Project Industries: Financial Services
Tailored Customer Self-Service Portal to Streamline Payments
Challenges:
Lack of digitization. Manually processing invoices proved error-prone, tedious, and time-consuming.
Industry
Finance
Solutions:
Self-Service Customer Portal
Results:
Streamlined payment processing, faster invoicing, flexible payment options for customers, secured payment system.
Locations:
US
About the Client
NEC Financial Services, LLC is a wholly-owned subsidiary of NEC Corporation of America that provides leasing services. Founded in 1986, NEC Financial Services provides diverse financing solutions to system integrators, solution providers, resellers, dealers, and customers, supporting product and solution sales to businesses across the United States.
They envisioned a dedicated secure payment interface built upon their existing system, which would give customers the option to make payments online and perform other functions related to their transactions.
Case Overview
The lack of payment facilities in NEC’s existing solution hampered their cash flows. Manual processes and invoicing proved error-prone and time-consuming and caused delayed payments. NEC wanted to digitize their payment systems, making them more efficient, seamless, prompt, and accurate.
Fingent proposed a dedicated customer portal featuring an easy-to-use interface that allows customers to make payments, view and download invoices, track transaction history, and more, all in one place. The system also provided flexible payment options.
CHALLENGES
Roadblocks Faced in the Existing System
Time-consuming manual processes
Lack of visibility of financial transactions
Lack of digitization and self-service options for customers
Processes prone to errors and inefficiencies
Delayed payments and invoicing
SOLUTION
Fingent’s Approach - A Self-Service Customer Portal
The Customer Portal enables NEC’s customers to make payments online easily. Featuring an easy-to-use interface, the customer portal is a convenient and secure place for customers to view and download invoices, track all payment history, review contracts, and billing details, etc., all in one place.
Options for NEC to add a transaction fee for Credit card and ACH
NEC can also showcase their latest offers through banner ads and FAQs
Instant reports on payment history and login timestamps of customers
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BENEFITS
Making an Impact on Client Success
Deploying the customer portal helped NEC streamline its payment transactions leading to faster invoicing and flexible payment options for its customers. NEC could do away with manual processes that bogged down their efficiency and replace it with a customer portal that handles payments and its associated processes efficiently.
Better control and access to all payment-related processes
Viewing due transactions and invoices, raising help tickets, and requesting finance made it easy
Eliminate tedious, error-prone, ineffective processes
Faster and secure payment processing
Streamlined payments
Smarter processes
Enhanced visibility
Improved customer experience
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A Mobile Integrated Payment Processing Gateway Solution
Challenges:
The client wanted to facilitate a seamless online payment experience for customers
Industry
Financial Services
Solutions:
A Mobile Integrated Payment Processing Gateway Solution
Results:
A mobile payment gateway solution that integrates with any POS application to enable seamless online payment transactions
Locations:
US
About the Client
ChargeItPro is an industry leader in payment processing with over 50 years of experience. They strive to deliver effortless payment processing built on innovation and backed by trustworthy customer care.
The firm struggled to facilitate a seamless online payment experience for customers. The client wanted to develop a payment gateway solution that recorded all transactions and streamlined payment processing.
Case Overview
With evolving customer behavior and patterns, the client wanted to embrace mobile technology to elevate their payment processing solutions. They wanted the solution to do more than just streamline transactions; they wanted to enhance the customer experience with email receipts, signature recording, and more.
Fingent helped ChargeItPro develop a mobile payment gateway solution that can be integrated with any POS application. Its key features include a gateway for credit card processing, signature recording, email receipt, transaction logging, and an array of device configuration tools.
CHALLENGES
Roadblocks Faced in the Existing System
Lack of online payment facility
Inability to match customers' growing expectations
Complex payment processing methods
Complex paper-based billing procedures
Limitations in credit card processing
SOLUTION
Fingent’s Approach - A Mobile Integrated Payment Processing Gateway Solution
ChargeItPro was developed to streamline payment processing. By allowing a gateway for credit card processing integrated with the POS application, Fingent enabled the client to leverage a simple-to-use yet top-notch mobile payment solution.
Device registration and configuration
Email receipt and transaction logging
Gateway for credit card processing
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BENEFITS
Making an Impact on Client Success
ChargeItPro proved to be game-changing for the client. Implementing a mobile-integrated payment processing gateway transformed and eased the client’s operations, whereas enabling enhanced customer experiences.
Flexible integration with the POS system
Improved transaction transparency
Reduced operational complexities
Ability to match growing customer demands in payment solutions
Enhanced customer experience
Efficient transaction processing
Easy signature recording
Seamless integration
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Feature-rich POS System for Merchants and Vendors
Challenges:
Allow merchants an easy and fast way to charge customers for their products and services through a POS system.
