Maxen: AI-Powered Productivity for Front-Office Teams
Designed for financial institutions, Maxen from LeapXpert is an AI-powered communication intelligence platform for front-office teams to enhance client interactions. It aims to simplify daily workflows, unify knowledge, deliver insights instantly, and keep compliance on track. CodeLink, as the AI-ready partner from the start, ensured the platform launched with enterprise-ready AI features.
First Enterprise Client
Successfully secured a major U.S. bank as its first enterprise customer before launching, a validation for the platform’s scalability and market readiness. This was greatly owed to Maxen’s AI-driven capabilities that CodeLink implemented, strengthening its fundraising narrative.
Faster Access to Knowledge
Real-time conversation summaries and centralized insights reduced time spent searching across fragmented communication and knowledge platforms like MS Teams, WhatsApp, SharePoint, and Outlook.
Administrative Workload Reduction
By automating tasks like meeting agendas and follow-ups, Maxen allowed front-office employees to dedicate more time to strategic client work.
Stronger Client Relationships
Personalized insights and communication support enabled teams to better understand client needs and deliver more impactful interactions.
Enterprise-Grade Compliance
With built-in governance, granular permissions, and data privacy controls, Maxen met the strict regulatory demands of financial institutions.
About the client
LeapXpert is the pioneer of Enterprise Conversational Solutions (ECS), bridging the gap between consumer messaging apps and enterprise compliance. They boasted a ranking on the 2025 Deloitte Technology Fast 500 for two years in a row. Serving hundreds of thousands of users across 45+ countries, they eliminate the $2.5B+ risk of "off-channel" communication fines.
The challenge
LeapXpert had built out their own full product team, but lacked the internal expertise for their new AI product concept. After our previous high-impact engagement, LeapXpert returned to partner with CodeLink. The project's primary challenge was its "greenfield" nature. With no existing framework or precedent, the team had to build the entire architecture and technology stack from the ground up while simultaneously solving complex integrations with numerous communication channels and enterprise systems.
Why CodeLink?
CodeLink had successfully built the entire foundation of LeapXpert’s core product years earlier, and later on, helped build it up and hand it over to their newly formed internal team. The trust we earned from that, coupled with our full-spectrum delivery in architecture, project management, and AI engineering, was why we naturally became the right choice for their first AI-powered product team, with the vision to transition into an embedded team model.
The result
Together, CodeLink and LeapXpert delivered Maxen, a scalable AI-powered platform that quickly gained trust from major banks. With built-in compliance, continuous feature expansion, and a secure architecture, it enables front-office teams to work smarter and strengthen client relationships.
