A crowdfunding platform that is open to investors is only as good as its projects. finGOOD needed to collect financial data — 250-plus fields with a lot of associated data — for prospective projects so that it could then be easily processed and evaluated.
The company’s CTO used jetveo tools to smooth out the system: there is now a public-facing form where new clients can enter their basic financial data. The data is provided to internal staff for the initial evaluation of the risk assessment. If it is a good fit, additional data are requested for the more detailed analysis. There can be a lot of back-and-forth communication, which is made efficient through the dynamic app. The app started as just a form, but workflows and business logic were added to, in essence, create a customized CRM.
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