Financial sector · Angular

CRM web application: −40% processing time.

CRM web application for a financial services provider
Industry
Financial sector
Technology
Angular · Symfony
Model
Dedicated product team
Result
−40%* time

Starting point

A financial services provider's customer service ran on several separate systems. Information had to be gathered manually — costing time and causing errors.

Solution

We built a central CRM web application on Angular and Symfony that brings together all relevant data sources. Context-aware workflows guide staff through every task.

Particular focus: a clean, accessible interface usable without lengthy training — and a clean API architecture for future integrations.

Result

Average processing time in customer service dropped significantly. Fewer system switches, fewer errors, more satisfied staff — and a platform that grows with the business.

* Reference and example value from the project.

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