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Development of Enhanced Fintech CRM Platform for Credit Data Management
  1. case
  2. Development of Enhanced Fintech CRM Platform for Credit Data Management

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Development of Enhanced Fintech CRM Platform for Credit Data Management

snotor pro
Financial services
Information technology

Challenges in Financial Data Presentation and Accessibility

Small and medium-sized enterprises struggle to effectively demonstrate financial credibility through structured credit data, while investors lack reliable tools to assess market positioning. Existing solutions fail to provide automated, visually intuitive reporting systems with real-time updates for both B2B and B2C stakeholders.

About the Client

Norwegian fintech startup providing credit data CRM solutions for SMEs

Core Project Goals

  • Create automated financial report generation system
  • Implement real-time credit data visualization
  • Establish secure user-centric report management
  • Enable scalable infrastructure for future growth

System Core Capabilities

  • Dynamic PDF credit report generation with customizable templates
  • Secure user profile-based report storage with retention controls
  • Daily automated report updates with version history
  • Interactive company rating visualization widgets for web integration
  • Multi-channel notification system for financial status changes

Technology Stack Requirements

Laravel
Vue.js
PostgreSQL
Docker
Puppeteer

External System Integrations

  • Payment gateway for subscription management
  • Credit data API integrations
  • Email notification service

Performance and Quality Standards

  • High-availability architecture for financial data processing
  • GDPR-compliant data security measures
  • Scalable infrastructure for 10x user growth

Expected Business Outcomes

Projected acquisition of 5,000+ active users within first year, 300% increase in organic Nordic market traffic, and establishment of foundation for continuous feature expansion. Expected to reduce manual credit assessment processes by 70% while improving data accuracy for both businesses and investors.

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