Customer Engagement & Experience Enhancement

The system must provide a backend form builder to create and manage loan forms and a JavaScript widget to embed these forms on external websites. Form elements must be configurable with various validation options and design customizations.

The design system should provide components and patterns for creating, managing, and delivering marketing content across various channels (e.g., ATM displays).

The system should provide a centralized platform for managing and offering client rewards across various categories (entertainment, retail, education, etc.). It needs to support both B2C and B2B client segments with tailored reward offerings.

The platform needs to support seamless insurer onboarding, data integration from various sources, and a user-friendly interface for browsing and comparing insurance quotes.

The platform should provide a seamless and reliable experience for customers accessing financial products and services online. This includes account management, application processing, and secure transactions.

The platform will provide features for affiliate registration and code management, consumer search and discovery of discounts, social media integration, analytics tracking, and user profile customization.

The project aims to enhance the Agronomist platform's content discovery capabilities through improved search, filtering, and navigation features. It also focuses on optimizing the reading experience and improving accessibility for all users.

The project involves developing and enhancing two mobile applications: 'Blue Leaf Advisor' and 'My Financial Advisor'. The advisor app will provide real-time client data and tools for managing client portfolios and interactions. The client app will offer investment performance tracking, financial insights, and potentially personalized financial recommendations.