Fintech Harbor Consulting 

The company needed automation to boost efficiency and revenue. Without a web platform, global service provision and fast customer qualification were challenging, limiting customer acquisition and profits. Online registration would improve processes significantly.

• Automation of the process of collecting information from customers
  for company registration.
• Automation of the company registration service.
• Quick customers qualification through the registration constructor.

Taking into account the specifics of the company’s services, which involve different jurisdictions, we have developed a constructor in the admin panel for a correct and understandable registration process.

Each jurisdiction requires different sets of documents, so we created an opportunity for our client to customize the parameters through the admin panel or create new fields (text, drop-down lists, checkboxes, etc.). Based on all of the steps and information collected, the client receives the final result.

We have developed the ability to create service packages for each jurisdiction through the administrative panel. When registering, the user goes through steps based on which the system offers appropriate service packages. We used the internal logic of working with Fintech Harbor clients to ensure the most efficient process. In addition, to ensure fast and convenient payments, we have integrated Stripe, which allows users to make payments via Google and Apple Pay.

As a result, the process of creating and purchasing service packages has become much easier and more convenient for customers, which increases their satisfaction and optimizes the company’s performance.

Each Fintech Harbor client can access a personal account for order management. Within the account, users can edit documents, add company data, and check the status of their registration. We integrated Google authorization and email registration with a confirmation code for quick access. After completing the required fields, users send documents to the manager for review.

This system automates and simplifies the company registration process with a user-friendly interface. Managers can now process more orders without manually guiding clients through registration. Previously, information was collected via email and stored in various sources. The new automation system makes the registration process more efficient and easier for both managers and customers.

A personal account allows managers to receive and process client documents and information. In the account, the manager can view all the data received, add new documents or delete unnecessary ones, and contact the user to clarify and update all the necessary data. This greatly simplifies information processing and ensures high accuracy and service timeliness.

After all the documents are collected and verified, the manager sends them for company registration. The client has the opportunity to track the status of document processing and company registration via his account. This ensures the transparency of the process and allows the client to be aware of all stages, which increases the level of satisfaction and trust in the company’s services.

We have created a web platform that allows customers to independently change, edit, add or delete data, content, and functionality through the admin panel. We also added the ability to add languages with further customization. This solution allows Fintech Harbor to be independent of developers and make changes on their own without spending time and money on additional services.