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Fintech & Broker Partnerships

Banking infrastructure for brokers and introducing brokers

Winslow partners with regulated brokers, introducing brokers, and fintech platforms to provide banking rails that support proper client fund segregation, payout processing, and reconciliation at scale.

What Partners Get

  • Segregated structures for holding client funds
  • API based payment initiation and reconciliation tools
  • Dedicated relationship management for partners
  • Coordinated compliance support for shared client due diligence

Shared Due Diligence, Explained

When a broker or platform partners with Winslow, individual end clients of that platform still go through appropriate verification, but the process is coordinated so a client does not have to submit the same documents twice, once to the platform and again to the bank, with no visibility between the two. Our partnerships compliance team works directly with your compliance team to agree what is collected where, and how it is shared securely, cutting friction for your end users while keeping both institutions' due diligence obligations properly met.

Get in touch with our partnerships team at partners@winslowbank.com.