CRM platform for clients across the world geared toward optimization and automation of banking operations.
Our client (financial institution) required an automated system allowing clients in different countries to open bank accounts easily without constraints. At that moment, the client had already created 30 landing pages targeted to various countries. The purpose of the landing page was focused on opening the bank accounts by submitting the application.
What was the process of the submission of applications?
Website users of the landing page provided their data and requirements, which were then moved via email where the website managers were considering the application; afterward, they got in touch with the clients.
The challenge consisted of slow processes that were managed manually, which impeded business growth and efficient management of customer relationships.
Therefore, our main requirement was to develop an automated customer relationship management system allowing the client to streamline processes, efficiently manage customer relationships across the entire customer lifecycle, and get the complete record of individuals and transactions. We decided to move our clients’ vision forward and came up with a step-by-step plan on how to implement this system where the client could get the consolidated view of each customer and prospect.
After careful consideration of the client’s requirements and business goals, we decided to split the solution into two parts:
CRM system for internal operations where all the data is contained.
Client-side of the system where customers have their data located in their personal cabinets.
In order to achieve the results mentioned above, we started to work on the system in milestones.
Back-end: PHP, Laravel, NodJS.