Nemo Finance
Case Tracker and Broker Portal
Requirement/Challenge
- Provide staff and brokers with tools to manage early stages of
loan applications
- Security and FSA compliance was critical
- Integration with loan management systems was important to
reduce duplication and speed up application turnaround
- Provide a secure view for all brokers into state of
applications and value
Project
- Requirements gathering, analysis and feasibility phase
- Prototype to evaluate features, needs, usability and training
issues
- Develop custom authentication & workflow functionality
- Meet FSA and Principality Security and Quality Criteria
- Working with client’s IT department to tailor system
interfaces
Results
"I chose Fusionworkshop for our Casetracker
because they were a fast moving and energetic organisation with a
track record of developing secure, scalable and intuitive user
interfaces for deployment over the web. Their CV was impressive.
The site reference visits I did were all really positive and all
the feedback I’d received about the people who worked there was
positive too.
I wasn’t disappointed. The team, led by the MD Chris Short were
enthusiastic, energetic, professional and very patient. It was and
continues to be a pleasure to work with Fusionworkshop. The
quality of development was excellent. We had a few teething
issues to begin with but these were just that, teething
issues.
The system is currently being used by 15 staff internally and 25
wholesale brokers externally. Training has been simple to
administer and take up has been extremely positive. Since going
live, we’ve had very few support tickets, which is testament to the
joint testing that was undertaken. We’re looking forward to working
with Fusionworkshop on further initiatives in the future."
Rhodri Evans, Head of IT, Nemo Personal
Finance

"...quality of development was
excellent..."
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