Home
    • Infrastructure for

      A modular Fintech infrastructure platform you can build on

      AccountsCardsCompliance
    • Ways to use Integrated Finance

      Your product, our infrastructure. Explore Infra and Infra PLUS

      Infrastructure PLUSInfrastructure
    • API docs

      Comprehensive guides and documentation

    • Developer community

      Build better, together

    • Access sandbox

      Review, scope and test

    • Support hub

      Find the answers to your questions

    • About us

      Our founders and our story

    • Careers

      Join the Integrated Finance team

    • Press hub

      See what we’ve been up to lately

    • Insight hub

      Thinkpieces, blog posts and more

    • Industries

      Financial infrastructure for digital banks, lenders and investment fintechs

    • Case studies

      Our selection of customer stories

    • Connections

      Our current and future integrations

    • Articles
    • Blogs
    • e-Books
    • Reports
    • FAQs
  • Building blocks
Tell me more
  • Building blocks
  • Clients
    • Client lifecycle management

Building blocks

  • Accounts
    • Ledger
    • Financial orchestration
    • Sub-accounts
    • Wallets
    • Custom transaction flows
  • Banking integrations
    • Modulr
    • ClearBank
    • Currencycloud
    • Railsr
    • LHV
  • Clients
    • Onboarding data management
    • Client pricing management
    • Client lifecycle management
  • Onboarding integrations
    • Sumsub
  • Transfers
    • Incoming transfers
    • Outgoing transfers
    • Internal transfers
  • Screening integrations
    • ComplyAdvanatge screening
  • Monitoring integrations
    • ComplyAdvantage monitoring
    • Flagright monitoring

Client lifecycle management

Effective client lifecycle management can optimise service delivery and sustain client relationships. Here you can discover practical use cases and technical components you’ll need to manage clients effectively.

  • How to migrate verified client data?
  • How to suspend client accounts?
  • How to set up different client pricing plans?
  • How to set up tiered pricing based on transaction amounts?
  • How to perform a KYC refresh on clients?
  • How to set up pricing for incoming transfers?
  • How to set up pricing for outgoing transfers?
Home
Company
  • About
  • News
  • Careers
  • Contact us
Platform
  • Infrastructure for cards
  • Infrastructure for accounts
  • Infrastructure for compliance
  • Ways to use Integrated Finance
  • Infrastructure
  • Infrastructure+
Developers
  • Documentation
  • Getting started
  • Community
  • Status page
Resources
  • Insights hub
  • Support hub
  • Building blocks
  • Facebook
  • Twitter
  • Linkedin
  • Youtube
  • Instagram

I.F. Technology Limited Trading as Integrated Finance is a UK registered business.

  • Facebook
  • Twitter
  • Linkedin
  • Youtube
  • Instagram
  • © Copyright 2025 I.F. Technology Ltd. All rights reserved
  • Privacy Policy
  • Terms & Conditions
  • Cookie Policy
  • Security Policy
bubblebubblebubblebubblebubblebubblebubblebubblebubblebubble