Development of a custom CRM platform for client data, reporting & digital engagement.
Infrastructure & operations efficiency
Document automation
Delivery velocity
Platform adoption
Product Management & Business Analysis
UX/UI Design
Frontend & Backend Development
QA & Testing
Data Migration & Validation
Stakeholder Collaboration
Custom CRM Platform
Client Portal
Report Generation Engine
DocuSign Integration
Admin Dashboard
Training Documentation
Data Import & Cleansing
User Onboarding
RFL, a financial services firm, needed a digital system to manage client data, investment tracking, and document workflows. Manual processes and Excel spreadsheets created bottlenecks, delayed service delivery, and blocked scale. Type B Digital deployed a cross-functional team to design and build a centralized CRM with features for internal teams and clients, delivering faster reports, secure document signing, and full visibility into portfolios.
RFL was operating on disconnected Excel files and manual reporting, making it difficult to maintain data accuracy, respond to clients efficiently, or prepare for long-term scale. Key functions, such as generating engagement letters and compiling investment reports, required hours of back-and-forth between teams. With no centralized system, client experience and internal productivity were both impacted. Core blockers included siloed client data across Excel, time-intensive reporting processes, no secure digital signing solution, and low operational visibility and control.
We assembled a 7-person agile team, including a product manager, developers, a designer, and QA specialists, to deliver a secure, modular CRM in under three months. Starting with stakeholder workshops to map workflows, we prioritized high-impact features and developed them in rapid two-week sprints. Key deliverables included client data management, portfolio reporting with auto-generated PDFs, DocuSign integration, user dashboards, and an admin portal. We migrated legacy data to PostgreSQL and ensured smooth adoption through training and documentation.
The new CRM system gave RFL a single source of truth for all client and investment data, paired with faster workflows and better client engagement through a self-service portal.
Infrastructure & operations efficiency
Document automation
Delivery velocity
Platform adoption
Digital engagement
Security & reliability
Type B Digital - The go-to partner for forward-thinking teams ready to turn ideas into impact.
