21/07/2022
Teamwill

Missions
- Develop a multi-platform application (Web/Android/IOS), which manages several financial products and allows salespeople to create commercial proposals
- Respect the bank’s commercial policy by inheriting the parameters integrated in the back office
- Implementation of an electronic document management space to retrieve client documents, study them and manage their compliance
- Creating an appraisal workflow to monitor the progress of files being assessed
- Implementation of a self-care area dedicated to the client, allowing them to submit the documents required to complete their financing applications and to monitor their progress.
Result
- A multi-platform and multi-profile solution that manages several financial products, adopted by more than 1500 users
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