Vantrust
Enrollment platform for document collection and validation.
At Vantrust Capital, opening your account and enrolling your new financial products is now easier and faster.
Client
Vantrust Capital
Timeline
2023
Category
General Fund Administrator
Team roles
Quality Assurance Analyst · Back-end Developer · Chatbot Developer · Front-end Developer · UX/UI Designer
Technologies
NestJS · React Native
About the project
In response to the growing demands for efficiency and accuracy in data management, our client's need arises to digitize the enrollment process for new clients.
Challenge
Vantrust Capital needed to develop a platform to digitize the enrollment process for its new clients. Before this, the company collected information on new hires manually on paper, which presented risks of data loss and inefficient management.
Solution
To effectively address this challenge, Product Discovery sessions were carried out to fully understand the client’s needs and identify the best solution to meet their requirements.
As a result, it was concluded that implementing a platform would help accelerate and ensure the integrity of the processes.
Result
A digital system was developed for enrolling new clients, along with a back office that allows operational and legal departments to review and manage user creation.
An all-encompassing solution was built to optimize operations and supervision at each stage of the enrollment process.
Greater efficiency in the enrollment process.
Forget about paperwork and long processes! Open your Vantrust Capital account and get access to all its services. Enjoy an efficient, safe and completely adapted experience to your needs.
Security and protection of information.
With the Vantrust Capital platform, you can rest assured that your personal information is protected and managed efficiently, reducing the risk of data loss or fraud.
Fast and personalized customer service.
Thanks to the chatbot integrated into the platform, you can count on immediate answers to your questions or problems and receive personalized support 24 hours a day.
Las voces de la experiencia
Las piezas trascendentales de nuestros proyectos son las personas que formaron parte de ellos. Conoce los testimonios tanto de nuestro equipo como de nuestro cliente, compartiendo sus experiencias, aprendizajes y el impacto de nuestro trabajo conjunto.
Testimonio
Nombre
Cargo o rol dentro del proyecto
Testimonio
