About the Project
Our client launched a digital platform for finding and receiving financial services — from tax returns to general consultations. The main goal was to quickly connect users with qualified advisors, simplify document exchange, and enable consultations via chat or video calls.
The platform is designed for both individual users and businesses, which can integrate it into their own services using white-label branding. This solution also serves as CRM software for consultants, allowing businesses to manage customer relationships seamlessly.
The Challenges
The client came with a clear request: to build a platform that would facilitate fast, convenient, and fully remote financial consultations. The main challenge was to create a user-friendly process for purchasing services and submitting documents, ensure real-time specialist matching, and guarantee secure document sharing and signing — all without in-person meetings.
At the same time, the platform needed to be scalable for other businesses, requiring flexible architecture and support for customization, which made it essential to consider business consulting management and consulting business solutions from the outset.
Another difficulty was integrating multiple third-party services — for payments, notifications, and e-identification — without affecting speed, user experience, or data security. Our task was to build a smooth digital ecosystem that would be intuitive for users and easy to manage for administrators, thus providing businesses with powerful software for business consultants.
Our Solutions
We have developed a platform that combines automatic consultant matching, service purchase, document upload, and electronic signing in one place, eliminating the need for external apps or extra steps. Each role (client, consultant, and admin) was assigned a dedicated dashboard to manage requests, documents, and communication efficiently. This approach made the platform a perfect solution for digital business consultants looking to streamline operations.
We integrated Stripe and SendGrid to ensure secure transactions and notifications. For future growth, we implemented a white-label architecture, enabling other businesses to rebrand and utilize the platform without needing to build it from scratch. This turned our client’s service into a complete B2B product with real market potential and established it as a leading online business consulting service.
Impact on Business
Process Optimization
Users can buy services, send documents, and get advice in one place via business consulting software.
Time Savings
Virtual interaction speeds up request processing and document handling, improving consulting efficiency.
B2B Scalability
The white-label model allows easy adaptation for partners, supporting expansion across various sectors.
Building Trust
Secure transactions and electronic signatures increase the professionalism and reliability of the service.
Value That We Delivered
We developed a comprehensive digital solution that completely transforms the process of obtaining financial services. We ensured smooth interaction between clients and consultants, automated key operations, and implemented scalability for corporate clients.
This allowed our client to significantly reduce administrative burden, improve service quality, and expand into new markets. Our platform, which functions as CRM software for consultants, streamlines client management and fosters consulting development.
