COLBR Case Study
How We Built COLBR to Make Working With Financial Advisors Simple and Stress-Free
We worked with COLBR to design a system that would fix complicated approval steps. Linkitsoft designed two portals: one for customers and one for admins. This way, customers get a clear path to complete their onboarding, while advisors can validate information, manage profiles, and keep everything moving without delays.
Industry
Finance
Business Type
Mid-Sized
Platform
Web App
Services Involved
Development, Design, Testing and Deployment
COLBR- Project Goal
Advisors and customers were struggling with lengthy paperwork and delays in getting documents approved. The project goal was to create a secure digital platform that enables customers to share information and track their progress easily. This way, they could stay in sync with their advisors. COLBR had to bring meetings, document validation, and profile management into one streamlined solution.
The Core Problems and their solutions
The Problem
Customers faced lengthy and complicated onboarding processes due to excessive paperwork and delays in getting documents approved.
Our Solution
We helped COLBR build a platform that replaces manual paperwork with a simple digital process. Customers can upload documents in one place, while advisors can review and validate them quickly. This turned weeks of frustration into a smooth, stress-free experience.
The Problem
Advisors often struggled to keep track of client documents and updates. This led to mistakes and missing information. Over time, this would result in a lack of accountability in the process.
Our Solution
Linkitsoft’s solution for COLBR was to create an admin portal where advisors can securely validate or reject documents. Every action is recorded and organized, providing both customers and advisors with clear visibility and ensuring that nothing slips away.
The Problem
The original onboarding process for users was scattered across too many tools. There were emails for credentials, forms on one platform, meetings on another, and file uploads somewhere else. Customers found it hard to stay organized.
Our Solution
With COLBR, we brought the entire journey into one streamlined system. From booking meetings and filling out forms to uploading documents and signing reports, every step now happens in a single platform. This unified flow saves time, reduces errors, and keeps both customers and advisors on the same page.
Key Features of COLBR
Customer & Admin Portals
Two dedicated portals keep things organized. Customers manage their onboarding while admins handle validation and oversight.
Smart Document Management
Customers can upload files in phases, and advisors can quickly validate or reject them.
Meeting Scheduler
Integrated with Calendly, customers can easily book sessions with advisors at the right stage of the process.
Progress Tracker
A clear dashboard shows customers exactly how much of their profile is complete and what steps remain.
Admin Control & Editing
Advisors can update details and regenerate documents, ensuring the process remains accurate.
News & Updates
Admins can post announcements directly on the customer portal, keeping everyone informed in real time.
The Outcome
By centralizing everything into one secure system, Linkitsoft allowed COLBR to strengthen trust between customers and advisors. It also helped them reduce delays and create a smoother journey for both parties.
Have a Project To Discuss?
Connect with us and discover how our solutions can drive real results for your business.
