FinTech CRM
Finance Planner CRM Case Study: Empowering Financial Business Growth with React Native App
7
specialists in the development team
500%
user base growth
100%
uptime reliability
80%
loan requests increase
90%
market dynamics adaptation
80%
innovation adoption rate
120%
value from surveys
50%
reduction in response time
95%
wireless connectivity success
About client
- Industry:
Fintech
- Client Location:
USA
- Challenge:
The departure of all previous developers, the need for a seamless transition of responsibility and ownership for ongoing development of CRM software
- Solution:
Financial React Native app development and optimization, creating CRM software for mortgage professionals, adding loan management functionality, and integration of wireless carrier and rank system
- Services used:
Software development, Project management, UX design, Application Development, Feature Implementation, Workflow Organization Functional and Testable App Delivery, User Empowerment Features, Versatile Platform Development
Business Challenge
The abrupt departure of the whole initial development team was a significant challenge, threatening to stop the project's progress. The client needed a FinTech CRM partner who could effortlessly step in and take responsibility for the development, ensuring that the app's growth continued without setbacks. The key challenges we faced were:
- Organizing workflow. Setting up a clear and efficient process for the financial app for loans development was necessary to meet the client's needs and keep the app's development on track.
- Adjusting team focus. As the project's emphasis shifted, it was important to realign the team's attention, allocating more resources to the front-end part to improve the user experience while maintaining a robust backend architecture.
- Maintaining development pace. Ensuring that the software remained functional and tested during the transition was critical, as was the capacity to quickly grow the app to meet market needs.
Technology Stack used
Solutions
Our team created a complex React Native application that included all of the current Progressive Web App (PWA) features. This strategic decision is one of the FinTech app and CRM case study examples where we set a goal to provide a consistent user experience across many platforms while also delivering a suite of enhanced features
- Loan management functionality development for application. We built a user-friendly system that allows consumers to easily request and handle loans, thereby simplifying the borrowing process.
- Membership management system development. The app received a powerful membership management system that is intended to efficiently monetize the platform and reward users with several financial rewards.
- Wireless carrier integration. By collaborating with a wireless carrier, we provided ESIM functionality, greatly improving customer connection and ease.
- Rank system implementation for FinTech app. To increase user engagement, we implemented a rank system that encourages interaction and involvement inside the app.
- App enhancements. We improved the user experience by adding elements like surveys that enabled users to earn extra rewards.
We also restructured the team composition to prioritize frontend loan management app development.
Business Results
The deployment of our React Native app with CRM software for mortgage brokers had a huge influence on the client's company. It enabled full functionality for both the app and the existing PWA. This resulted in a large user base and a flexible platform that could readily accommodate future growth.
- For 1.5 years, the project experienced a significant rise in user engagement, loan requests, and wireless connection success, as well
Want the same CRM software for mortgage professionals, or even better? Get in touch with top ArtCodeVision specialists!
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See Our CasesFAQ
Contact UsWhy use membership management software?
- It automates registration, dues collection, and communication, which is critical for gyms, clubs, and organizations to manage their members effectively.
What are the factors to consider while developing a loan management app?
- To speed up loan processing and servicing, prioritize a user-friendly interface, strong security, and regulatory compliance. Need an app and CRM for finance brokers? ArtCodeVision is ready to help!
Why choose React Native for financial app development?
- React Native enables cross-platform applications with a single codebase, providing near-native performance and a robust support community.
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Before we partnered with ArtCodeVision, we were struggling with insufficient processes and much-needed optimization. The commitment of the development team throughout the comprehensive adaptation and improvement of the existing CRM system was on point. Clear communication, regular updates, timely delivery, and most importantly, the results went beyond our expectations. We would 100% recommend ArtCodeVision to our healthcare partners.
The external support from ArtCodeVision was truly a lifeline during challenging periods. Their dedicated team steered our CRM seamlessly through obstacles, offering prompt solutions and strategic enhancements. We are thankful for a steadfast, evolving product and a team that genuinely understands and supports our vision.
I’m glad that there is such a thing as CRM outsourcing services, as when our in-house team wasn’t able to cover the demands, we got a professional boost from ArtCodeVision. The implementation and performance improvement were smooth and they were able to enhance our fitness management system with marketing tools and other things that increased brand visibility.
