bolt The Future of Financial Intelligence is Here

Undebt® your credit-challenged clients. Turn them into closed deals.

Soft pull their credit, build a personalised AI game plan, track progress monthly. 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 on this list 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 Live Segment Tracking (Prime, Near-Prime, Subprime)
  • check_circle Automated 'Needs Your Attention' alerts
  • check_circle Direct CRM integration for Case Management
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

Coming Soon

Ecosystem Routing

Coming Soon

Professional CRM

Warm/Hot Leads

Coming Soon
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
trending_flat
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
trending_flat
Efficiency
+45% ROI
WS
Wanda Smith
Financial Trustee

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

Manual Work
15 hrs/wk
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Automation
Full Sync

Simple, Transparent Pricing

Start free. Scale when you're ready. No hidden fees, no surprises.

Free forever

Freemium

$0

No credit card required

  • check2 clients maximum
  • checkOne-time credit pull per client
  • checkAI game plan generated once
  • checkBasic dashboard
  • checkSingle user seat
  • removeNo monthly refresh
  • removeNo alerts
  • removeNo Stripe markup
Get started free

Try before you commit

Most popular

Individual

$25/client/mo

No platform fee — pay only for active clients

trending_upSet your own price. Charge clients what you choose — keep the difference.

  • checkUnlimited clients
  • checkMonthly automated credit refresh
  • checkAI game plan updated monthly
  • checkFull dashboard + bracket tracking
  • checkAutomated alerts and notifications
  • checkClient insights and progress tracking
  • checkStripe integration — bill clients directly
  • checkSingle user seat
Get started

No platform fee. Cancel anytime.

For teams

Enterprise

$20/client/mo

Per active client, billed monthly

receipt_long + $399/month platform fee

trending_upSet your own price. Attach your Stripe, bill clients directly — keep the difference.

  • checkUnlimited clients + team seats
  • checkMonthly automated credit refresh
  • checkStripe integration — bill clients directly
  • checkCRM integrations (Velocity, HubSpot)
  • checkTeam-wide dashboard + reporting
  • checkRole-based access + audit logs
  • checkWhite label available
  • checkPriority support + account manager
Book a demo

White label from $1,500 setup + $200/mo

FiKonnect pays for itself

You set the markup. You keep the difference. Here's what that looks like at a $15 margin per client.

10 active clients
+$1,800/yr
markup revenue
25 active clients
+$4,500/yr
markup revenue
50 active clients
+$9,000/yr
markup revenue

Equifax and TransUnion charge CAD $20/month for a bare credit report. FiKonnect gives you AI game plans, monthly refresh, full CRM, and bracket alerts — starting at $25/month.

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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Who is FiKonnect built for?

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What is a soft pull and why does it matter?

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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