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:

  1. Select your subscription tier
  2. Complete the brand asset questionnaire
  3. Submit your brand assets through our secure portal
  4. 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.