What We Do

Transforming the Digital Experience for Financial Service Firms

We empower banks, insurance firms, wealth managers, and lenders to streamline operations, tackle compliance, and boost client engagement with enterprise-grade software built for their specific needs.

Banking

Banks can deliver a flawless digital experience that deepens customer relationships, builds trust, and fuels customer loyalty with:

  • Cross-channel self-service.
  • Automated experiences for your customers.
  • Personalized service on any channel.
  • Integrated experiences across service, sales, and marketing.
  • High-level visibility of your customers and their financial outlook.
  • Seamless and secure digital experiences with personalized interaction and support.

Private Equity

Transform the digital experience managing portfolio companies and funding, making it possible to:

  • Manage financial and operational data seamlessly.
  • Drive value creation while ensuring regulatory compliance.
  • Streamline reporting, diligence, and internal workflows.
  • Accelerate productivity across investment and ops teams.
  • Strengthen portfolio performance, visibility, and investor confidence.

Wealth Management

Management organizations can turn data and customer profiles into their competitive advantage with digital solutions that:

  • Transform client data into actionable insights
  • Inform your wealth management approach
  • Deliver a frictionless end-to-end digital experience.

Mortgage & Lending

Reduce the sticking points throughout the traditional mortgage application process and increase conversion rates with customer-centric applications that:

  • Simplify the mortgage process and gain customer loyalty.
  • Provide a seamless loan experience.
  • Accelerate your business’s growth and become more efficient.
  • Offer more transparency and self-service options through the lending experience.
  • Streamline the digital lending experience across channels.

Problems We Solve

Solving the Real Barriers to Digital Transformation in Financial Services

From outdated technology to disconnected systems, we help financial institutions eliminate the friction that holds them back. The result? Faster operations, sharper insights, and digital experiences that build trust and drive growth.

Manual Workflows Increase Risk Automate your processes and support compliance through scalable digital tools.
Siloed Systems Block Visibility Integrate data sources and unify platforms to power real-time decision-making.
Legacy Platforms Limit Growth  Modernize infrastructure to unlock agility, scalability, and innovation.
Subpar Client Experiences Create Churn Deliver seamless, secure digital touchpoints that earn trust and build loyalty.
Compliance Requirements Add Complexity Ensure your systems align with financial regulations like FINRA, GDPR, and HIPAA to reduce legal risk.
Data Security Is Non-Negotiable Implement robust security architecture with encryption, role-based access, and audit trails to protect sensitive data.
Our Signature Approach

Digital Transformation That Moves the Metrics That Matter

Financial services firms don’t need more software—they need smarter, secure, compliant solutions. At LaunchPad Lab, we tailor every engagement to accelerate growth, reduce risk, and deliver measurable business impact.

  • Discovery Before Development

    Uncover the true business drivers of transformation—like cost reduction, compliance efficiency, or client acquisition—through stakeholder interviews, workflow mapping, and regulatory assessment.

  • Design for Business Impact

    Map every user flow to a core financial metric, whether it’s AUM growth, onboarding time, or regulatory adherence–ensuring every screen and touchpoint ties directly to your specific ROI.

  • AI-First Product Development

    From automated workflows to Agentforce-powered digital assistants, we leverage AI for velocity—boosting operational efficiency, driving faster decisions, and reducing manual overhead for our team and yours.

  • Custom Tech Stack, Built Secure & Compliant

    We choose tools that align with your business model and regulatory requirements—ensuring scalability, auditability, and long-term platform integrity for your organization’s success.

  • Agile Execution with Enterprise-Grade Security

    Rapid sprints deliver working software fast—backed by encrypted data flows, role-based access controls, and architecture aligned to GDPR, FINRA, and other key standards.

  • Cross-Functional Collaboration

    Our designers, engineers, and strategists work side-by-side with your internal teams—embedding knowledge, aligning to your objectives, and accelerating speed to value.

Inspira Financial

Discover how Inspira Financial improved the client experience and streamlined operations with two distinct Salesforce-integrated custom portals

View Case Study

Discover how Summit Trail Advisors streamlined operations, reduced manual tasks, and created a single source of truth with Salesforce integration.

View Case Study

Discover how Ironhorse Funding built a secure credit application allowing consumers to pre-qualify for financing or refinancing a wide range of vehicles.

View Case Study

Discover how a leading lender used AI process automation to streamline callback handling, eliminate manual workflows, and improve operational efficiency.

View Case Study

See how a wealth management firm enhances the philanthropic funding experience and improves transparency with a Salesforce-backed app.

View Case Study
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Frequently Asked Questions

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Accelerate Digital Transformation for Your Financial Firm

Book your consultation to see how custom software can drive growth and efficiency.