As a leading Financial Software Development Company, we assist our clients remove obstacles in their work operations and take financial processes to the next level. Having completed over 35 projects for diverse organizations, we have considerable expertise in developing custom Financial Software solutions tailored to each company's objectives and abilities.
Our client, a large insurance provider, needed to digitize their document intake process which was manual and inefficient. They receive hundreds of documents daily related to claims, policies etc. We developed a customized document management system utilizing machine learning and workflow automation. It scans, extracts metadata and intelligently routes documents. They are electronically stored with searchable fields for easy access. Key features of the solution include automated classification, digital storage, rules-based routing, document generation, mobile access and reporting. The system reduced processing times from days to hours by eliminating manual tasks. Employees can now quickly search and retrieve documents remotely.
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One of the US banks engaged us to develop a native mobile banking app. Their objectives were to provide customers with secure access to accounts anywhere, integrate with core systems, deliver personalization and support all banking functions through an intuitive app. We designed Android and iOS apps using the latest SDKs in a responsive framework. Key elements of our solution included: biometric authentication and token-based authorization for highly secure access to accounts; responsive design framework to optimize the UX across different devices; integration with the bank's core systems using APIs to fetch real-time account data; full suite of banking features from basic functions to more advanced cash management tools. The new mobile app delivered the client's objectives of securely serving customers anywhere through a personalized, feature-rich banking experience on-the-go.
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Our client, an investment firm, needed to upgrade their outdated in-house portfolio management system. It lacked flexibility and customization. Based on the requirements, scale of data and future scalability needs, we proposed a microservices-based modern architecture leveraging cloud infrastructure. we designed and developed individual microservices, UI screens, integration points etc. per the approved specifications. Security best practices like authentication, authorization and input validation were built-in. We performed user acceptance testing and the new portfolio management system went live smoothly replacing the old system. The new software provided a vastly improved user experience for portfolio managers and traders to manage portfolios, place orders, generate reports etc. It supported custom workflows and integrated seamlessly with other internal and external systems.
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Our client needed a custom tax software solution to modernize their workflow. Their existing off-the-shelf software had become outdated and inflexible. We designed a web-based tax preparation system that addressed clients' key requirements: integrating with their existing financial software to automatically import client data; an easy-to-use and customizable interface for preparers; the ability for clients to login into a secure portal to upload documents and review return status; generate customized tax forms and schedules based on client profiles; automate calculation of deductions, credits, and totals; Integrate electronic filing capabilities directly from the software. Efficiencies have improved as calculations are automated. Client can now focus on client service while spending less time on manual tasks.
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Our client needed to automate inefficient manual invoicing processes. They approached us with a request to develop a centralized system to create, track and accept online invoice payments. We developed a custom Invoices Management System. Some of the key features of the system we developed for the client include online invoice creation and delivery via email/PDF, a payment portal for clients integrated with payment gateways, and customizable reports. The system streamlined the entire invoicing lifecycle from one centralized portal. It also automated late payment reminders and reconciled invoices with accounting software daily. Results included reducing days sales outstanding by 7 days through online payments. The accounting team saved 10 hours weekly by eliminating data entry.
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Our services will fulfill any request you have related to custom software development. Here are our main services:
Looking to proceed with the development of your Financial Software? Fill out the form to get a free estimate of your project. We will be in touch with you within a matter of minutes.
A detailed collection of your requirements. Consultation on software design according to your business goals.
We build prototypes of your Financial solution to help you evaluate the functionality, design, and roadmap of the product and outline future enhancements.
Creation of the Financial software agreed with you, adhering to deadlines and plan.
We check the Financial software for bugs and other issues to ensure a high quality solution.
After the Financial software has been developed we continue to monitor the stability and quality of the solution and add new features if necessary.
Leveraging deep industry expertise, our dedicated team partners with clients to understand unique needs and address challenges through tailored software. Rather than just writing code, we collaborate closely to identify areas for enhanced efficiency, reduced costs or new capabilities. This approach has yielded measurable results for many of our clients seeking operational improvements.
iWeb-Soft provides exceptional software development services. Their team demonstrated deep understanding of our project requirements and delivered a tailored solution that aligned perfectly with our business objectives. Their technical expertise, transparent communication, and customer-centric approach make them a reliable choice for any software development project. Highly recommended!
CEO & Co-founder, Regent CRE
iWeb-Soft developed a high-quality custom application for my business efficiently and on budget. Their team was a pleasure to work with, excellent communicators throughout the project. I would definitely recommend iWeb-Soft for any software development or custom application needs.
CEO, TrucknTow, Inc.
When our previous developer fell behind schedule, iWeb-Soft helped get the project back on track. Their team conducted a thorough audit and proposed realistic completion dates. I appreciate their responsiveness and ability to get up to speed efficiently and quickly. iWeb-Soft is reliable to work with, even under tight deadlines.
CEO, Trillium Health
We partnered with iWeb-Soft to develop a customized CRM for our growing consulting firm. Their system simplified our client interactions and data management. Two years later, it continues to adapt nicely as our needs evolve. We appreciate iWeb-Soft's long-term support and recommend them as a software developer.
CIO, Orchid Black
During our time at Financial Development, we have been widely recognized for our skills and expertise.
Explore our latest accolades and notable events.
Share your concept, and we'll gladly offer you a complimentary project cost estimate, address any inquiries you may have, and outline our collaboration plans.
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