"The Finsaku platform went live exactly on the date agreed upon at the beginning of the project – a strong testament to professional project management and a team that truly understands the client’s need."
The Challenge:Growth was outpacing the tools
FINTO Capital relied on manual processes, legacy systems, and scattered spreadsheets. These tools slowed the team down and made calculations and information harder to manage consistently.
The team wanted a connected platform that could support its growing operation. The priorities were clear:
- Reduce manual work and reliance on spreadsheets.
- Bring historical data into the new platform.
- Implement a flexible system that could grow with them.
- Make the move without disrupting day-to-day operations.
The Solution: A platform shaped around the work
Both teams mapped FINTO Capital’s workflows and configured Finsaku around its processes. They agreed a timeline, defined milestones, and planned the migration alongside the work needed to prepare the team for launch.
How the teams worked together:
- Workflow Analysis:Both teams reviewed daily operations to identify repeated manual steps and areas for improvement.
- Project Planning:The teams agreed a launch date at the beginning of the project and worked towards shared milestones.
- Data Migration:Historical records, their structure, and the checks needed for migration were planned together.
- Business Configuration:Product parameters and document templates were configured around FINTO’s processes.
Historical data, brought together
Migrating data from FINTO’s legacy platform was a substantial part of the project. The team transferred historical records without downtime and reorganised the data for use in Finsaku.The work gave FINTO a more connected view of its information for daily operations and reporting.
Over 15% more application capacity
FINTO reports that it can handle over 15% more loan applications without adding staff. Configured workflows and automation reduced repeated data entry, giving the team more capacity for applications and customer service.
More consistent calculations and daily work
The project included configuring and validating calculation logic. Automating calculations and routine processes reduced reliance on spreadsheets and helped the team work more consistently.
The Results: The outcomes FINTO reports
The project brought FINTO’s workflows and historical data into the Finsaku banking platform. The reported outcomes include:
Key Project Outcomes:
- On-Time Launch: The platform went live on the date agreed at the start of the project.
- 15%+ Capacity Increase: FINTO Capital reports handling over 15% more loan applications without adding staff.
- Historical Data Migration: Historical records were brought across without downtime.
- Business-User Configuration: Product parameters and document templates can be configured by business users, reducing reliance on developers for routine changes.
- Less Manual Work: Automated calculations and workflows reduced repeated manual steps and reliance on spreadsheets.
More room for the work ahead
FINTO’s experience shows what a planned migration and workflows shaped around the business can make possible. With more application capacity and less manual work, the team has more room to focus on its customers and growth.