Technology & business consultancy · Financial services
We build the systems financial services run on.financial services
Excro is a technology partner for insurers, mortgage businesses and companies that move money. We find the work that’s slowing you down and build specialised software to fix it: scoped tightly, built properly, handed over cleanly.
30 minGoogle MeetNo costLive slots on Google Calendar
- Write to us
- ibrahim@excro.com
- Who we help
- Insurance, mortgage, payments and cards
- How it starts
- 30-minute call, then a written plan
- The Kickstation
01Who we work with
Built for the businesses behind the money.
We focus on financial services, so the first conversation is about your business, not about teaching us how it works.
All industries| Carrier | Annual | Deductible | Status |
|---|---|---|---|
| Carrier A | $2,418 | $1,000 | Recommended |
| Carrier B | $2,605 | $500 | Quoted |
| Carrier C | $2,290 | $2,500 | Quoted |
| Carrier D | N/A | N/A | Referred |
Less re-keying. Faster quotes. Cleaner books.
Insurance runs on documents, carrier portals and spreadsheets that don't talk to each other. We connect them, so your team spends its time on clients instead of copying data between systems.
Insurance: how we help- Application
- Documents
- Lender submission
- Conditions
- Funded
- Employment letter Verified
- Pay stubs (2 most recent) Verified
- Tax returns (2 yrs) Reminder sent
- Down payment history Reminder sent
- Closing
- Nov 28
- Next action
- Chase tax returns
From application to funding, without the chasing.
Mortgage files are a long chain of documents, conditions and hand-offs. We build the tooling that keeps every file moving and every party informed, on top of the systems you already use.
Mortgage: how we help
A financial backbone you can trust and build on.
When money moves through your product or operations, spreadsheets stop scaling. We design and build the core: ledgers, payment flows, reconciliation and reporting, so finance and product share one accurate picture.
Financial infrastructure: how we helpEarned vs. default card
+$1,284
- Cloud hostingCard B3.0%
- Ad platformCard A2.0%
- AirlineCard C4.0%
- Office supplierCard A1.5%
Make every dollar of card spend work harder.
Card spend is one of the few costs that can also pay you back. We help businesses see where spend goes, route it to the right cards, control it with policy, and, where it makes sense, launch a card program of their own.
Card spend and rewards: how we help02What we build
Strategy to shipped software, one small team.
The people who scope your project are the people who build it. Five capabilities, used in whatever mix the problem needs.
Explore services- 01Discovery and technical strategyFind where technology will actually move the business, before anything is built.
- 02Product and platform engineeringProduction software for your clients, your partners or your own team.
- 03Integrations and dataMake the systems you already pay for work together.
- 04Workflow automation and AITake repetitive, error-prone work off your team's plate.
- 05Launch, handover and supportShip it properly, then keep it healthy.
A workflow, end to end
What an engagement actually builds.
One sample engagement, from the first map to live numbers. Scroll through it; the picture builds as you go.
Step 01 · Week 1
Map the work
We sit with the people doing the work and map the workflow as it actually runs, flagging the manual steps that cost the most time.
Step 02 · Weeks 2–3
Connect the systems
The tools you already pay for (CRM, email, your core system, the bank) get connected into one operating layer, so data is entered once.
Step 03 · Weeks 3–6
Automate the busywork
Routine items flow through on their own. Anything uncertain goes to a person, with the reason shown and a log of every decision.
Step 04 · Ongoing
See it working
Live numbers on what was handled automatically, what's waiting and what changed. Documented and handed over, so it's yours.
Workflow map
03How we work
Clear steps. No surprises.
Every engagement follows the same shape, so you always know what happens next and what it costs.
Our approach- 0130 minutes
Intro call
Tell us what's slowing the business down. We'll ask a lot of questions and tell you honestly whether we're the right people to help.
- 021–2 weeks
Discovery
We map the workflow, the systems and the constraints, then write up a plan with scope, timeline and cost you can hold us to.
- 03Weekly increments
Build
Working software early and a demo every week. You see progress in your own environment, not in a slide deck.
- 04Ongoing, if you want it
Launch and handover
We deploy, document and train your team, then stay on for support and improvements, or hand over cleanly.
04Why Excro
A partner you can hand the keys to.
We're a young agency, and we'd rather earn trust with how we work than with claims. Here's what you can hold us to.
- 01
Fluent in financial services
Our team has built products inside fintech companies. We understand how money moves, and the compliance and risk questions that come with it.
- 02
Small and senior
You work directly with the people designing and building your system. No hand-offs to a junior team after the sale.
- 03
Problem first
We start from the business outcome and pick the simplest technology that gets you there, off the shelf included.
- 04
Built to hand over
Documented, tested and deployed in your environment where possible. You're never locked in to us.
- 05
Careful with data
Least-privilege access, NDAs before details, and privacy designed in from the start with your compliance team in mind.
Start a conversation
Have a problem worth solving? Let’s talk it through.
A 30-minute call with the people who would do the work. No pitch deck, no obligation. You'll leave with an honest view of what's possible.
30 minGoogle MeetNo costLive slots on Google Calendar