RootCX
Pricing
FINANCIAL SERVICES

The Operational Layer for Financial Services

Extend your Core Banking and Insurance systems with secure, AI-generated applications. Build custom onboarding, lending, and risk apps that read and write to your existing systems in real-time, without touching the core.

Onboarding
KYC Portal: Corporate OnboardingAuto-Verified
Entity
Acme Corp
Verified
UBO Check
3 beneficial owners identified
Complete
Sanctions
OFAC / EU / UN screened
Clear
Documents
Certificate of Inc., AoA, PoA
Uploaded
Risk Score
Low
Auto-Approved

Corporate KYC Portal

Build an app that orchestrates entity verification, UBO checks, and sanctions screening in one workflow.

Lending
Loan OriginationIn Review
#9921
Commercial Real Estate
Underwriting
#9918
Equipment Finance
Credit Scoring
#9915
Working Capital
Approved
#9912
Trade Finance
Docs Pending
#9910
SME Loan
Disbursed

Loan Origination System

Generate an app that collects applications, triggers credit scoring, and routes approvals based on risk thresholds.

Risk
Fraud & AML Case Management3 High Priority
Alert #774
High velocity transactions · Fraud Ops B
High
Alert #771
Unusual cross-border pattern · AML Team A
High
Alert #769
Dormant account reactivation · Fraud Ops A
Medium
Alert #765
Structuring suspicion · AML Team B
High
Alert #760
Identity mismatch · Fraud Ops B
Resolved

Fraud & AML Case Management

Build an investigation app that aggregates alerts from your transaction monitoring systems into one view.

Insurance
Claims Processing
12 Open8 Auto-Approved
CLM-4401Auto-Approved
Motor / Windshield damage$1,200
CLM-4398Adjuster Review
Property / Water damage$18,500
CLM-4395Docs Pending
Motor / Rear collision$4,800
CLM-4392Adjuster Review
Liability / Slip & fall$32,000
CLM-4389Investigation
Motor / Theft$22,000

Claims Processing

Generate a claims app that auto-routes simple cases for approval and complex ones to adjusters.

Onboarding
KYC Portal: Corporate OnboardingAuto-Verified
Entity
Acme Corp
Verified
UBO Check
3 beneficial owners identified
Complete
Sanctions
OFAC / EU / UN screened
Clear
Documents
Certificate of Inc., AoA, PoA
Uploaded
Risk Score
Low
Auto-Approved

Corporate KYC Portal

Build an app that orchestrates entity verification, UBO checks, and sanctions screening in one workflow.

Lending
Loan OriginationIn Review
#9921
Commercial Real Estate
Underwriting
#9918
Equipment Finance
Credit Scoring
#9915
Working Capital
Approved
#9912
Trade Finance
Docs Pending
#9910
SME Loan
Disbursed

Loan Origination System

Generate an app that collects applications, triggers credit scoring, and routes approvals based on risk thresholds.

Risk
Fraud & AML Case Management3 High Priority
Alert #774
High velocity transactions · Fraud Ops B
High
Alert #771
Unusual cross-border pattern · AML Team A
High
Alert #769
Dormant account reactivation · Fraud Ops A
Medium
Alert #765
Structuring suspicion · AML Team B
High
Alert #760
Identity mismatch · Fraud Ops B
Resolved

Fraud & AML Case Management

Build an investigation app that aggregates alerts from your transaction monitoring systems into one view.

Insurance
Claims Processing
12 Open8 Auto-Approved
CLM-4401Auto-Approved
Motor / Windshield damage$1,200
CLM-4398Adjuster Review
Property / Water damage$18,500
CLM-4395Docs Pending
Motor / Rear collision$4,800
CLM-4392Adjuster Review
Liability / Slip & fall$32,000
CLM-4389Investigation
Motor / Theft$22,000

Claims Processing

Generate a claims app that auto-routes simple cases for approval and complex ones to adjusters.

Onboarding
KYC Portal: Corporate OnboardingAuto-Verified
Entity
Acme Corp
Verified
UBO Check
3 beneficial owners identified
Complete
Sanctions
OFAC / EU / UN screened
Clear
Documents
Certificate of Inc., AoA, PoA
Uploaded
Risk Score
Low
Auto-Approved

Corporate KYC Portal

Build an app that orchestrates entity verification, UBO checks, and sanctions screening in one workflow.

