Client Overview
Finova Capital, a fast-growing financial services provider, needed a robust client dashboard to streamline operations, enhance transparency, and reduce manual support requests.
Challenges
- High number of service calls due to lack of client self-service tools
- Outdated backend system with no real-time reporting
- Security and compliance concerns with current platform
Our Solution
- Designed a fully secure, responsive financial dashboard
- Integrated live reporting, account management & support features
- Enabled two-factor authentication and user-level data access
- Custom-built admin panel for real-time insights
Result: Support calls dropped by 35% within 60 days. Clients praised the real-time dashboard for its clarity, security, and ease of use.
Impact
- 35% drop in manual support requests
- Client onboarding time reduced by 50%
- Improved data security compliance (SOC2)
- Increase in client retention and satisfaction
Client Testimonial
"The dashboard Epex Logics delivered has become the core of our client operations. Secure, fast, and professional — exactly what we needed." – Finova CTO
