How the platform works.
TECH — The Exchange Connection Hub — is the institutional-grade operating system for bank-FinTech partnerships. This documentation explains every feature, every algorithm, every compliance safeguard. Written for the people who will rely on it — banking ops, compliance officers, partnership leads, and the engineers integrating with our APIs.
TECH is built on three proprietary engines: SHIELD protects, PRISM connects, CORTEX retains. Start with the pillar you need — or open the app and let the ? icon on each screen bring you back to the right page.
SHIELD™
Continuous verification, KYB checks, dynamic Trust Scores, security alerts, and FINRA/SEC/GLBA compliance automation baked into every interaction.
PRISM Engine™
Three-layer AI matching: pgvector similarity, Claude-Sonnet LLM re-ranking, and feedback reinforcement. Built for 30,000+ FinTechs and every FDIC-insured institution in the US.
CORTEX™
The ecosystem heartbeat — Pulse Dashboard, real-time Market Signals, Early Warning predictions, industry benchmarks, and the Regulatory Radar tracking OCC, CFPB, FINRA, SEC, and DORA.
Intelligence Suite
AI-generated FinTech Analyzer reports, Fit Analysis, ROI Projection, and Playbook Builder — the same analysis engine that convinced The Walker Group NYC to back TECH.
Day-to-day
How the Member Directory, Deal Pipeline, Events, Billing, and consent management surfaces connect to everything else.
Every screen in the app links back to these docs.
Look for the ? icon in the top-right of any section — it opens the matching page here in a new tab, so the "how does this work?" answer is always one click away.
Open the app →