Financial Services Digital Transformation
Client Onboarding & CRM Platform
FinanceCustom SoftwareCRM IntegrationWorkflow Automation
Project Overview
SummitBridge Financial Group is a growing financial advisory firm serving individuals and businesses across the United States. As the company grew, client onboarding, document collection, follow-ups, and internal approvals were being managed across different tools. InvexTech built a centralized platform that connected CRM, onboarding, communication, and internal workflows into one secure system.
Key Features
Digital Client Onboarding
Clients can complete onboarding forms, upload documents, and track their application progress online.
Financial CRM
Advisors can manage prospects, clients, opportunities, conversations, and follow-ups from one dashboard.
Document Management
Client documents are securely organized and connected to the relevant customer profile.
Workflow Automation
Internal approvals, follow-ups, task assignments, and notifications are automatically triggered based on each client's stage.
Client Portal
Clients can securely access documents, account information, requests, and important updates.
Reporting Dashboard
Management can monitor onboarding progress, pipeline activity, team workloads, and operational performance.
Quick Facts
Client:SummitBridge Financial Group
Industry:Financial Services
Location:New York, USA
Company Type:Financial Advisory & Wealth Management Firm
Technical Implementation
Secure Cloud Architecture
Built on scalable AWS infrastructure with security controls for sensitive financial information.
Role-Based Access
Separate permissions for clients, advisors, operations teams, and administrators.
CRM Integration
Salesforce integration keeps customer information, opportunities, and communication synchronized.
Automated Workflows
Tasks, approvals, reminders, and client communication are triggered automatically.
API Integrations
The platform connects CRM, document services, email, e-signature, and other financial tools.
Technologies & Tools
Our carefully selected technology stack ensures optimal performance, scalability, and maintainability.
Cloud & Infrastructure
AWSDockerAmazon S3
Backend Technologies
Node.jsNestJSREST APIs
Database & Storage
PostgreSQLRedis
Frontend Technologies
React.jsNext.jsTypeScript
Integrations
SalesforceDocuSignSendGridTwilio
Ready to Build a Financial Solution?
InvexTech builds secure CRM platforms, client portals, onboarding systems, workflow automation, and custom software for growing financial businesses.
or call us at +1 (787) 710 2724
Secure Platform
Enterprise Grade
Custom Built
