Project Description

A socially conscious fintech innovator approached Xorbix with an ambitious goal: empower consumers to easily access trusted local nonprofit and government financial assistance resources. Their mission was clear: reduce consumer expenses, enhance repayment outcomes, and foster overall financial wellness. 

To achieve this, Xorbix delivered custom software solutions tailored to the client’s goals. Through our custom software development services, we crafted an integrated suite of intuitive and scalable digital platforms that made financial support both accessible and immediate. 

Challenge

Problem

1. Millions of individuals experiencing financial hardship struggle to discover or access the support resources available to them.

2. The client required a custom-built application to effectively bridge the gap between consumers and essential local financial resources. 

3. Real-time access to accurate and up-to-date local financial resources was a critical requirement. 

4. The solution needed to support multiple use cases, including consumer self-service, enterprise customer support, and partner integration. 

5. Ensuring performance, scalability, and robust security posed a significant challenge. 

6. The client also required detailed analytics to measure the application’s impact and enable continuous improvements. 

Project Goals

  • Create user-friendly digital tools for consumers and businesses using bespoke software development 
  • Ensure robust performance, scalability, and security standards infrastructure 
  • Integrate seamlessly with third-party applications via API 
  • Offer actionable analytics and reporting through business intelligence solutions 
  • Prioritize user experience and accessibility 

Solution

Xorbix developed a comprehensive custom software solution, perfectly balancing usability with powerful functionality: 

Consumer Self-Service Portal:

  • Intuitive, responsive, and mobile-friendly interface 
  • Provides clients with an embeddable modal (iframe) that can easily integrate into existing websites.
  • Enables users to locate financial health resources quickly by entering their ZIP code and selecting categories such as housing, food, utilities, employment, and healthcare 
  • Offers immediate, accurate resource referrals with up-to-date information and availability 

Customer & Partner Solutions

  • Internal dashboard for customer support representatives to search and refer resources quickly 
  • Direct email sharing of resource information for improved efficiency and satisfaction 
  • White-label hosted solution for financial institutions with full styling flexibility 
  • Integration into existing platforms through custom web development solutions 

Third-Party Integration API:

  • A scalable and secure API designed for seamless real-time access to the database of financial resources 
  • Enables seamless real-time access to the extensive database of financial resources, allowing partners to embed these resources into their own services and digital platforms effectively. 

Analytics Platform:

  • Intuitive dashboards built using our business intelligence services 
  • Provides insights into user behavior, engagement, demographics, and geographic trends 
  • Enables financial institutions to make data-driven decisions. 
  • All components of this solution utilize a centralized, continuously updated database of vetted resources, ensuring reliability and consistency. 

High Level Architecture

Innovations

  • Real-Time Resource Matching: Algorithms dynamically match users to relevant, available resources 
  • Flexible API Integration: Supports seamless third-party embedding 
  • Unified Resource Management: Ensures consistent, centralized data quality 
  • Advanced Analytics: Deep visibility into usage patterns via BI dashboards 
  • Scalable Cloud Infrastructure: Leveraged our cloud development services to ensure security, reliability, and consistent uptime

Security

Security was a top priority. Xorbix incorporated cloud managed IT services best practices including: 

  • Secure data handling 
  • Encryption in transit and at rest 
  • Industry-standard compliance
  • Privacy-first architecture 

Core Technologies

  • Frontend: React.js 
  • Backend: Node.js and Express.js 
  • Database: MongoDB 
  • Cloud Infrastructure: Azure 

Process

Testing

Managed Services

Results

  • Faster Access to Support: Consumers can now quickly connect with crucial local financial resources, reducing delays in assistance. 
  • Improved Repayment Rates: Partners leveraging the tools have reported measurable improvements in repayment performance. 
  • Stronger Customer Loyalty: Enhanced accessibility and usability have fostered deeper trust and long-term relationships. 
  • Higher Satisfaction Levels: Both consumers and partners experience greater efficiency and reliability in accessing resources. 
  • Trusted Social Impact Fintech: The client has emerged as a recognized leader in financial wellness, powered by Xorbix’s expertise in custom software development and cloud development solutions. 

A trusted custom software development company and cloud development partner, to build scalable fintech solutions that drive social impact, financial wellness, and long-term success. 

Databricks
Databricks
Custom Digital Solutions
Equipment Operations

Let’s Start a Conversation

Request a Personalized Demo of Xorbix’s Solutions and Services

Discover how our expertise can drive innovation and efficiency in your projects. Whether you’re looking to harness the power of AI, streamline software development, or transform your data into actionable insights, our tailored demos will showcase the potential of our solutions and services to meet your unique needs.

Take the First Step

Connect with our team today by filling out your project information.

Address

802 N. Pinyon Ct,
Hartland, WI 53029

[forminator_form id="56446"]