Custom Automation, Complete Compliance

Mako acts as a trusted advisor throughout your digital transformation process, ensuring your firm meets compliance requirements using all necessary workflows and automatic audit trails.

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 Staff at Mako Fintech Staff at Mako Fintech

Working with Mako Fintech

Whether you have an existing system with multiple integrations or have been working manually, our team can design a custom solution to meet your unique needs. That means our customers only pay for the features they need.

When your team decides to work with Mako, it takes only a matter of weeks to deploy your custom solution. Clients are very engaged throughout the configuration phase, as they receive incremental releases for testing, rather than feeling overwhelmed at the very end of the implementation with everything to test all at once.
This approach allows our team to be nimble throughout the process and ensures the highest quality implementation with the most efficient use of your staff resources.

Here’s what the integration process looks like:

Business Process Review & Statement of Work

Our team will analyze all of your forms, documents, business requirements and rules. This analysis will yield a formal BPR and SOW for review.

Feedback, Validation & Scoping

We’ll have a validation call together, including all of your key stakeholders. Your team will be presented with a proposed solution, including necessary diagrams.

Configuration & User Acceptance Testing (UAT)

Our Solutions Engineers will create your portal, and configure your custom workflow automation, including any specific white labeling and settings. During this phase, implementation is incremental and customers are engaged in iterative testing.

Final Delivery & Launch

Our team will provide access to the newly configured environment after UAT is completed and all requirements listed in the SOW are met. Client engagement in Step 3 ensures that all workflows are operating as planned, and projects are implemented on time and on budget.

Read more about Mako's implementation process

Perfecting Wealth Tech Implementation Practices: An Interview With Expert Sheila Chau

In this interview, Sheila Chau shares her story about how she became an expert in wealth technology, thoughts on how the implementation of wealth management software has evolved, and advice for firms who are thinking of going digital.

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System Integrations

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Don’t see your preferred solution? No problem. Contact us to see how we integrate with your existing systems.

“Mako Fintech takes a collaborative approach to client solutions. As such, this Edmonton firm was able to guide the Mako team to get a system designed to cater to their processes.”
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Frictionless Form-Automation for Everything in Finance.

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