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Bastion Research
Institution-to-institution relationships

Financial & Banking Partnerships

Start with a practical financial relationship. Technology can follow naturally.

A relationship can begin with a practical need for operational accounts, correspondent banking, settlement, FX or payment rails. Bastion can provide the technology perspective, while an appropriately licensed financial institution may be a prospective banking customer or counterparty.

AI-generated conceptual scene of fictional senior financial executives shaking hands against a city skyline.

Relationship models

Cooperation built around a practical need.

A relationship can begin with services your institution provides, financial infrastructure it needs, a payment integration or a customer introduction. It does not require a software purchase or a wider technology transformation.

01

A prospective banking customer

A relationship can begin with a practical need for operational accounts, correspondent banking, payments, settlement, FX or local banking rails. Bastion contributes the technology perspective; a regulated financial institution may be the prospective banking customer. Each party and its role are identified separately during the discussion.

02

A two-way financial relationship

Your institution may also explore financial and payment infrastructure through suitable licensed institutions. The relevant institution determines eligibility, availability and the terms of the relationship.

03

Payment & Technology Partnerships

Payment and technology companies can work with Bastion on practical integrations and opportunities to bring their capabilities into customer deployments — including issuing, acquiring, processing, FX, KYC and financial APIs.

04

Technology Modernization

Working together lets an institution get to know our team and operational approach. Where useful, this can lead to modernizing selected capabilities — web and mobile banking, onboarding, payments, cards, operations, support, compliance, ledger and reporting — while retaining its banking business, licenses, products and relationships.

05

Distribution & Commercial Partnerships

Financial institutions, consultants, payment companies and technology partners can introduce banks, EMIs and fintechs that need Bastion, without buying the platform themselves. The partner helps originate and develop the customer relationship; Bastion provides the technology and implementation. Commercial structures may include referral fees, commissions or agreed revenue- or profit-sharing models, subject to the individual agreement and applicable requirements.

For referral programs inside your own financial product:

Explore Referral & Partner Management

Bastion Research is a technology company, not a bank or regulated financial services provider. Financial services are provided by the relevant licensed institution under a separate agreement.

The models above describe areas for discussion, not a promise of account opening or regulatory eligibility. The relevant financial institution confirms the scope and terms of any financial services.

An informed technology decision

Experience the technology in practice

In some financial and technology relationships, partners may interact directly with infrastructure powered by Bastion. This provides a practical view of the customer experience and operational capabilities behind the platform — before any broader technology modernization is considered.

Where relevant, the same technology can be adapted to modernize selected capabilities within the partner institution. Start with one module, one integration or a modern digital layer to improve client experience and streamline operations without replacing everything.

Financial cooperation has value in its own right. Technology adoption is a separate decision, guided by the partner's needs.

Institutional dialogue

Let's discuss a practical partnership.

Tell us about your institution and the relationship you would like to explore. We can identify the relevant financial or technology counterparts and discuss a practical scope of cooperation.

info@bastionresearch.com +1-917-497-7150