Client, a specialized financial institution providing funding solutions for small and medium-sized businesses in emerging industries, was seeking a digital solution to automate capital request processing for its clients.
The client relied on Salesforce Cloud as their CRM, but a large volume of loan requests still required manual collection, processing, and qualification. To automate these workflows and reduce operational overhead, they needed a digital solution that could streamline the entire capital request process. They were seeking for a platform-agnostic way to integrate the new functionality in their own and various partner websites.
As a customer-facing solution, a React.js custom embed UI widget was developed to be integrated as a JavaScript bundle into any website built either on WordPress, Webflow, Wix and on any other website builder or custom website. The Node.js back-end hosted on AWS was integrated with Salesforce Cloud CRM for real-time synchronization and DocuSign for end-to-end document automation. The entire solution was delivered on time within a tight four-month timeline and stayed fully within budget.
The delivered solution provided the client with a flexible, plug-and-play technology that allowed b2b clients to integrate it into their existing websites eliminating needs for additional developemnt. It enabled efficient scaling across the client’s and their partners’ websites while preserving 100% of SEO performance. As a result, the capital request process became 2-5x faster, client experience significantly improved, and operational overhead was reduced by over 70%, thanks to automation and real-time system integrations.
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