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White-Labeling
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White-Labeling Options
What is White-Labeling?
Branding Elements
Visual Identity
Domain and URLs
Content Customization
Communication Templates
White-Labeling Process
1. Brand Asset Collection
2. Theme Configuration
3. Preview and Feedback
4. Refinement
5. Approval and Deployment
White-Labeling Tiers
Starter Tier
Professional Tier
Enterprise Tier
Custom Tier
Documentation White-Labeling
Next Steps
CoreX
White-Labeling
Customize the COREX Platform with your brand identity
White-Labeling Options
The COREX Platform offers comprehensive white-labeling capabilities, allowing you to deliver a seamless branded experience to your customers.
What is White-Labeling?
White-labeling is the process of customizing the COREX Platform with your brand identity, creating the appearance that the platform is your own proprietary solution rather than a third-party product.
Branding Elements
Visual Identity
Customize the visual elements of the platform to match your brand:
Logo
: Replace the FinHub logo with your own in all locations
Color Scheme
: Apply your brand colors throughout the interface
Typography
: Use your brand fonts for headings and body text
Icons
: Customize icon sets to match your visual style
Favicon
: Display your logo in browser tabs
Domain and URLs
Deliver the platform under your own domain:
Custom Domain
: Use your own domain (e.g., banking.yourcompany.com)
Custom SSL Certificate
: Secure your domain with your own SSL certificate
URL Structure
: Customize URL patterns to match your naming conventions
Redirect Rules
: Set up redirects from your main site to the platform
Content Customization
Tailor the content to reflect your brand voice:
Terminology
: Customize product and feature names
Welcome Messages
: Personalize greeting and welcome text
Error Messages
: Customize error and notification text
Help Content
: Adapt help documentation to your requirements
Legal Documents
: Use your own terms of service and privacy policy
Communication Templates
Brand all customer communications:
Email Templates
: Customize all transactional and marketing emails
SMS Templates
: Personalize text message notifications
Push Notifications
: Brand mobile app notifications
PDF Reports
: Apply your branding to statements and reports
Receipts
: Customize transaction receipts and confirmations
White-Labeling Process
1. Brand Asset Collection
Provide your brand assets through our secure portal:
Brand guidelines document
Logo files (SVG and PNG formats)
Color palette (HEX and RGB values)
Font files or web font references
Sample communications
Legal documents
2. Theme Configuration
Our team will configure a custom theme based on your brand assets:
Apply primary and secondary colors
Implement typography settings
Position logos and branding elements
Configure email and notification templates
Set up custom domain and SSL
3. Preview and Feedback
Review the customized platform and provide feedback:
Access a staging environment with your branding
Review all customer-facing interfaces
Check email and notification templates
Test mobile responsiveness
Verify administrative interfaces
4. Refinement
Our team will make adjustments based on your feedback:
Fine-tune visual elements
Adjust content and terminology
Refine template designs
Address any branding inconsistencies
5. Approval and Deployment
Once you approve the customized platform:
Final quality assurance review
Deployment to production environment
DNS configuration for custom domain
SSL certificate installation
Go-live verification
White-Labeling Tiers
The extent of white-labeling options depends on your subscription tier:
Starter Tier
Basic logo replacement
Primary color customization
Simple email template branding
Standard interface layouts
Professional Tier
Complete logo integration
Full color scheme customization
Custom typography
Email and notification template customization
Custom domain support
Enterprise Tier
Comprehensive visual customization
Custom UI component styling
Advanced layout modifications
Complete content customization
Custom mobile app branding
White-labeled documentation
Custom Tier
Bespoke interface design
Custom feature naming
Specialized branding requirements
Custom mobile app with your App Store presence
Fully white-labeled documentation
Custom onboarding flows
Documentation White-Labeling
For Enterprise and Custom tiers, we also offer documentation white-labeling:
Replace FinHub branding with your company name
Apply your visual identity to documentation
Customize terminology and product names
Host documentation under your domain
Provide custom PDF downloads with your branding
Next Steps
To begin the white-labeling process:
Select your subscription tier
Complete the brand asset questionnaire
Submit your brand assets through our secure portal
Schedule a kickoff call with our design team
For more information on white-labeling options, contact our sales team or refer to the
COREX Integration
guide.
COREX Capabilities
API Client V2 Overview
Assistant
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