Process Automation

Automate Workflows. Accelerate Growth.

We help WealthTech platforms streamline manual operations with secure, scalable automation systems, designed for speed, accuracy, and compliance.

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Make Efficiency Your
Competitive Edge

In the world of WealthTech, small inefficiencies add up fast. Manual reconciliations, repetitive compliance checks, and data transfers between systems. At Mindstack, we design automation workflows that eliminate these repetitive tasks and let your teams focus on higher value work.

From investor onboarding to transaction processing and reporting, we bring process automation and event driven architecture to simplify your day to day operations.

Investor Onboarding

Automate CKYC, PAN validation, and document workflows for faster activation.

Transaction Reconciliation

Match RTA, bank, and exchange data automatically for accuracy and speed.

Commission & Payouts

Generate and distribute commission reports and payout summaries instantly.

Compliance Alerts & Reports

Automated notifications for audit, FATCA, and SEBI compliance events.

Portfolio Monitoring

Continuous portfolio checks and alerts for threshold breaches or risk exposure.

Communication & Notifications

Smart triggers for investor updates via WhatsApp, email, and push notifications.

Our favorite part:
the tech stack

In today’s time, web applications are real-time and data-driven with the least latency and higher performance. With our tech stack, we build such applications for you that are seamless, scalable, and match your project needs.

From Manual to Autonomous Step by Step.

We believe in automating with precision. Every process we automate is carefully mapped, tested, and secured to ensure data integrity and reliability.

Process Discovery

Identify bottlenecks and define automation goals with your operations team.

Workflow Design

Map end to end flow using event triggers, APIs, and approval checkpoints.

Automation Development

Implement scripts, schedulers, and bots with proper logging and tracking.

Testing & Validation

Simulate real world conditions to ensure accuracy and fail safety.

Monitoring & Optimization

Set up dashboards and alerts for continuous improvement and uptime tracking.

They delivered a great site that’s already seeing a high conversion rate. While it’s challenging to make a financial firm look engaging and fun, they’ve managed to pull it off in their delivery of our website

Priya Malani,

Founder of Stash Wealth

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I would recommend them for highly technical projects which also need creative and solution-oriented thinking.

Sean Singh,

Product Design & Technology Consultant

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Our focus is always on the bigger picture

At Mindstack, we focus on the bigger picture and think of the product as the soul that lives in code. Technology is surely important. But a product as a whole is more than just technology. Consumer perception, market feasibility, competitive landscape, value proposition, and long-term product vision – we take all those factors into account before we write a line of code.

Success stories

It’s not a success if there’s only one winner

We have worked relentlessly to step up our game and enter the competitive realm, and the benefit was never ours alone. Our success stories are comprised of our clients’ success stories, and that’s something we massively cherish.

Edelweiss - Finsens

Finance planning mobile app

Finsens is a financial tracking and planning app by Edelweiss. it uses specific algorithms to suggest the mutual funds where you need to invest in order to achieve your financial goals.