Regulated.
Automated.
Audit-ready.

Financial institutions operate under constant regulatory pressure—while still needing to innovate, scale digital services, and improve customer experience. SoftProject provides banks, insurers, and financial services firms with a secure integration and automation foundation that enables compliance, efficiency, and speed—without replacing core systems.

Discover what you can achieve:

Why financial services firms struggle to scale digitally

Many financial services organisations are still built on decades of technical debt. Core banking platforms from the 1990s, countless point-to-point integrations, and data scattered across hundreds of applications create fragile architectures that are hard to change—and even harder to govern. At the same time, regulatory requirements are accelerating. Frameworks such as DORA, Basel IV, and the EU AI Act demand full traceability, auditability, and transparency across data and processes—capabilities that traditional IT landscapes were never designed to provide. The result is slow time-to-market, high operational cost, and increased compliance risk. The root cause is not regulation itself, but fragmented data, brittle integrations, and the absence of a shared process and governance layer.

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Data protection

Governed integration & automation for financial services

SoftProject delivers a unified platform for process automation, system integration, and metadata governance, purpose-built for the regulatory realities of financial services. Without replacing core banking or insurance systems, SoftProject creates a controlled integration layer that connects data, processes, and APIs across the organisation. From KYC and AML workflows to payment processing and regulatory reporting, SoftProject enables institutions to operate efficiently—while remaining audit-ready at all times.

Results you can expect:

  • Automated regulatory reporting with complete audit trails
  • KYC/AML workflow automation with full documentation
  • Real-time synchronisation of core banking data
  • Master Data Management for customer and counterparty records
  • Secure API management for open banking and partners
  • Data catalogue with end-to-end lineage for compliance

Companies that strengthened their processes with SoftProject

Real feedback. Real results.

Logo LBPAM

Philippe PROVOST

La Banque Postale Asset Management

“In order to implement automated scans of our data wells, track the evolution of certain KPIs over time, and make appropriate decisions based on trends, we chose the Data Catalog solution from Phoenix for its know-how and proximity.”

The future of fiancial services with SoftProject

Execute business processes with speed and reliability.

X4 BPMS enables organizsations to model, automate and run business processes efficiently in daily operations. By combining human tasks, integration and process logic, X4 BPMS ensures consistent execution, faster throughput and sustainable operational improvement.

Phoenix

Turn business processes into an enterprise backbone.

Phoenix enables organizations to orchestrate end‑to‑end business processes across people, systems and data. By embedding governance, transparency and control, Phoenix transforms complex workflows into a scalable and manageable operational backbone.