Loans management platform

Lending and deposit system

Client overview

Customer location

Estonia

Domain

FinTech

Client is Estonia based startup in the FinTech domain.

Challenge

One of the biggest challenges in traditional Finance domain is related to outdated technologies used in products, which can lead to issues with product performance and introduce security risk. Customer idea was to create a new secure, intuitive, and user-friendly Fintech platform for financial services institutions.

Description

Project is a web-based platform designed for loan providers and their clients. It offers a range of capabilities, including the creation of new loan products, tracking of customer activity, establishing due dates for tasks for clients, and more. Through the application, bank clients can easily track their balances, transactions, and expenses, apply for loans, and link their accounts to various deposits. In addition, clients have the ability to contact bank officers to resolve any issues they may encounter.

Features

  • Workflow-machine
  • Collection and calculation of statistical information for building charts and dashboards
  • Report generation in PDF, CSV, Excel formats
  • Email sending
  • Schedule cron jobs
  • Configurable user access rights
  • Downloading and uploading documents
  • Flexible search modules
  • Bank account, transaction, loan, deposit management modules
  • Customer support module

Technologies

Foundevs scope of work

Back-end development

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