Step 01
Discovery & Workshops
Analysis of existing web system, interviews with financial advisors, business process mapping and MVP definition with feature prioritization.
Mobile app bringing full web CRM functionality to phone, enabling financial advisors to work efficiently in the field with access to all key data and functions.
Financial advisors, insurance agents and brokers need access to full CRM functionality during client meetings in the field. Traditional solutions require desktop computer access.
Mobile app offering full web CRM functionality, optimized for small screens, with secure biometric authentication and smart forms.
React Native
Expo
TypeScript
Node.js
REST API
iOS
Android
JWT
Biometrics API
SSL Pinning
Implementation Process
From discovery workshops to store launch—clear phases, one accountable team.
Step 01
Analysis of existing web system, interviews with financial advisors, business process mapping and MVP definition with feature prioritization.
Step 02
Mobile interface design with focus on intuitiveness, information hierarchy and form optimization for small screens.
Step 03
Implementation in React Native with Expo, backend API integration, biometric authentication system and data synchronization.
Step 04
Security testing compliant with GDPR, publication in App Store and Google Play, user training and technical support.
Advisors can work efficiently in the field without returning to office.
Biometric authentication and encryption ensure highest security standards compliant with GDPR.
Faster response to customer needs and ability to finalize transactions during meetings.
Schedule a free consultation and get a preliminary quote within 48h. No obligations.
Have an app idea or need technological support? Write to us — we'll prepare a preliminary analysis and estimate within 48h. Projects that go through our DDT process (Discovery, Design & Technology) come with a price guarantee and a fixed-price agreement — a key differentiator for us.