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Lending, Personalized

  Dallas

A growing lending company needed to scale technology services and build a better digital experience. We led efforts to design and implement a new web platform, create SSO capabilities, configure Azure instances, and define technology processes.

Use Cases

Enabling engaging, personalized marketing through modern tech and processes

Tech Stack

  • Angular
  • C#
  • Azure

Build Type

Hybrid

Team

  • Project management
  • Front-end development
  • Back-end development
  • UI/UX

What We Did

Start Smart

Start smart

After initial discovery and analysis, we shortlisted high impact, low effort lifts in customer satisfaction while the rest of the project continued.

  • Created strategic roadmap for redesign, implementation, and deployment of website
  • More than doubled current website speed
Foundations For Great Journeys

Foundations for great journeys

We led efforts to redesign navigation, learning content, and buy flows based on in-depth competitor research and customer journey analysis.

  • Dynamic pages for personalized experiences
  • New navigation experience rivaling best of class competitors
Website Implementation

Website implementation

We implemented the new CMS complete with custom internal controls, reporting capabilities, and a robust CI/CD process.

  • CMS deployed on various channels
  • Secure backend integrations handing PII
Technical Guidance

Technical Guidance

Throughout the project, we helped with several other important technology initiatives.

  • In-depth security assessment of processes and technology practices
  • Seamless SSO service and enterprise cloud

Key Outputs & Results

We successfully empowered the client to generate more leads and increase customer satisfaction. This made us their trusted resource on the cloud, marketing tech, and UI/UX.

All new ways to engage audiences

Modern marketing capabilities and guidance

Freed up client resources

The flexibility of our all-in-one team gave the client freedom to focus on other initiatives

Skills, confidence, and future growth

We documented important subjects and trained team members on security, CI/CD, and more

Quicker value

We identified and tackled high impact areas to bring value before the usual maturation time

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