Customer Journey & Process

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We start by understanding your business inside out — your FX volumes, currency pairs, trading patterns, and current payment processes (automated or manual). We also assess your current provider, whether it’s a non-bank FX specialist or a traditional bank, and review any existing risk management frameworks and credit terms.

Once we have the full picture, Currenexis prepares a high-level proposal outlining:

• Where costs are currently being incurred
• Potential pricing improvements tied closely to the mid-market rate
• Efficiency gains from operational changes
  This ensures recommendations are both commercially beneficial and operationally viable.

We work with our specialist partner network, engaging multiple FCA-regulated, non-bank FX providers to submit proposals. Each provider offers:

• Detailed pricing structures
• Product options tailored to your needs
• Operational integration recommendations

Currenexis reviews provider proposals side-by-side, assessing both cost competitiveness and solution suitability. We present our findings to you with a clear recommendation based on your objectives, trading volumes, and currency exposure profile.

Once you approve the preferred provider, Currenexis facilitates agreement finalisation — ensuring all commercial terms, operational processes, and compliance checks are in place. We also coordinate onboarding so you can begin transacting efficiently and securely.

To ensure continued competitiveness and provider profitability, we build in bi-annual or annual reviews of:

• Transaction volumes vs agreed targets
• Pricing spreads vs market benchmarks
• Operational process effectiveness
  If your business changes significantly, we adjust terms to maintain preferential pricing and optimal performance.