bolt The Future of Financial Intelligence is Here

Turn credit-challenged clients into closed deals.

Soft pull their credit, build a personalised AI game plan, track progress weekly. When they're ready, we help you close the mortgage, the insurance, the loan — everything that follows.

Book a Demo See How It Works
Credit Score trending_up
725
+24 pts since Oct
smart_toy
Fi Assistant
Should I pay off my car loan or credit card first?
Paying your credit card first saves $240/mo in interest.
Simulation: Alex Chen
Probability 85% Match
Recommendation: Reduce credit utilization for better rates.
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Platform Dashboard Interface
account_balance Bank Trust
shield SecureFi
payments PrimeLend
analytics DataMetrics
universal_currency GlobalCapital
Enterprise Solutions

Built for Financial Professionals

Every professional has clients whose financial health determines whether a product closes. FiKonnect gives them the visibility and tools to manage those clients — and close them when they're ready.

Built for: Mortgage Brokers · B and C Lenders · Collection Agencies · Trustees · Insurance Advisors · Real Estate Agents · Income Tax Consultants · Debt Management Professionals · RRSP and RESP Planners · Credit Card Lenders
  • check_circle Soft pull client credit data — no hard inquiry, no credit impact
  • check_circle AI game plan generated instantly for every client
  • check_circle Live Segment Tracking (Prime, Near-Prime, Subprime)
  • check_circle Automated 'Needs Your Attention' alerts
  • check_circle Direct CRM integration for Case Management

When they qualify, FiKonnect helps you execute the next step — mortgage, insurance, lending, and beyond.

Explore the Ecosystem
Professional CRM Dashboard

One Ecosystem. Every Decision.

See how our intelligent connected ecosystem transforms financial management.

AI Game Plans

950+ Simulations

Run every possible scenario. See exactly how paying down specific debt affects FICO factors instantly.

Personal Chatbot

Ecosystem Routing

Professional CRM

Warm/Hot Leads

Platform Capability Display
950+
Simulations
Soft Pull
No Hard Inquiry
6
Exclusive Features
24/7
AI Support

Transformation Stories

HW
Hannah Ward
Mortgage Broker

"I used to lose 40% of my leads because their credit wasn't ready. Now, I activate them on FiKonnect, and the platform manages them until they hit 720. I've closed 12 additional deals this quarter alone."

Lead Status
Unqualified
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Result
Closed Deal
DR
David Rossi
Portfolio Lender

"The bird's-eye view CRM is incredible. I can see exactly which subprime segments are trending upward and reach out with a pre-approval the moment they cross the threshold."

Pipeline
Stagnant
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Efficiency
+45% ROI
WS
Wanda Smith
Financial Trustee

"Managing credit rebuilding for clients was always a manual nightmare. FiKonnect automates the weekly refreshes and gives them a clear game plan they actually follow."

Manual Work
15 hrs/wk
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Automation
Full Sync

Simple Pricing. No Platform Fee.

Simple, transparent pricing — $20 per month for each active customer on the platform.

PER CUSTOMER
Per Customer
$20
billed monthly
  • check_circle Soft pull, no hard inquiry on your client
  • check_circle Full AI game plan generated per client
  • check_circle Weekly automated credit refresh
  • check_circle Professional CRM and client communication tools
  • check_circle 950+ simulation scenarios
  • check_circle Built-in Stripe integration — collect your own markup directly from your client
  • check_circle No seat fees. No lock-in. Pay only for active customers.
Book a Demo

Frequently Asked Questions

How is this different for my business?

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What makes the "950+ Simulations" different?

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Can I charge my clients for the service?

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Built for financial professionals who want to stop losing clients to a credit gap.

Join thousands of professionals who are taking control of their client pipeline with FiKonnect's connected ecosystem.

Book a Demo