Industry
Financial Services
Solutions:
Workful - A Point Of Sales System
Results:
Ease payment methods, track sales trends, enable intuitive dashboards, track employee timesheets, capture signatures, and more.
Locations:
US
About the Client
TaxSlayer is an income tax preparation business founded in 1965 by Aubrey Rhodes Sr. Over the years, It has evolved into a tax preparation and filing software development company. Its core business functions focus on simplifying finance management with its suite of products.
TaxSlayer’s suite of products promotes easy E-Filing, along with audit assistance and priority support. It also forms a repository of all major schedules. The client wanted to further their reach and build a solution that met the POS needs of various business industries.
Case Overview
TaxSlayer wanted to modernize its existing systems to further its reach and build a solution that met the POS needs of various business Industries. Understanding the client's needs required a thorough understanding of the Financial industry challenges and market changes.
Fingent’s expertise and years of experience in the domain helped develop a Point-of-Sale System that met the needs of Merchants from various business industries. It promoted faster ways to charge customers for the Products and services they rendered.
CHALLENGES
Roadblocks Faced in the Existing System
Challenges of merchants to enable easy customer payment systems
Difficulty in tracking payments and transactions
Difficulty in managing employees and customers
Inability to track sales trends
Maintaining visibility and keeping track of data was tedious
SOLUTION
Fingent’s Approach - Workful - A Point Of Sales System
The application comprises a web and tablet application that empowers merchants with features to manage transactions, customers, and sales. It allows merchants to maintain operational visibility, better track employees and customers, and have a better POS system.
Intuitive Sales Dashboard to help track sales trends, total sales, payment methods
Easy management of products and services, including price and tax customizations
Employee timesheet tracking and integration with Tax Slayers HR application
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BENEFITS
Making an Impact on Client Success
Fingent provided the client with a simple-to-use system that eased their customer booking management. The system enabled easy tracking of available dates, streamlined staff scheduling, and effective user profile and role management, which enabled the client to offer quality services with fewer wait times.
Manages transactions, discounts, payment methods
Eases integrations with Card Readers and Payment Gateways
Prints receipts and sends receipts to customers via email
Enables to capture signatures
Tracking of transactions eased
Intuitive dashboards
Improved data utilization
Smart decision-making
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End-to-end Default Management Solution
Challenges:
Improve task efficiency and streamline workflow for real estate brokers, inspectors, and field agents.
Industry
Real Estate
Solutions:
An End-to-end Default Management Solution
Results:
Improved workflow management with digital tools that eliminated excess paperwork and Excel sheet recording, contributing to efficient performances and boosting customer trust.
Locations:
US
About the Client
Founded in 1967, Five Brothers provides property preservation, inspections, REO, maintenance, valuation services, utility services, and various mortgage industry support services. With a strong focus on customer experience, Five Brothers strives to leverage new-age technologies to maximize asset preservation and mitigate risk.
To enable end-to-end efficiency in property management, the client sought a reliable software development partner who could guide them in leveraging the latest technologies. The company wanted to enhance the customer experience while allowing for a streamlined and effortless workflow.
Case Overview
Fingent carefully and meticulously analyzed the client's needs and the industry challenges, based on which they formulated a series of solutions that simplified generating price opinions, invoicing, work order scheduling, audits, inspections, reporting, disaster management, and more.
Fingent created a comprehensive default management system comprising several integrated components, including BPO, QC, AVM, Workflow, and Invoice, customized to cater to the client’s unique needs and work model. Fingent followed an interactive, “agile” process to build out the required capabilities, resulting in the five discrete modules.
CHALLENGES
Roadblocks Faced in the Existing System
Complexities in generating price opinions
Difficulties in interior and exterior property inspection and reporting
Lack of automation in generating property value reports
Need to streamline work order management
Tedious invoicing processes, especially in mortgages
SOLUTION
Fingent’s Approach - End-to-end Default Management Solution
Fingent’s end-to-end default management solution included customized solutions that simplified generating price opinions, streamlined property inspections, automated reporting on property value, eased work order management, and improved invoicing efficiency.
FiveOnline BPO - to generate price opinions on properties
FiveOline QC - assess and report the quality of the property
FineAVM - automated valuation model to generate property value reports
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BENEFITS
Making An Impact On Client Success
Five Brothers saw an ease in workflow management with digital tools that eliminated excess paperwork and Excel sheet recording. Our partnership enabled them to transform their business at each stage with scalable and modern technology that enabled them to expand their custom base and partnerships.