Lending
Loan OriginationIn Review
#9921
Commercial Real Estate
Underwriting
#9918
Equipment Finance
Credit Scoring
#9915
Working Capital
Approved
#9912
Trade Finance
Docs Pending
#9910
SME Loan
Disbursed

Loan Origination System

Generate an app that collects applications, triggers credit scoring, and routes approvals based on risk thresholds.

Risk
Fraud & AML Case Management3 High Priority
Alert #774
High velocity transactions · Fraud Ops B
High
Alert #771
Unusual cross-border pattern · AML Team A
High
Alert #769
Dormant account reactivation · Fraud Ops A
Medium
Alert #765
Structuring suspicion · AML Team B
High
Alert #760
Identity mismatch · Fraud Ops B
Resolved

Fraud & AML Case Management

Build an investigation app that aggregates alerts from your transaction monitoring systems into one view.

Insurance
Claims Processing
12 Open8 Auto-Approved
CLM-4401Auto-Approved
Motor / Windshield damage$1,200
CLM-4398Adjuster Review
Property / Water damage$18,500
CLM-4395Docs Pending
Motor / Rear collision$4,800
CLM-4392Adjuster Review
Liability / Slip & fall$32,000
CLM-4389Investigation
Motor / Theft$22,000

Claims Processing

Generate a claims app that auto-routes simple cases for approval and complex ones to adjusters.

The Legacy Trap

Your Core System is a system of record, not innovation.

Core Banking Systems are built for stability, not agility. When you need to launch a new loan product or update a KYC workflow, you face 18-month IT cycles.

RootCX lets you generate secure applications that sit between your users and your core. Build modern experiences on top of rigid back-ends, without risky migrations.

Built on RootCX

Build compliant financial apps in minutes

Generate secure applications for the high-stakes processes that off-the-shelf software cannot handle. From origination to claims, every app maintains full auditability.

01

Onboarding

Corporate KYC/KYB

Build an onboarding app that orchestrates UBO checks, document upload, and sanctions screening before creating the customer record in the Core.

02

Lending

Loan Origination

Generate a custom origination app that collects applications, triggers credit scoring models, and routes approvals based on risk thresholds.

03

Risk Operations

Fraud & AML Case Management

Build a unified investigation app for risk analysts. Aggregate alerts, visualize relationships, and log every decision for regulators.

04

Insurance

Claims Processing

Generate a claims app that lets policyholders submit photos and docs. Route simple claims for auto-approval and complex ones to adjusters.

Financial Crime Agents

The AI workforce for compliance.

Scale your defense lines without hiring an army. Deploy AI Agents to handle the repetitive triage of alerts and document reviews.

COMPLIANCE

Sanctions Screening

Continuous watchlist monitoringAgents continuously monitor client lists against changing global sanctions, flagging matches with detailed context for human review.

Logic Flow
FOR EACH client IN watchlist:
screen_sanctions(OFAC, EU, UN)
IF match_score > threshold:
flag_for_review(context)
INTELLIGENCE

Underwriting Assistant

Automated credit analysisAgents extract data from unstructured financial statements to populate credit memos and calculate debt-service coverage ratios automatically.

REGULATORY

Regulatory Watch

Proactive compliance gap detectionAgents monitor regulatory feeds (SEC, ESMA) and map new rules to your internal policy documents, alerting compliance officers to gaps.

Bank-Grade Security

Zero Trust. Full Audit.

In financial services, “move fast and break things” is not an option.

RootCX is built for the most regulated environments on earth.

Data Residency & Isolation

Your data stays where it belongs. RootCX connects to your on-prem or cloud database without storing customer PII permanently. Each application runs in an isolated, encrypted sandbox.

Immutable Ledger

Every API call, human approval, and AI decision is cryptographically signed and logged. Reconstruct the exact state of a loan application from three years ago for any external audit.

Legacy Wrapper

Extend COBOL and Mainframe logic securely. RootCX acts as a modern API gateway to your legacy stack, enforcing modern authentication (MFA/SSO) on top of systems that never supported it.

Secure your operations

Deliver fintech agility with bank-grade security

Generate secure, compliant applications that extend your core systems. No migrations, no risk.

RootCX

Build secure, AI-powered apps on top of your existing systems — without touching your core.

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