Case studies
Real projects with real financial organizations. See how we've helped turn complexity into momentum.
CASE STUDY
Northline Credit Cooperative
Member Onboarding
The challenge
A mid-sized credit cooperative needed to modernize member onboarding and account opening to compete with digital-first banks. The legacy system required 12+ manual steps, system-to-system data entry, and took 5 business days per member.
Our approach
We designed an end-to-end onboarding API that abstracted the legacy core system. Members could complete identity verification, funding setup, and account activation through a unified web and mobile experience. We built automated workflow orchestration and integrated with the cooperative's existing identity verification provider.
What we built
- • End-to-end onboarding API with identity verification
- • Seamless integration with member portal
- • Automated workflow orchestration
- • Real-time account activation and funding
The outcome
Member onboarding dropped from 5 business days to same-day account opening. Manual handoffs reduced by 60%. Staff could focus on relationship-building instead of data entry.
PROJECT METRICS
60%
Manual handoffs eliminated
Same-day
Onboarding time reduced
40%
Staff efficiency gain
TIMELINE
18 weeks
CASE STUDY
Harborwell Payments
Payment Operations
The challenge
Harborwell Payments operated across multiple payment channels but had no unified visibility into transactions or reconciliation. Operations teams used spreadsheets and manual lookups to track transaction status, leading to settlement delays and reconciliation errors.
Our approach
We built a real-time operations console that consolidated transaction data from multiple payment processors and channels. The console provided transaction visibility, automated reconciliation matching, and settlement workflows. We built APIs to standardize data ingestion and created dashboards for operators.
What we built
- • Real-time operations dashboard
- • Automated reconciliation engine
- • Multi-channel transaction consolidation
- • Settlement workflow automation
The outcome
Case routing improved by 4.2x. Settlement errors dropped to near-zero. Operators reclaimed 30 hours per week previously spent on manual reconciliation.
PROJECT METRICS
4.2x faster
Case routing speed
95% reduction
Reconciliation time
99.9% reduction
Settlement errors
TIMELINE
22 weeks
CASE STUDY
Cedar Ridge Lending
Lender Portal & Integration
The challenge
Cedar Ridge Lending managed loan applications across multiple document systems, credit decisioning platforms, and manual workflow steps. Lenders spent more time navigating systems than underwriting. New loan types took months to integrate.
Our approach
We built an integrated lender portal that consolidated document management, decisioning workflows, and communication into a single interface. Behind the scenes, we created APIs that connected the disparate systems and automated document routing and status updates. We designed the system to make adding new loan types straightforward.
What we built
- • Unified lender portal
- • Document management integration
- • Decisioning system APIs
- • Automated workflow orchestration
- • Extensible loan product framework
The outcome
Document processing accelerated by 85%. New loan products went from months to weeks to implement. Lenders reported 50% reduction in context-switching, freeing time for complex underwriting.
PROJECT METRICS
85% faster
Document processing speed
4 weeks vs 4+ months
New product time-to-market
50% increase
Underwriting time
TIMELINE
24 weeks
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