Revolutionizing investment management
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Challenge
Sarwa approached us with a challenge: they were relying heavily on manual processes using tools like Excel, email, PowerPoint, and PDFs to manage and share investment details.
This not only slowed down their operations but also extended their internal document distribution cycle. They sought a mobile app solution to streamline these processes, give users instant access to their investment details, and enhance internal efficiency.
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Solution
We crafted an app for iOS, Android, and the web, all using Flutter. Choosing cross-platform app development not only saved Sarwa money and sped up the development process, but it also ensured that app maintenance continues to be more cost-effective than with native solutions.
Additionally, we created an Admin Panel that allows our client to manage investments and other content visible to users within the app.
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Results
After launching the app, Sarwa saw significant improvements in both operational efficiency and investor satisfaction.
Key results included:
- 4x faster operations: Manual tasks such as preparing distribution statements for 50+ investors were automated, reducing processing time from several hours to just 10 minutes, including reviews.
- Virtually eliminated human error: Automation eliminated errors in repetitive workflows, improving accuracy and reliability.
- 3x more transactions handled by the same team: With streamlined processes, Sarwa was able to scale operations without increasing headcount.
On the investor side, the app provided instant access to investment data and updates through real-time notifications and an intuitive mobile interface. This improved transparency and convenience increased investor confidence by an estimated 10-15%.
By taking a mobile-first approach, Sarwa not only optimized the way its team works, but also improved the experience for its customers. The result is a more scalable, trusted, and modern platform that positions Sarwa as a forward-thinking leader in the fintech space.
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