Software · AI · Automation
EFX Tech builds the websites, platforms, AI integrations and backend automation that financial services firms, insurers and ambitious businesses run on. Secure by default, auditable by design, and engineered by people who understand how your industry actually operates.
What we do
Most businesses end up with an agency for the website, a freelancer for the integrations and a spreadsheet holding it all together. We replace that patchwork with one team that designs, builds, connects and supports everything, and takes responsibility for it working.
Fast, accessible, search-friendly websites and customer portals that turn visitors into enquiries and enquiries into clients.
Practical AI wired into the work you already do: reading documents, answering customers, summarising cases and drafting the first version so your people can finish it.
The repetitive jobs that eat your team's week, rebuilt as reliable workflows that run on schedule, log every step and hand exceptions to a person.
We connect your CRM, core systems, payment providers, data feeds and third-party platforms so information moves once, correctly, without re-keying.
Infrastructure that is secure, monitored and recoverable, with deployments you can repeat on a Friday afternoon without holding your breath.
Launch is the start, not the finish. We keep your systems patched, fast and improving, with clear response times and one team that already knows your code.
Built for regulated industries
Finance and insurance don't forgive shortcuts. A missing audit trail, a leaked record or an unexplained automated decision is not a bug report; it is a regulatory conversation. So we treat security, data protection and traceability as requirements from the first line of code, not a checklist at the end.
Who we work with
Our heritage is regulated industries, and that discipline carries into everything we build. The same engineering that keeps a lender's data safe keeps an online shop fast and a professional firm's clients happy.
Wealth managers, advisers, lenders, brokers, payment and FX firms. Onboarding journeys, client portals, reconciliation, reporting and the integrations between them.
Financial services →Brokers, MGAs, insurers and claims teams. Quote-and-bind journeys, policy administration, claims intake and triage, bordereaux and renewals, automated end to end.
Insurance →Professional services, retail, property, logistics and more. A website that works hard, systems that talk to each other, and automation that gives your team their time back.
Growing businesses →How we work
You always know what we are building, why, what it will cost and when it will be ready. Every phase ends with something you can see, test and sign off before the next one begins.
We learn how your business works today, where time and money leak, and what success looks like.
Typically 1–2 weeksArchitecture, user journeys and a fixed-scope plan with costs and milestones you approve.
Typically 1–3 weeksShort cycles with working software demonstrated every fortnight, not a big reveal at the end.
Weeks to months, by scopeTesting, security review, data migration and a planned go-live with rollback ready.
Planned to the dayMonitoring, support and a roadmap of improvements as your business grows.
OngoingWhy EFX
We are not a design agency that learned to code, or a dev shop that doesn't ask why. We are engineers who start with the business problem and stay accountable for the result.
Hours saved, errors removed, enquiries won. We agree the numbers that matter before we start.
No jargon, no black boxes. You see progress every fortnight and can ask anything.
Least-privilege access, encrypted data, reviewed dependencies and tested backups.
Code, data and accounts in your name, with documentation any competent team could pick up.
A free, no-obligation consultation. We will tell you honestly what we would build, what it would cost, and whether you need us at all.
