A new foundation for financial services

Complexity out.
Possibility in.

One connected financial technology platform for institutions ready to modernise how money moves, markets operate and customer relationships grow.

Built for enterprise ambition. Designed for controlled change.
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One connected fabricShared services · Consistent controls
Composable by designAdopt in phases, evolve over time
Intelligence in contextData · Decisions · Action
One platform. Multiple domains. BANKING PAYMENTS TREASURY WEALTH RISK & CONTROL INTELLIGENCE
The Solleti suite

Every financial domain.
Connected by design.

Purpose-built product areas, brought together through shared data, workflows, policies and operational visibility—not a collection of disconnected screens.

PRODUCT 01 / 08

A dependable core for modern banking.

Bring customer, account, deposit, lending and ledger capabilities into a coherent operational foundation—with the controls and traceability financial institutions require.

Customer & accountDeposits & lendingLedger & postingsProduct configuration
Designed for controlled operations, consistent records and phased modernisation.
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The connected foundation

Not just a suite.
A shared way to operate.

Solleti is being shaped around reusable platform services so product domains can work together without forcing every institution into a single, all-at-once transformation.

✓ Shared identity, entitlements and approval patterns
✓ Common business entities and governed data
✓ API-led integration and event-driven workflows
✓ Policy-aware AI with accountable human oversight
Platform model / concept Connected by design
Solleti Financial FabricIdentity · Workflow · Data · Policy · Integration
Core & DigitalAccounts · Channels
PaymentsOrchestration · Settlement
TreasuryLiquidity · Markets
WealthPortfolio · Custody
Risk & ControlCompliance · Audit
AI & DataInsight · Operations
Illustrative target architectureInstitution-configurable ↗
Built for meaningful change

Enterprise depth.
Without the all-or-nothing.

Modernisation is a journey, not a switch. Shape a path around your operating model, integration estate and risk appetite.

01 / COMPOSABLE

Start where it matters

Adopt a focused domain or workflow, then expand into adjacent capabilities as business priorities evolve.

02 / CONNECTED

Make systems work together

Connect existing platforms and new capabilities through explicit APIs, events and consistent business context.

03 / CONTROLLED

Keep decisions accountable

Design approval, policy, audit and exception handling into operational flows—not as an afterthought.

For banks and financial institutions

Built for the realities behind the balance sheet.

Complex estates. Multiple jurisdictions. High expectations for resilience, security, governance and change control. Solleti’s product direction starts with those realities.

Discuss your architecture ↗
Governance by designRole-based access, approval pathways and auditability as foundational design principles.
Integration flexibilityAPI-led patterns designed to coexist with incumbent and specialist platforms.
Operational resilienceExplicit state, reconciliation and exception-handling patterns for critical workflows.
Responsible intelligenceHuman oversight, bounded actions and traceable decisions for AI-enabled operations.
Buyer capability library

Explore the suite
in practical detail.

Review example capability areas, typical workflows, integration considerations and intended outcomes. This is a product discovery guide; final scope, availability and implementation details must be confirmed with the Solleti team.

Product 01 / Banking foundation

Core Banking

A central operational foundation for customer, account, deposit, lending and ledger-oriented workflows.

Customer & accountDeposits & lendingLedgerProduct rules
Capabilities, workflows & integration

Capability areas

  • Customer and account lifecycle, account servicing and relationship records.
  • Deposit and lending product configuration, rates, fees and eligibility rules.
  • Transaction posting, balances, journals, reconciliation and operational exceptions.
  • Maker-checker approvals, audit events and operational reporting concepts.

Example workflow

Capture a customer request → validate identity and eligibility → apply product rules → route required approvals → update account records → produce an auditable outcome.

Integration considerations

Customer channels, payment services, general ledger, identity providers, data services and incumbent core systems. Confirm supported APIs, migration tools and posting semantics during discovery.

Intended outcome

More consistent account operations and a phased path to modernisation, subject to the implemented scope.

Product 02 / Digital experience

Digital Banking

Digital journeys for retail and corporate customers, supported by reusable identity, service and integration patterns.

Web & mobileOnboardingSelf-serviceOpen APIs
Capabilities, workflows & integration

Capability areas

  • Customer onboarding and profile maintenance journeys.
  • Account views, transaction history, payment initiation and service requests.
  • Corporate user roles, entitlements and approval journeys.
  • Accessible responsive experiences and notification patterns.

Example workflow

Authenticate → select service → validate permissions and policy → submit request → route approval if required → show status and confirmation.

Integration considerations

Core banking, IAM, CRM, payment orchestration, notification providers and fraud controls. Channels and journeys require institution-specific design and testing.

Intended outcome

Clearer digital journeys and reduced fragmentation across customer touchpoints.

Product 03 / Money movement

Global Payments

A payment orchestration and operations concept for connecting initiation, routing, processing status and reconciliation.

Payment routingCross-borderExceptionsReconciliation
Capabilities, workflows & integration

Capability areas

  • Payment initiation, validation, routing rules and status tracking.
  • Domestic and cross-border payment workflow design.
  • Sanctions and fraud screening integration points.
  • Settlement monitoring, reconciliation, returns and exception queues.

Example workflow

Receive instruction → validate format and authority → apply controls → select configured route → submit to connected provider → track status → reconcile and resolve exceptions.

Integration considerations

Bank payment hubs, SWIFT and local rails where supported, card/payment providers, screening tools, liquidity services and ledger systems. Rail participation, certification and geographic coverage must be verified.

