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Advisor To Do
Digital Helping hand
for Financial Firms

USA Flag icon USA

Industry: Finance

Key Technology: React, Laravel

The Project

This application was developed to be a helping hand for financial firms to digitize to reduce human errors. It also supports customization according to clients’ requirements. The system also increased productivity & enhanced communication. The client was able to make their task management easy, by which they were able to assign and track the assigned tasks more effectively.

Procurebox

Overview

Solution Offered : Web Development, Product Development

Technologies Used :

MySQL
AWS

2

Full Stack
Software Engineers

1

Software
Architect

1

Product
Owner

2

Quality
Analyst

1

UI/UX
Developer

4

Months of
Collaboration

Procurebox

Key Features

Customizable Services & Templates

As the work is made easy for the management, it also allows them to customize their services.

Alexa for Tasks Creation

Template-based Tasks can be easily created just using voice. This happens via Amazon Alexa and there are several commands which ease the process of task creation.

Procurebox

Challenges

The client was loaded with ample tedious manual tasks, which hampered the overall productivity.

As the tasks were manually managed, there was frequent high data loss and also at some point, it was difficult to manage the process.

Even the fixed procedures were not being tracked properly, and there was no proper documentation of the same.

Procurebox

Solution

Digitalization of Data

The app digitalized the procedure and thus eliminating the need for manual work.

Task Module

This template aids the management to verify whether the advisors follow the fixed procedure or not.

Work Tracker

The task module also helps in tracking the work progress and keeps an eye on every advisor individually.

Reduces Manual Work

Currently, financial advisors have a huge dependency on manual labor. With this, the chances of error are reduced and the efficiency is increased too.

Project Snapshots

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