Financial Services Revenue Infrastructure
Problem
A growing financial-services company needed the systems infrastructure in place ahead of its next stage of growth.
Built
- End-to-end Salesforce environment
- Integrated Zoom workflows
- Lender matching engine
- Referral partner portal
- User-facing web application
- Executive dashboards
- Workflow automation
- Internal documentation + user manual
Role
Fractional CTO responsible for architecture, implementation, and ongoing evolution of the system.
Next phase
The infrastructure is continuing to expand into broader sales, representative, reporting, and operational functionality.