Project Industries: Financial Services
Self Service Customer Portal to Streamline Payment Transactions
See how Fingent helped a major financial leasing firm simplify payment transactions for its customers by building a secure web-based portal.
Company
NEC Financial Services, LLC
Region
United States
Industry
Finance
Technologies
Visual Studio | ASP.NET MVC | C # .NET | MS SQL Server | TFS
Requirement
NEC envisioned a dedicated secure payment interface built upon their existing system that gave its customers the option to make payments online and perform other functions related to their transactions.
Challenges
Lack of payment facility in NEC’s existing solution hampered their cash flows. Manual processing of invoices proved to be error-prone, time-consuming and caused delayed payments.
Results
A dedicated customer portal featuring an easy-to-use interface that allows customers to flexibly make payments, view and download invoices, track transaction history, & more, all in one place
“ Off-the-shelf products in the market couldn’t accommodate our multi-party customer relations model “.
Fingent’s bespoke CRM application, tailored to our needs, streamlines processes for both our builders and suppliers. They even suggested ideas to maximize efficiency “.
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Let’s work together to solve your business challenge
ChargeItPro: Specialized Integrated Payment Processing Gateway
How Fingent helped ChargeItPro create a mobile payment gateway solution for effortless and streamlined payment processing
ChargeItPro
Industry
Financial Services
Region
USA
Technologies
Android, iOS
About the Customer
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 meaningful connections and trustworthy customer care.
Fingent’s Solution
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.
How we helped our client
Device registration and configuration.
Email receipt and transaction logging.
Signature Recording.
Gateway for credit card processing.
“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
Other Case Study
Feature-rich POS System for Merchants and Vendors
Fingent associated with TaxSlayer to develop Workful, a Point of Sales system that met the needs of merchants from various Industries
TaxSlayer
Industry
Financial Services
Region
United States
Technologies
.NET, Android, iOS
About the Customer
TaxSlayer is an income tax preparation business founded in 1965 by Aubrey Rhodes Sr. Through the year TaxSlayer has evolved into a tax preparation and filing software development company. TaxSlayer’s core business focus is about simplifying finance management with its suite of products. Its suite of products aimed at an easy E-Filing along with audit assistance, priority support and also forms as a repository of all major forms and schedules. TaxSlayer wanted to still further their reach and build a solution that met the POS needs of various business Industries.
Fingent’s Solution
Understanding the market challenge was critical for us. Given our in-depth expertise in the financial services sector, we could easily perceive the current industry scenario and develop a comprehensive solution vision. Fingent, along with the project leads at TaxSlayer developed Workful, a Point of Sales System that met the needs of Merchants from various Business Industries. Its primary goal is to allow Merchants an easy, fast way to charge customers for the Products & Services which they render.
The application comprised of a web and tablet application that empowered merchants with features to manage transactions, customers and sales.
How we helped our client
Intuitive Sales Dashboard to track Sales Trends, Total Sales, Payment Methods and other relevant pieces of information. The dashboard also highlights trends important for managers
Manage the employees who use the workful POS Tablet
Manage Products and Services including price and tax customizations for the products
Track all transactions performed on the POS. Cancel and refund transactions where required using the POS
Manage the customers who have used the POS system
Point of Sale will manage transactions, discounts, payment methods and integrations with Card Readers and Payment Gateways. Print receipts and send receipts to customers via email. Merchants can also Capture signatures through the application
Employee timesheet tracking and integration with TaxSlayers’s HR application
“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
Other Case Study
Five Brothers – Default Management Solutions
How Fingent created a comprehensive management solution for Five Brothers to save time, eliminate errors, and increase efficiency
Five Brothers
Industry
Financial Services
Region
United States
Technologies
.NET
About the Customer
Founded in 1967, Five Brothers provides innovative, regulatory-compliant default management services that save time, eliminate errors and increase efficiency for commercial and residential mortgage services nationwide. The assignment was to create a set of purpose-built software functions comprising Five Brother’s default management solutions.
Fingent’s Solution
Fingent created a comprehensive default management system comprising of several integrated components including BPO, QC, AVM, Workflow, and Invoice and customized it to suit their business model. Fingent followed an interactive, “agile,” process to build out the required capabilities, resulting in the five discrete modules.
How we helped our client
FiveonlineBPO: Real estate brokers and agents use this software to generate price opinions on properties by evaluating field inspections and other third-party data within an integrated context.
FiveonlineQC: Field inspectors use this software to systematically assess and report on the quality of the interior and exterior of properties.
FiveAVM: This AVM (automated valuation model) tool uses proprietary algorithms to generate property value reports from a list of properties imported as CSV (comma-separated value) format.
BPO-Portal: This portal system is a front-end that incorporates a full work order management and administration system on work order bids.
FiveInvoice: An e-invoicing system designed specifically for the mortgage industry with full workflow, managing transactions from invoicing through accounts payable.
“Through our involvement with Fingent Corporation, we’ve been able to cut our quality control costs by about 70 percent for the current year.The agency’s reliability, diverse resources, and solid communication made them a successful partner for over a decade. ”
Let’s work together to solve your business
challenge
Other Case Study
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.”
Let’s work together to solve your business
challenge
Other Case Study
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.”
Let’s work together to solve your business
challenge
Other Case Study
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.”