BCP Global:
Tailored WealthTech solutions
One platform. Three flexible delivery models
Delivery Models
APP
Ready-to-use, customizable experience
A turnkey solution under our platform or with your own brand. Ideal for financial institutions looking for a complete investment experience with minimal technical effort.
Ideal for: Institutions that want to launch quickly with a comprehensive digital solution.
- 100% functional web and mobile app
- Brand and product customization
- Onboarding, investing, trading, and notifications in one place
- Short implementation time, without major development work
WIDGET
Integrate Our Module into Your Channels
Incorporate our investment module within your current website or app, keeping the customer experience on your own digital channels.
Ideal for: Institutions that prioritize speed of implementation and want to keep their platform as the sole channel.
- Fast implementation
- Visually adapts to your channel
- Preserves your brand identity and user flow
- Doesn't require complex technical development
API
Build Your Own Experience
A robust set of APIs that allows you to integrate investment functionalities directly into your systems with maximum flexibility.
Ideal for: Institutions with technical capacity that seek full control and customizable experiences.
- High customization
- Control over the customer journey
- Endpoints for onboarding, investing, notifications, and more
- Designed for enterprise scalability
Our Working Method
We accompany you at every stage with our consultative process
We don't just deliver technology; we become your strategic partner to launch, scale, and grow your digital wealth management business
PHASE 1: Strategic Planning
We work with you to understand your objectives and design a tailored plan, considering the market, regulations, and target audience.
• Strategic alignment.
• Selection of the delivery model.
• Regulatory and brand review.
PHASE 2: Technological Implementation
From design to launch, our team guides you step-by-step. We deliver functional platforms in weeks or a few months.
• Full-service implementation.
• Multi-custodian, multi-product, and multi-language configuration.
• Intuitive mobile and web platform.
PHASE 3: Scaling and Continuous Support
After launch, we help you grow. From marketing materials and training to technological evolution and analytics.
• Dedicated account manager.
• Commercial materials and training.
• Continuous innovation and analytical dashboards.
How do we do it?
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PHASE 1: ANALYSIS AND PLANNING
Project Management:
● Design and Strategic Planning: Develop a project tailored to your goals and business objectives, and follow a strategic plan from concept to launch with our specialized team, ensuring a clear roadmap for successful implementation.
Relationship Management:
● Strategic Support:
Our dedicated team understands the market and local requirements, so we are ready to foster strong, strategic partnerships in your language (Spanish, English, Portuguese).
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PHASE 2: DEVELOPMENT AND IMPLEMENTATION
Comprehensive financial solutions:
● Asset management & investment: Offering a diverse range of financial products tailored to various risk profiles.
● Digital platform integration: Enhancing user experience and operational efficiency with advanced digital financial solutions.
Digital Solution:
● Digital onboarding: Smooth, convenient client initiation into financial services.
● Automated email and push notifications: Guide clients through the onboarding process and keep them updated via the app.
● Automated operations: Streamlining transactions for greater efficiency and accuracy.
● Mobile and web applications: Intuitive platforms for on-the-go financial management.
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PHASE 3: DEPLOYMENT AND ONGOING SUPPORT
Engagement and Support:
● Ongoing Support: Dedicated support team ensuring client and advisor satisfaction, complemented by AI-driven assistance.
Prime Services:
● Daily Operational Support: Efficient account management and operational assistance.
24/7 IT Maintenance:
● Continuous System Monitoring: Ensuring uninterrupted IT operations.
Security and Compliance:
● Enhanced Security Protocols: Robust measures to protect client data and transactions.
● Compliance Management: Tools and support for financial regulations and compliance.
Operational Excellence:
● Backend Support and Reporting: Comprehensive data management, reporting, and analytics.
● Platform Maintenance and Upgrades: Continuous improvement for better reliability.
Growth:
● Marketing and Sales Support: Strategic services and collaterals for business growth and client acquisition, along with training and seminars for the entire team.
● Continuous Innovation: Constant development to stay ahead in the fintech landscape.
● Data analytics: Deep insights into user engagement and behavior tracking.
Is this solution right for your financial institution?
Explore our demo platform and see what the experience would be like within our ecosystem
Try the Experience