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Development of Custom Trust Management Platform with Automated Workflows

verytechnology.com

Financial services

Non-profit

Legal

Operational Inefficiencies in Trust Administration

Manual paper-based workflows caused significant bottlenecks in client onboarding, document processing, and payment management. This led to 8x slower response times, restricted staff mobility, and hindered growth potential despite increasing client demand.

About the Client

Special Needs Trust Administrators providing low-fee financial assistance services for individuals with disabilities

Digital Transformation Goals

Automate core trust administration workflows
Increase client account capacity by 35% without additional staff
Restore rapid response times for client services
Implement real-time financial reporting capabilities
Enable remote access to case management systems

Core System Requirements

Digital client onboarding workflow
Automated document management system
Payment processing automation with check generation
Real-time dashboard reporting
Mobile-accessible case management portal
Beneficiary communication tracking system

Technology Stack Requirements

Elixir

Phoenix Framework

ReactJS

System Integration Needs

Xero Accounting Software
Checkeeper Payment Service
Sendgrid Email API

Performance Criteria

High-volume transaction processing capability
Real-time data synchronization across distributed teams
Financial data encryption and compliance security measures
Scalable architecture for future growth

Expected Business Outcomes

Anticipated 65% reduction in account creation time, 35% increase in manageable client accounts, and restored industry-leading response times. Real-time reporting tools will enhance client transparency while maintaining low operational costs through automated workflows.