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Modernize the systems your industry runs on.

Connect core platforms, operating data and approved AI workflows across insurance, financial services, commerce and software platforms. Each offering links the business workflow to the systems, data and authority it needs, starting with a bounded first wave.

Every example is labeled for what it is: anonymized project experience, published engineering background, illustrative design or synthetic demonstration.

Explore the work

01 / Insurance Give your people and AI agents the data to win and keep policyholders.

Modernize policy administration, claims, billing and the data around them. Connect distribution and martech to approved growth, servicing and claims-integrity workflows.

For technology, data, distribution, policy servicing and claims leaders.

Proposed workflows

New business and distribution
Move each submission or application to its next approved step, with permitted follow-up routed to the accountable producer or team.
Policyholder servicing
Resolve requests with the applicable policy, billing and claims context.
Claims integrity
Bring suspicious patterns to the right investigator, with reasons and source records attached.

A useful first wave

Migrate one servicing lookup and its first employee consumer, then enable approved response preparation.

Illustrative insurance design

Claims-service migration and AI enablement.

A worked design connects claim lookup, policy context, an approved employee workflow and proposed defenses.

Explore the illustrative design

Migration challenges

Historical records and effective dates
Current-state mappings can lose the terms, relationships or transactions that applied to an earlier event.
Identity, consent and permitted use
Policyholder, insured, claimant, beneficiary and prospect identities have different roles and permissions.
Batch feeds and dependent consumers
Partner files, reports and applications can keep depending on a legacy path after the replacement is live.
Active audiences and journey state
A martech move can restart outreach, lose suppression or change who qualifies for a journey.
Dual running, cutover and recovery
Two systems can disagree on ownership, balances and transaction state during the transition.

02 / Financial services Modernize your financial stack. Move client work forward.

Connect client, account, document and transaction systems. Employees and approved agents can then complete servicing, onboarding and reconciliation work with the evidence attached.

For financial technology, client operations, data and finance leaders.

Proposed workflows

Client and account servicing
Give servicing teams an account view they can act on.
Onboarding and document operations
Move each onboarding file through its approved requirements, with missing or inconsistent items flagged.
Finance and transaction reconciliation
Trace an exception from a financial feed back to its source.

A useful first wave

Connect one transaction source to one financial feed, with a reconciliation-exception workflow that has a named owner.

Published practice background

Financial-sector engineering.

Jextra’s published practice includes financial institutions. Related experience covers application modernization and data infrastructure. The reconciliation example is a synthetic demonstration of the implementation approach.

Explore the reconciliation demonstration

Migration challenges

Identity and relationship meaning
A client, beneficial owner, authorized representative and account holder are distinct roles.
Financial and historical reconciliation
Balances, value dates, currencies, reversals and late events can change the apparent result.
Shared consumers and batch dependencies
A replaced interface can still feed reporting, servicing or finance processes.
Decision and action authority
A useful prepared response does not establish permission to advise, open an account or move funds.

03 / Retail and commerce Modernize your commerce stack. Keep every order moving.

Migrate the storefront and the systems behind it. Connect product, inventory, customer and order data so employees and agents can resolve exceptions, coordinate journeys and support customers.

For commerce technology, digital product, customer operations and data leaders.

Proposed workflows

Order and customer service
Resolve order questions across the systems behind the storefront.
Storefront and content modernization
Move the customer journey without losing the operational behavior behind it.
Lifecycle marketing and retention
Turn a commerce event into a relevant, permitted next step.

A useful first wave

Migrate one storefront journey and its content or configuration interfaces, with representative commercial and accessibility checks.

Anonymized project experience

A commerce platform moved beyond its legacy stack.

The team’s documented contribution includes a commerce application and content-stack migration, customer-managed configuration and application interfaces. Customer sites transitioned before a legacy support deadline.

Explore the anonymized migration

Migration challenges

Business rules beyond the storefront
Configuration, locale, promotion and account behavior can live in older services or content systems.
Event delivery and state
Repeated or late events can create duplicated actions or a misleading order view.
Customer identity and consent
A joined profile does not automatically permit cross-channel access or activation.
Trading continuity
A storefront cutover can affect operational consumers that remain on the previous interfaces.

04 / Software and digital platforms Modernize your platform. Ship AI your customers can use.

Connect tenant-aware data, reliable APIs and observable services. Build employee and customer agent workflows that fit your product’s permissions, operating limits and release process.

For product engineering, platform, data and reliability leaders.

Proposed workflows

Tenant-aware product agents
Give each agent the right tenant context and a permitted action.
Streaming and data infrastructure
Make each product event usable by its next consumer.
Platform reliability and agent defenses
Turn a tool or runtime signal into a response your team can trust.

A useful first wave

Move one event stream and its first consuming data product through contract verification, replay and operating handover.

Anonymized infrastructure contribution

Data access and distributed tracing.

Published contribution records support the team’s data-access and tracing work. The platform offer applies that background to tenant-aware data, tool interfaces and production operation.

Explore the related engineering work

Migration challenges

Tenant isolation
User identity, tenant membership and resource authority are different boundaries.
Schema and consumer evolution
An event or API change can break consumers that release on a different schedule.
Replay and data correctness
A backfill or retry can repeat an action or rebuild state differently from the source.
Operating the agent path
A successful model response can still hide tool failures, lost authority or an unowned exception.

From first scope to production

What could your team do with a connected stack?

Choose the workflow and the result. We’ll define the systems to change, the first implementation wave and the evidence needed to accept it.

Discuss your first implementation