Finance
Mid-Sized
Web App
Development, Design, Testing and Deployment
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.
Customers faced lengthy and complicated onboarding processes due to excessive paperwork and delays in getting documents approved.
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.
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.
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 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.
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.
Two dedicated portals keep things organized. Customers manage their onboarding while admins handle validation and oversight.
Customers can upload files in phases, and advisors can quickly validate or reject them.
Integrated with Calendly, customers can easily book sessions with advisors at the right stage of the process.
A clear dashboard shows customers exactly how much of their profile is complete and what steps remain.
Advisors can update details and regenerate documents, ensuring the process remains accurate.
Admins can post announcements directly on the customer portal, keeping everyone informed in real time.
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