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All-in-one custom fund management platform for an alternative funding company

SmartexLab brought its A-game in designing a web platform that streamlines all workflows of a medium-sized company that provides MCA, SMA, invoice factoring and other financial services for SMEs.

Vertical

  • Fintech

Duration

  • 1 year

Engagement model

  • Time & Material

Tech Stack

  • AWS EC2
  • PostgreSQL
  • Nest.js
  • Angular 5
  • D3.js

Key features and highlights

  • Web-based, In-cloud
  • Flexible role management
  • High-level data security
  • All-in-one MCA solution with the possibility of integration with third-party applications
  • User-friendly interface
  • Full CRM functionality
  • Deal-related, secure documents storing
  • Automated payment tracking
  • Partnership portal (ISOs and investors)

Business challenge

A US-based alternative funding company referred to SmartexLab to cover all their unique business processes under a single web platform.

Bringing transparency, security, and efficiency became the main priorities for SmartexLab’s specialists.

Delivered solution

Designed an all-in-one custom BPM platform that features online underwriting, call center automation, financial management and a client portal.

  • Call center

Automation that provides comfortable instruments to the client’s phone managers.

  • Online Point of Sale

Allows clients to upload documents to the platform and keep an eye on the funding status; the whole funding process is happening online.

  • Full CRM

Sales funnel, specifically tailored for MCA business, helps sales managers to easily work with client data and process more leads.

  • Deal-related, secure documents storing

It follows the best practices and provides smart usability.

  • Online underwriting

The system is friendly both for clients and managers. Users get a real, all-online experience, including underwriting, while managers get the opportunity to check all data in a digital format.

  • Online signatures

The system provides the possibility to accept clients’ signatures online.

  • Alternative funding support

The system is suitable for a variety of funding services: SBA, MCA, invoice factoring, equipment financing, etc.

  • Automated payment tracking

It is integrated with the payment processing system and allows for the reduction of business costs and human errors.

  • Various reports and analytics

The platform allows company managers and business owners to make smart business decisions using detailed financial and other statistics.

  • Partnership portal (ISOs and investors)

It helps to collaborate with partners and to increase sales by exchanging clients on flexible terms.

  • Client portal

The portal provides company informational support: all the clients’ data, their deals, documents, payments, and fees are processed. The system is designed to process up to several thousand clients per month.

Team:

  • 4 Developers
  • 1 Project Manager
  • 1 Business Analyst
  • 1 QA engineer

Project results

The customer was looking to cover all their unique business processes under a single secure and transparent web platform.

The designed solution suits the needs of call center agents, sales managers, MCA underwriters, financial managers, and business owners. The software solution streamlines the whole process from the first contact to the last payment.

Let’s Get in Touch

We can help you decide if SmartexLab is the right choice for you and what is the best way to get started.