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CRM, Client Onboarding & Engagement Portals - Cases Financial services

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CRM, Client Onboarding & Engagement Portals

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Redesign of Customer Message Management System for Banking Sector

Financial services

Modernized message management interface with improved navigation and accessibility

Figma (for design), Modern frontend framework (React/Angular), Accessibility compliance tools
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Digital Transformation of Financial Advisory Services through Integrated CRM and Client Portal

Financial services

Integrated financial advisory platform with CRM, client portal, and AI-driven tools

React, Node.js, AWS...
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Automated DEMO Account System for Client Onboarding

Real estate

Automated account management system with configurable DEMO environments

React, Node.js, MongoDB...
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Development of Scalable Advisor Portal for High-Touch Client Engagement

Human Resources

Client-centric portal enabling seamless advisor management and scheduling

React.js for responsive front-end interface, Heroku platform with PostgreSQL database, Salesforce integration via Heroku Connect...
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Custom Cloud-Based Meeting Management Platform for Financial Services Firm

Financial services

Cloud-native platform for end-to-end meeting lifecycle management

Cloud infrastructure (AWS/Azure), Progressive Web App (PWA) framework, Real-time database (Firebase/Couchbase)...
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Development of a Self-Service Customer Communication Platform for BNP Paribas Leasing Solutions

Financial services

A responsive digital platform enabling clients to independently manage lease-related activities and communications

Cloud-native architecture (AWS/Azure), Progressive Web Application (PWA) framework, RESTful API integration layer...
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Development of a Fintech Meeting Scheduling Platform

Financial services

A web-based platform enabling secure meeting scheduling between financial advisors and clients

React.js for frontend development, Node.js with Express framework, MongoDB for database management...
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Development of a Customer-Centric Self-Service Investment Platform

Financial services

End-to-end digital investment management system with modular architecture

React.js for frontend development, Spring framework for backend, Microservices architecture...
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Migration of Salesforce Packages from Managed to Unmanaged for Enhanced Fintech CRM Integration

Financial services

Automated dependency management and package conversion system

Salesforce, Python, Heroku...
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Enhanced CRM and Appointment Scheduling Integration for Financial Institution

Financial services

Integrated scheduling and CRM optimization for financial services

.NET Core, Blazor
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Development of an All-in-One Compliance-Ready CRM Platform for Financial Brokers

Financial services

A customizable, compliance-focused CRM platform with integrated trading, payment, and analytics tools

Django, DjangoRestFramework, ElasticSearch...
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Modern CRM Development Initiative for Investment Advisory Firm

Financial services

Advanced CRM platform with workflow automation and reporting capabilities

ReactJS, Modern web frameworks
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