A customer portal for a fintech startup
A secure self-service portal that lets customers onboard, upload documents and track their accounts — replacing email threads and spreadsheets.
8 wks
Kickoff to launch
−45%
Support tickets
2×
Faster onboarding
99.9%
Uptime since launch
The challenge
What wasn't working.
Onboarding ran on email and shared spreadsheets. Customers waited days for updates, and the support team spent most of its time answering status questions.
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Slow, manual onboarding that lost customers
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Sensitive documents sent over email
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No single view of each customer's status
The solution
What we built.
We designed and built a secure web portal with the team, shipping a working version every week.
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Design 01
Mapped the onboarding journey and prototyped it with real customers.
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Build 02
A Next.js portal with secure document upload and live account dashboards.
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Integrate 03
Connected payments, identity checks and the CRM through their APIs.
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Launch 04
Released in stages with monitoring and a support playbook.
Built with
The technology.
- Next.js
- TypeScript
- Node.js
- PostgreSQL
- Stripe
- AWS
“They felt like part of our product team. We launched faster than we thought possible — and it just works.”