Intended outcome

Improved visibility across payment operations and exception handling; no claim of universal rail connectivity is implied.

Product 04 / Financial markets

Treasury & Capital Markets

Workflows for liquidity, cash positions, treasury activity and market operations.

Cash & liquidityFX workflowsPositionsMarket data
Capabilities, workflows & integration

Capability areas

  • Cash position aggregation and liquidity visibility.
  • Treasury deal capture and lifecycle workflow concepts.
  • Market data ingestion and valuation integration points.
  • Limits, approvals, exception monitoring and treasury reporting.

Example workflow

Ingest position and market data → calculate or retrieve exposure → check configured limits → route an action for approval → update the operational record → report the result.

Integration considerations

Core banking, payment systems, market data providers, trading platforms, risk engines and finance/ledger systems. Product coverage and valuation models need confirmation.

Intended outcome

More connected treasury workflows and consolidated operational visibility.

Product 05 / Investments

Wealth & Investments

Investment and wealth operations spanning portfolio workflows, advisory support and custody-related processes.

Portfolio viewsOrdersCustody workflowsReporting
Capabilities, workflows & integration

Capability areas

  • Portfolio and holdings aggregation.
  • Investment proposal and advisory workflow concepts.
  • Order lifecycle, trade status and exception handling.
  • Custody, position and performance reporting integration points.

Example workflow

Collect client and portfolio context → run configured checks → prepare proposal or instruction → route approvals → connect to relevant execution/custody systems → report status.

Integration considerations

Custodians, brokers, market data, portfolio accounting, suitability/risk tools and client channels. Regulated advice, execution and custody capabilities must be assessed by jurisdiction.

Intended outcome

Connected investment operations and clearer client/operations visibility.

Product 06 / Controls

Risk & Compliance

Control workflows and monitoring concepts that connect policies, cases, evidence and accountable decisions.

KYC / AML integrationsRisk casesRegulatory reportingAudit
Capabilities, workflows & integration

Capability areas

  • Case management for alerts, reviews, investigations and escalations.
  • Policy rules, control ownership and evidence capture.
  • Risk indicators, exception queues and management reporting.
  • Regulatory data preparation and reporting integration points.

Example workflow

Receive alert or event → enrich with permitted data → prioritise under configured rules → assign reviewer → document decision and evidence → escalate or close with an audit trail.

Integration considerations

Screening providers, transaction monitoring, identity, data platforms, case tools and regulatory reporting systems. Compliance outcomes depend on controls, data quality and institution validation.

Intended outcome

More traceable control processes; the platform itself does not guarantee regulatory compliance.

Product 07 / Customer operations

Service & Complaints

A structured lifecycle for service requests, complaints, disputes and customer communications.

Case lifecycleSLA trackingDisputesRoot-cause insights
Capabilities, workflows & integration

Capability areas

  • Case intake, classification, ownership and priority.
  • Service-level timers, escalation and work queues.
  • Complaint evidence, correspondence and resolution tracking.
  • Trend reporting and root-cause categorisation.

Example workflow

Receive case → classify and acknowledge → assign owner and SLA → gather evidence → resolve or escalate → communicate outcome → capture root cause.

Integration considerations

CRM, contact centre, email/SMS providers, digital channels, payment disputes and document management. Data retention and complaint deadlines require jurisdiction-specific configuration.

Intended outcome

Clearer ownership, customer communication and management oversight.

Product 08 / Shared intelligence

Data, AI & Agent Operations

Governed data and AI workflow concepts for cross-domain insight, assistance and controlled task execution.

Canonical modelData qualityAI agentsHuman approval
Capabilities, workflows & integration

Capability areas

  • Data ingestion, quality checks, lineage and domain models.
  • Operational and analytical data services and API/event access.
  • Retrieval-augmented knowledge and domain agent patterns.
  • Policy-bounded actions, human approval, monitoring and audit events.

Example workflow

Receive request → retrieve authorised context → produce recommendation → evaluate policy and risk → obtain human approval when required → execute through approved tools → record evidence.

Integration considerations

Data stores, streaming, API gateways, identity, workflow engines, model providers and observability platforms. Model choice, hosting, data residency and evaluation are institution-specific.

Intended outcome

More contextual decision support and automation with explicit oversight—not unsupervised control of critical financial actions.

Buyer note: The capabilities above describe the intended product scope and example workflows for discovery. They do not certify that every feature, connector, payment rail, regulatory report or AI agent is currently implemented or production-ready. Ask Solleti for a verified capability matrix and demo scope.
Discuss your requirements ↗
For enterprise buyers

From first discussion
to a scoped evaluation.

Help your architecture, business, security and procurement teams assess fit through a structured discovery process.

STEP 01

Share the use case

Identify the product domains, business problem, target users, geography and incumbent systems.

STEP 02

Map the architecture

Discuss data flows, APIs, security boundaries, deployment preferences and external dependencies.

STEP 03

Validate capabilities

Agree a product-by-product capability matrix, demonstrable scope, assumptions and gaps.

STEP 04

Define the next step

Plan a tailored demo, technical workshop, proof of concept or commercial discussion as appropriate.

Request an enterprise discussion ↗
Start a conversation

Let’s design your next financial platform.

Tell us what you’re modernising, connecting or building. We’ll use the conversation to explore where Solleti could fit.

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