Opportunity
When Forward Financial Group (FFG) realized its legacy software could no longer be supported by original developers, they decided to refresh its technology with new features. Specifically, the login process was outdated and cumbersome, and many components of its current software weren’t being used at all. Also, coaches and clients were asking for a mobile option that didn’t exist in its current structure. Coaches also identified areas within its current system that could decrease the need for data entry and tedious tasks.
STRATEGY
As VectorOne Create reviewed the desired outcomes, the team decided to create an entirely new software platform. The strategists at VectorOne started by recreating the base functionality with new UX, design, and features. A branding firm was brought on board to create design concepts and layout updates.
From a functionality standpoint, VectorOne developed strategies to increase client engagement with the FFG process. By updating the user interface, UX became more interactive. Increased client involvement would decrease the amount of time that coaches needed to gather data, ultimately reducing the potential for errors. VectorOne created different profile levels for internal access and removed the functionalities that didn’t somehow enhance clients’ experiences.
The coach and client experiences were carefully considered, and specific capabilities were built based on the unique user needs. There were customizable options created for both types of users, allowing increased flexibility. Through an integration with CRM-Salesforce, contact and document information was easily imported/exported and tools would be easily shared.
Communication functionality between coaches and clients was added to strengthen relationships and develop a seamless way to stay updated. Coaches could seamlessly share learning resources, videos and blog content with clients. Clients also gained the independence to access and modify information on their own as well as use calculation tools to plan their financial goals.
VectorOne leveraged the latest in software technology to build this software. A cloud-based AWS platform was utilized for core functionality, including email, S3, API Gateway, Cloudformation, Cloudfront, and Cloudwatch. Benefits of this platform include reduced maintenance, pay-as-you-use server capacity, and future scalability.
For the web application, angular framework and Bootstrap were used. This combination was ideal for rapid development and offered a lightweight structure as well as optimal speed and performance. The modular nature of an Angular app ensures that code is efficiently organized with seamless scaling for future updates. Automated Continuous Integration & Deployment with Azure allowed for faster deployment of new features and fixes, ultimately reducing client downtime. Capacitor allowed for lighting-fast mobile app development, and shared code between the two platforms reduced development time.
Experiences between clients and coaches were enhanced through multiple technological components. The feature of meeting requests was possible through RingCentral. This Cloud-based system allows for secure transmissions and low-cost monthly charges to FFG. Contentful is an API management platform that allows FFG to easily manage their business content with clients. AWS SES sends coaches notifications of changes that clients made, and Adobe PDF plug-ins enable stable external document management.
TECHNOLOGY
FFG’s updated platform features intuitive design and advanced functionality that elevates the client and coach interactions and greatly enhances overall experiences of both user profiles. Deprecated and unused features were eliminated, which increased the visibility of the valuable tools and offerings. Because there is decreased need for data entry and training, updates and enhancements are quicker than before, and FFG experiences efficiencies in its overall process. A mobile app option greatly enhances FFG’s content and service offerings.
Clients can quickly reach out to their coaches, share sensitive documents and easily update their information and goals, which has increased traffic and engagement. Coaches can quickly generate plans for their clients and share documents through the client portal. They also receive summary notifications on any changes their clients make online, facilitating regular and constant communication. Because of FFG’s recreated software platform, its entire service model is revitalized, increasing client and coach satisfaction and loyalty.
