At a glance
- Client
- A financial services firmName withheld for confidentiality
- Focus area
- Custom Platform
- Service
- Enterprise Solutions
- Scope
- Product discovery, platform design and build, integrations
The challenge
The firm's deals involved many parties, documents and approval steps. Packaged tools were either too generic or forced the team to change a process that gave them their edge.
Deals were tracked across email, shared drives and spreadsheets, making audits slow and errors costly.
Our approach
Discover the real workflow
We shadowed deal teams to understand every stage, role and document.
Design for the team
Prototypes were tested with users before development began.
Build securely and iteratively
The platform was delivered in increments, with role-based access and full audit trails.
Integrate
Connections to accounting, document signing and data providers removed double entry.
The solution
Deal teams now manage every transaction in a platform built around their own process, with documents, approvals and status in one place. Compliance can see a complete audit trail for any deal.
Because the firm owns the platform, it can add features as its business evolves.
Results
- Built around the firm's own deal process
- Role-based access and full audit trail
- Integrated with accounting and e-signature tools
- Owned and extended by the firm
Technology used
- React
- Node.js
- PostgreSQL
- AWS
- E-signature APIs
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