Eased work order management and administration with BPO Portal
E-invoicing system that simplified transactions in mortgages
Simplified workflows, enhanced efficiency and improved customer services
Ability to leverage modern technologies to adapt the market changes
Streamlined Operations
Customer Trust
New-age Technology
Business Expansion
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Lewtan: Developing Efficiency And Productivity Through Business Consolidation
How Fingent assisted Lewtan, a leading provider of technology solutions for asset-securitization, modernize their business and technology scenario.
Lewtan
Industry
Financial Services
Region
United States
Technologies
.NET
About the Customer
Lewtan is the leading provider of a wide range of content and technology-based solutions to members of the global asset-securitization industry. These include issuers, investors, underwriters, servicers, credit enhancers, and rating agencies representing more than 300 institutions worldwide that rely on Lewtan intelligence and surveillance solutions.
Lewtan’s product maintenance management was a growing concern. As their products were developed from different business and technology streams, consolidation was a key issue. Lewtan approached Fingent to help them asses their current business and technology scenario and provide a road map towards modernization.
Fingent’s Solution
Fingent deployed a thorough study of Lewtan products, their processes, and infrastructure. A detailed study, involving product overviews from product managers, detailed overview and application demo was undertaken. Fingent reviewed code snippets and Database Schema along with the infrastructure and Management setup.
From the results of this study, Fingent was able to formulate an extensive set of recommendations for Lewtan. With Fingent’s roadmap, Lewtan was able to understand their business scenario and was able to execute adequate steps to increase their efficiency. Fingent’s strategy also helped Lewtan modernize its products reaching a far wider audience effectively and efficiently.
How we helped our client
Fingent strategized adaptable business process plans that helped Lewtan streamline critical business functions.
In the technology front, Fingent identified gaps between the latest version and supported versions of their product. This also resulted in innumerable versions of source code maintained and supported by Lewtan, proving to be quite a challenge for technology consolidation.
Fingent further drafted a cloud product consolidation and migration strategy.
Fingent clearly defined a migration path that simplified technology transition.
“The application that Fingent developed is excellent and has great visuals. The team explains their process thoroughly, makes changes that are requested promptly, and addresses bugs quickly and professionally.”
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Simplifying CMS with User-Based Customization
How Fingent optimized the customer’s content management system enabling their sales and marketing teams to achieve their goals easily
RAK
Industry
Financial Services
Region
UAE
Technologies
WordPress
About the Customer
The client is a leading Insurance institution established in 1974. To remain competitive amidst the financial slowdown, the client ’s marketing teams wanted the ability to quickly create campaigns, run experiments, and learn from customers. The organization knew that with such insights they could deliver better services to its customers and generate leads from the website visitors.
Fingent’s Solution
Fingent optimized the existing content management system that helped the sales and marketing teams achieve their goals easily. The end product was a web publishing platform built on a secure CMS that was easy to manage with the ability to quickly deploy new content without having to rely on designers and developers.
How we helped our client
Delivered online training for CMS management and content optimization options available in the CMS
Optimized CMS for easier management of content types, SEO tags and translations to local languages
Improved CMS architecture to reduce the need of technical knowledge to manage the website content
Improved user management of the CMS to provide role-based content management access
“The application that Fingent developed is excellent and has great visuals. The team explains their process thoroughly, makes changes that are requested promptly, and addresses bugs quickly and professionally.”
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Quantlogic – Algorithmic Trading and Analytics
How Fingent assisted QuantLogic in streamlining and simplifying their data through technology
QuantLogic
Industry
Financial Services
Region
United Kingdom
Technologies
.NET
About the Customer
Quantlogic is one of the leading providers of algorithmic strategies, financial research, trading signals, real-time trade management tools, and 24 hours of trade monitoring services. They basically deliver major services to investment banks, hedge funds, private investors and the like.
Fingent’s Solution
The data that they dealt with was developed from monetary predictions, after estimating changes in currency value while relating them between exchange markets of different countries. This helped them to better plan their investments.
How we helped our client
The data formed over 200,000 data touchpoints that included relations between resistive and support functions, predictive and actual value and the like. It also included the rate of success of predictions.
Each of these data touchpoints was further associated with 12 derived unique verticals in real-time.
Fingent’s advanced analytical solutions, helped Quantlogic maintain Data Quality that improved their predictive algorithm.
Quantlogic increased its probability of successful predictions along with radical data association and data archival processes.
“The application that Fingent developed is excellent and has great visuals. The team explains their process thoroughly, makes changes that are requested promptly, and addresses bugs quickly and professionally.”
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