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As challenging times continue to evolve, organizations are envisioning an interconnected and collaborative business model that simplifies processes and optimises performance.

However, the lengthy and complicated procedures associated with Banking & Finance needs may pose risks to your organization’s agility and pace of change.  

With long-standing experience in banking, credit, insurance, and finance, our team of specialists can work closely with you to simplify your banking needs – from opening a business account to providing advice on due-diligence matters.

Banking & Financial Services



How can CX Financia help?

CX Financia helps organisations by providing an integrated, holistic solution to banking and finance services.

Our full range of Banking & Finance services includes:

  • Introductory services to reputable banks
  • Opening/closing bank accounts
  • Liaise with the banks for the accounts’ good standing.
  • Due diligence consulting services
  • Set up and management of online banking facilities
  • Provision of bank signatories

Our client base includes a diverse range of financial services firms such as Investment Firms, Wealth Management companies, Forex, Asset Managers, and Electronic Money Institutions.

We can work with you to help you manage your banking services.