vaughan Jenkins, Head of Life & Pensions
Bluerock Consulting

Fincision’s continuous global  research of emerging financial services technology, plus wider technological innovation that can be re-purposed to our industry, is highly valued by our customers.

Our involvement in alpha and private beta stage testing with some of the world’s newest finance-related web applications, and our relationships with the entrepreneurs and investors behind them,  gives us a unique insight into market trends before they become mainstream.

Fincision also has strong relationships with the UK’s leading vendors, such as Financial Express, Towers Perrin Tillinghast, Distribution Technology, PlanLab, Prestwood Truth, Finametrica, Barrie & Hibbert etc. and, as in the case of Financial Express’s recently-launched Alpha Fund Manager Ratings, works with these vendors to identify & develop opportunities to broaden the range of services available to the marketplace.

Fincision is proud of it’s status as a trusted adviser to some of the world’s leading financial services companies.

Delighting customers

“a superb piece of work; the design is excellent and the features are exactly what our IFAs want”
Mike Kellard, CEO
AXA Winterthur Wealth Management

Fincision designed the innovative Portfolio Balancer web-based financial planning application for Winterthur Life. This award-winning tool (Money Management Awards 2005) remains extremely popular with 1000s of UK financial advisers:

“…This is the Standard Life site on steroids…” David Crozier, Navigator Financial Planning – as reported in New Model Adviser March 2005

“…I believe Portfolio Balancer is one of the best portfolio planning and asset allocation tools on the market…” Dennis Parello, Hugh Davies Associates Ltd

“…very complementary to the style of advice that I offer and has proved very popular with a great many of my clients…” Paul Griffin, Holiday & Pickup Insurances

“…I especially liked the what-if facility.. …particularly striking and meaningful for clients…” Francis Klonowski, Klonowski & Co – as reported in New Model Adviser March 2005