Despite their natural complexity, banking services are moving towards more seamless, user-friendly platforms.
Our objective was to create a mobile app and CRM system that would enable customers to manage their finances, submit applications, sign contracts, exchange documents, and access banking support remotely, without requiring in-person visits. At the same time, we aimed to equip bank officers with a comprehensive system to streamline client account management and improve back-office efficiency.
Addressing Key Challenges
We set out to build a solution that would simplify banking for customers and optimize back-office operations for bank staff, and faced these particular challenges:
• Designing a mobile app that would allow users to manage their finances and interact with bank services seamlessly
• Ensuring secure and reliable document exchange and contract signing features
• Enabling remote banking support while maintaining a high level of customer service
• Developing a CRM system for bank officers that could effectively track accounts, transactions, and documents
• Integrating all systems for smooth data flow between the mobile app, CRM, and banking operations
Our team was aspired to offer a seamless, secure, and intuitive banking experience for customers while simultaneously improving operational efficiency and enabling staff to better serve their clients.
Implemented Solutions
To handle these issues, we applied several strategies that boosted the user experience and operational efficiency:
User-Friendly Mobile App
We built an intuitive mobile app using Angular, Ionic, and TypeScript. This allowed customers to easily access their personal information, manage accounts, submit applications, sign contracts, and receive support from the bank — all from their smartphones.
Seamless Document Exchange and Contract Signing
The app was designed to allow customers to securely exchange documents and sign contracts remotely. This feature eliminated the need for physical presence and paper-based processes, improving both customer convenience and security.
Efficient CRM System for Bank Officers
We developed a comprehensive CRM system that helped bank officers manage customer accounts, track transactions, and handle document exchange effectively. This centralized system also allowed bank staff to generate reports and streamline back-office operations.
Integrated Real-Time Data Access
Using Rest API and SQL for backend integration, we ensured that the mobile app, CRM system, and bank operations were all connected, providing real-time access to accurate customer and transaction data.
Application of Advanced Technologies
We used a strong technology stack to bring this complex solution to life:
• Angular, Ionic, and TypeScript for creating an intuitive and responsive mobile app
• JavaScript for dynamic and interactive user interfaces
• SQL for efficient data management and storage
• Rest API for seamless backend communication and real-time data exchange
Tangible Results and Impact
The improvements in both customer engagement and performance can be easily observed:
Increased Customer Engagement
The mobile app saw a 15% rise in customer engagement. Users now have the ability to manage their finances, submit applications, and access banking support from anywhere, improving satisfaction and convenience.
Optimized Back-Office Operations
The CRM and tech support features led to a 17% reduction in processing times. Bank officers could now manage accounts, track transactions, and exchange documents more efficiently, which enhanced overall productivity.
Boosted Productivity
Automation of key processes helped reduce errors and streamline operations, leading to increased productivity for both customers and bank staff.
By leveraging advanced technology, we successfully transformed the digital banking experience for both customers and bank officers, creating a platform that is efficient, secure, and user-friendly.
Headquarter: