Advice Technology, Done Properly.

Aligning business and technology to unlock efficiency

Driving smarter financial services through technology

Fintech Strategic Partners is an independent financial services technology consulting business specialised in process improvement, automation, and data analytics.

We help forward-thinking financial services firms turn strategy into action through expert consulting, automation, training, and ongoing education. Whether you are seeking pre-built solutions that can be easily configured to your specific needs or require a fully customised solution tailored to your unique requirements, our team has the expertise and flexibility to deliver results.

Explore our services

Business Consulting

Advice Docs

Advice Strategic Text

Xplan Training

What sets us apart is our deep commitment to understanding your business goals and challenges

About FinTech Strategic Partners

Why work with us

We deliver intelligent, innovative solutions that create measurable efficiency, enable scalable growth, and drive meaningful business transformation, ensuring technology delivers real, lasting value.

Innovate

We challenge conventional approaches, leveraging modern technology, automation, and data to unlock smarter ways of working.

Intelligent

We apply deep industry expertise and data-driven insight to deliver practical, tailored solutions that support confident decision-making.

Transformative

We focus on outcomes, not just solutions, helping organisations evolve their processes, capabilities, and performance at scale.

Before working with FinTech, we were spending too much time manually adjusting our SOA templates and trying to bridge gaps between Xtools+ outputs and real-world client scenarios. After implementing their recommendations, our SOA turnaround times have improved significantly, and the process feels far more streamlined and consistent.
The Xtools+ training also helped our team build confidence and apply the modelling correctly in practice.

Senior Associate Adviser

Before working with FinTech, we were heavily reliant on using outsourced paraplanning solutions. FinTech helped us to implement a streamlined XPlan-based SoA Wizard that has allowed us to make our internal paraplanning efficient. Their assistance, training and time / patience during the implementation of this was invaluable. Their continued trouble-shooting availability is very much appreciated.

Practice Leader

Ready to Get Started?

Speak with our team to explore your requirements and see how our solutions drive smarter, more effective ways of working.