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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        ideas into reality

        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

            Challenges of merchants to enable easy customer payment systems

            Difficulty in tracking payments and transactions

            Difficulty in tracking payments and transactions

            Difficulty in managing employees and customers

            Difficulty in managing employees and customers

            Inability to track sales trends

            Inability to track sales trends

            Maintaining visibility and keeping track of data was tedious

            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

            taxslayer-solutions

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            ideas into reality

            taxslayer-benefits

            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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                Strategizing a Roadmap to Modernization

                Challenges:

                Lewtan was struggling with product maintenance management. They needed to consolidate their business.

                Industry

                Financial Services

                Solutions:

                Strategizing a roadmap to embrace modernization

                Results:

                Fingent helped the client develop efficiency and productivity through business consolidation.

                Locations:

                US

                About the Client

                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. Consolidation was a key issue as their products were developed from different business and technology streams. Lewtan approached Fingent to help them assess their current business and technology scenario and provide a road map towards modernization.

                Case Overview

                Fingent deployed a thorough study of Lewtan products, processes, and infrastructure. This study involved detailed product overviews from product managers, a detailed overview, and an application demo. Fingent also reviewed code snippets and database schema, as well as the infrastructure and management setup.

                Based on the results of this study, Fingent formulated an extensive set of recommendations for Lewtan. With Fingent’s roadmap, Lewtan could understand its business scenario and execute adequate steps to increase its efficiency. Fingent’s strategy also helped Lewtan modernize its products, effectively and efficiently reaching a far wider audience.

                CHALLENGES

                Roadblocks Faced in the Existing System

                Fragmented Product Maintenance

                Lack of Consolidation

                Outdated Infrastructure

                Scalability Issues

                Limited Market Reach

                SOLUTION

                Fingent’s Approach - Boosting Efficiency and Productivity Through Business Consolidation

                Fingent strategized adaptable business process plans that helped Lewtan streamline critical business functions. On the technology front, Fingent identified gaps in the latest versions of their financial service products and supported their modernization.

                Identified technology gaps

                Crafted a cloud product consolidation strategy

                clearly defined a migration path

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                BENEFITS

                Making an Impact on Client Success

                Fingent’s strategic approach enabled Lewtan to streamline operations, modernize its technology landscape, and consolidate its cloud products, ensuring enhanced efficiency and scalability.

                Improved operational efficiency through process streamlining.

                Simplified source code management, reducing maintenance complexity.

                Developed a structured cloud migration strategy for improved agility.

                Provided a clear roadmap for efficient technology transition.

                Enhanced scalability

                Modernized technology

                Reduced maintenance overhead

                Consolidated solutions

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                    Simplifying Content Management with a Customized Software Solution

                    Challenges:

                    The need to quickly create campaigns urged streamlining content generation and management

                    Industry

                    Financial Services

                    Solutions:

                    A Custom-built Content Management System

                    Results:

                    Easy management of content types, SEO tags, translation to local languages, and more. Streamlined and efficient content management resulted in quality campaigns and better customer reach.

                    Locations:

                    UAE

                    About the Client

                    The client, RAK, is a leading insurance institution established in 1974. To remain competitive amidst the financial slowdown, the client’s marketing team wanted the ability to quickly create campaigns, run experiments, and gain a competitive edge.

                    The company was already using a content management system. However, outdated technology crippled the firm from achieving marketing targets. Complexities in content management delayed campaigns and affected sales.

                    Case Overview

                    Fingent optimized its existing content management system, which helped the sales and marketing team to achieve their goals easily. The end product was a web publishing platform built on a secure CMS, enabling easy content management.

                    The solution allowed the team to quickly deploy new content without having to rely on designers and developers. Prompt content delivery enhanced customer engagement and widened customer reach for the client.

                    CHALLENGES

                    Roadblocks Faced in the Existing System

                    Inefficient Content Management

                    Inability to use new-age technology

                    Outdated Technology

                    Delays in Running Campaigns

                    Inability to Achieve Marketing Targets

                    Tough Market Competition

                    SOLUTION

                    Fingent’s Approach - A Custom-built Content Management System

                    Fingent revamped the client’s CMS into a secure, scalable WordPress platform, empowering the marketing team to launch campaigns and content independently. This streamlined content management accelerated time-to-market and reduced dependency on technical teams.

