Furnley House is a company specializing in financial planning and mortgage brokering. They provide personalized solutions for individuals, families, business owners and corporate clients and help to achieve financial goals.
What was the business need?
The client needed to create a product where their clients would have broad access to information about their investments in one place.
Such solution helps with:
- Keeping the clients informed about their financial plans on daily basis
- Monitoring financial progress over time
- Reduce sharing information via various communication tools
- Keeping the financial documents and contract notes secured in dedicated area
Target groups:
- Individual clients
- Families
- Business owners
- Corporate clients
What was the challenge?
The most difficult part was the use and integration of Zoho Catalyst service into the project and working as well as calculating large financial data to display them in an accessible way to the end client.
How did we do it?
Components of the project, key functionalities with short description:
- Financial summary in form of complex graphs that allows to monitor progress during certain period
- Downloading financial summary and contract notes in form of PDF document
- Gathering all client’s documents in one dedicated area allowing an easy access in secured way
- Contact form that allows clients to keep in touch with financial advisors
Our process and workflow:
The implementation of the project in phases:
PHASE I – Analysis
PHASE II – Design
PHASE III – Implementation
PHASE IV – Client-side testing
