The solution
Stabilize first, then rebuild the platform piece by piece:
- Rebuilt the core engine that calculates biweekly payments and the schedules around them
- Built software to manage multiple trust accounts and move funds between them as required
- Integrated the platform with the firm's accounting systems
- Delivered a customer self-service portal
- Built customer service desktop software for agents working with customers
- Automated compliance reporting for state and local governments
- Added marketing campaign management and letter generation for customer acquisition
The results
A much larger customer volume handled with the same headcount
Risk spread across multiple bank trust accounts
Customers able to serve their own needs through the self-service portal
One platform underpinning sales, payment processing, customer service and compliance
Where this is going
We take over and stabilize business-critical financial systems, then modernize them without stopping the business. If that is your situation, talk to us about scope.
Sage ERP
React
Java
AWS
TypeScript
Python
Xamarin