                    Optimized CMS for easier management of content types

                    Improved management of SEO tags and transition to local languages

                    Role-based content management access

                    RAk-solutions

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                    ideas into reality

                    BENEFITS

                    Making an Impact on Client Success

                    The enhanced CMS empowered RAK’s marketing team to launch campaigns swiftly, expand market reach, and stay ahead of competition—without relying on technical support. It simplified content workflows, improving agility and engagement.

                    Faster content publishing reduced campaign turnaround time

                    Multilingual support helped tailor content for regional audiences

                    Role-based access improved team collaboration and control

                    SEO-optimized content boosted online visibility and reach

                    Streamlined Content Management

                    Better Marketing Outcomes

                    Faster Campaign Delivery

                    Enhanced Customer Reach

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                        Quantlogic – Algorithmic Trading and Analytics

                        How Fingent assisted QuantLogic in streamlining and simplifying their data through technology

                        QuantLogic

                        addressCreated with Sketch.

                        Industry

                        Financial Services

                        flagCreated with Sketch.

                        Region

                        United Kingdom

                        laptopCreated with Sketch.

                        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.

                        algorithmic software

                        How we helped our client

                        trading software

                        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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                        challenge

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                            Plananza – Scalable, Social, C2C Event Management Application

                            How Fingent helped develop Plananza, an event discovery platform that allows people to discover events happening in their city, buy tickets and more.

                            Five Brothers

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                            Industry

                            Event Management

                            flagCreated with Sketch.

                            Region

                            United States

                            laptopCreated with Sketch.

                            Technologies

                            .NET

                            event oranizer
                            event management solutions

                            Solution Overview

                            Plananza is an event discovery platform that allows people to discover the things happening in their city. Plananza takes interest into consideration when making suggestions and ensures that the people are only notified of what they care about. Additionally, Plananza also allows people to follow their favorite performers and venues, buy tickets, interact with social media friends, and much more.

                            Solution Details

                            Fingent provided advanced information management and analytics software, coupled with simple visualization solutions, to bring to life a social media app for promoting events such as concerts and other nightlife activities. The platform had to provide a rich user experience and at the same time handle valuable marketing data on events, event sponsors, and users.

                            desktop application app

                            How we helped our client

                            mobile app

                            It helps in creating an event in just a few clicks and also list it under different categories or set its privacy limits or even send out reminders to those who are invited for the event.

                            It helps in marketing the event through social media sharing, email marketing and making use of promo codes and the like.

                            It enables safe and secure handling of payments with automated ticket generation and confirmation and authorized payment methods.

                            It provides a simple and easy registration process for the attendees of events with the option of rating and commenting on venues and events for the attendees.

                            “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.”

                            Let’s work together to solve your business
                            challenge

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                                NEC – Streamlining Quote Management

                                A customized and scalable web application that enabled NEC Corporation to streamline and expedite their quote management process

                                Company

                                NEC Corporation

                                addressCreated with Sketch.

                                Industry

                                IT services and products

                                flagCreated with Sketch.

                                Region

                                Japan

                                laptopCreated with Sketch.

                                Technologies

                                .NET

                                best web application software
                                note-bookCreated with Sketch.

                                Requirement

                                A scalable web solution that can reduce NEC’s sales cycle by responding to their dealers’ requests quickly. They also wanted to automate some of their quote generation practices which will simplify their overall process.

                                ideaCreated with Sketch.

                                Challenges

                                Inefficient practices in quote management such as using various calculation methods and manual generation and processing of quotes led to huge resource leakage and delays in their sales cycle.

                                resultCreated with Sketch.

                                Results

                                NEC was able to accelerate their sales cycle and reduce 50% of their resource wastage. The application increased their productivity by streamlining their quote management process.

                                “Fingent Corporation is a good partner for our projects and I’ve enjoyed working with them. They consistently hit milestones, manage projects well, and deliver quality work.”

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